Trust Administrator Location Hybrid remote in Seattle, WA : : Perkins Coie is looking for an experienced, dynamic individual to serve as Trust Administrator for the Perkins Coie Trust Company (PCTC) in all aspects of administration of trusts (including life insurance trusts), estates, investment agency, and custody accounts for the company. The individual would also provide trust administrative support to the Chief Trust Officer and the trust account administration team. Note, if you choose to apply, please be sure to include a cover letter. ESSENTIAL FUNCTIONS These essential functions are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation. Support the administration team in handling the opening, settlement, and closing of estates and all aspects of administration of trusts for the company, ensuring accuracy, timeliness, and adherence to appropriate regulations. Field client requests and supporting administration team in problem resolution. Manage the cash deposit and distribution needs for client accounts (including all PC Foundation activity). Assist accountants in addressing tax matters and coordinate the review, signing, and timely filing of trust tax returns along with set up, tracking, and payment of tax obligations. Coordinate the delivery of client information with third parties on a regular basis (i.e., trustee, attorneys, and CPAs). Organize electronic files and file folders for PCTC in the firm's Document Management System (DMS), including official client records, in keeping with record retention policy. Prepare materials and participate in client meetings as needed. Manage all aspects of irrevocable life insurance trusts for PCTC, including: Contacting clients regarding gifts to trusts and providing insurance reports as needed. Depositing funds into trust accounts noting any gift tax consequences and monitoring the collection of annual fees. Drafting and issuing Crummey letters for signatures. Paying insurance premiums. Coordinating with insurance agents regarding policy changes and questions. Assisting with periodic reviews of policy viability. Facilitating the surrender of policies when required and coordinating the distribution of proceeds in accordance with the trust agreement. SPECIFIC SKILLS REQUIRED Excellent verbal and written communication skills. A proactive personality interested in growing professionally. Good organizational skills and high attention to detail. Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel. Familiarity with general database concepts. Sufficient intellectual curiosity to provide motivation to learn new functions. SPECIFIC SKILLS PREFERRED Familiarity with trust or investment-related functions and financial planning. EDUCATION AND EXPERIENCE Qualified candidates will have a Bachelor's or Associate's Degree and a preferred minimum of three years of work experience, plus a general understanding of investments, finance, and tax. This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to ten paid Holidays, and family care benefits. More information regarding benefits and programs may be found here . This position may be filled in the following location(s). The compensation depends on qualifications and experience. Washington State compensation range: $78,820 to $118,720 annually #LI-Hybrid
