Trust & Estate Account Manager

Robert Half • Seattle, WA • 2h ago

Description

We are looking for a detail-oriented Trust & Estate Account Manager to support fiduciary relationships and oversee the day-to-day administration of trust and estate accounts in Seattle, Washington. This position plays an important role in coordinating client onboarding, maintaining compliance with governing documents and reporting obligations, and working closely with advisors, attorneys, and internal partners. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage financial, administrative, and tax-related activities with accuracy and care.

Responsibilities:

Guide new matters through the onboarding process by gathering documentation, establishing fiduciary accounts, and organizing transferred assets.

Examine trust, estate, and related legal documents to confirm fiduciary authority, document case parameters, and support proper account setup.

Build and maintain working relationships with clients, beneficiaries, attorneys, investment advisors, accountants, and other involved professionals.

Oversee ongoing case administration by tracking expenses, approving authorized disbursements, maintaining adequate liquidity, and processing payments tied to each account.

Prepare and update financial planning materials such as budgets, cash flow projections, and asset depletion analyses to support case management decisions.

Monitor portfolio activity and coordinate periodic reviews with investment advisors to ensure account strategy remains aligned with client needs and fiduciary objectives.

Maintain timely communication with interested parties and internal team members, providing accurate updates, responding to inquiries, and escalating issues when appropriate.

Produce required initial, annual, and final accountings and court-related reports, helping ensure deadlines are met and documentation is delivered to the appropriate parties.

Coordinate income tax and estate tax preparation by collecting relevant records, partnering with accounting resources, and addressing tax-related questions as they arise.

Keep case files and client data current through accurate recordkeeping, time tracking, and updates within the company's client management systems.

The salary range for this position is $80,000 to $90,000.

Benefits:

Medical/Dental/Vision

401k with 6% match

20 days PTO

6 paid holidays

Requirements - Experience managing trust, estate, fiduciary, or closely related financial services accounts.

Knowledge of account onboarding, document review, and administrative procedures within a regulated or fiduciary environment.

Ability to prepare budgets, analyze cash flow, and track ongoing account expenses with a high degree of accuracy.

Familiarity with investment account monitoring and working alongside financial advisors on periodic account reviews.

Understanding of reporting deadlines, compliance obligations, and preparation of accountings or court-related documentation.

Experience coordinating tax documentation and supporting income tax or estate tax filing processes.

Strong written and verbal communication skills with the ability to work effectively with clients and partners.

Highly organized approach to case management, including precise recordkeeping, timekeeping, and follow-through on multiple deadlines.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Go to Apply

Supervisory Veterans Service Representative (ADROC)

Veterans Benefits Administration • Seatac, WA • 23h ago

Management & Administrative

Summary The Supervisory Veterans Service Representative (Assistant DROC Manager) shares in the responsibility of managing Decision Review Operations Center (DROC) operations through a staff of personnel responsible for c...

23h ago

Go to Apply

Compute Supply Chain Manager

Microsoft Corporation • Redmond, WA • 23h ago

Management & Administrative

Overview Microsoft's Cloud business is expanding, and the Cloud Supply Chain (CSCP) organization is responsible for enabling the hardware infrastructure underlying this growth including AI! CSCP's vision is to empower cu...

23h ago

Go to Apply

Administrative Technician

Quanta Services • Redmond, WA • 23h ago

Management & Administrative

About Us Potelco, Inc., a subsidiary of Quanta Services, Inc. (NYSE: PWR), was founded in 1965. We specialize in engineering, procurement, and construction (EPC) services, which include designing, estimating, material ac...

23h ago

Go to Apply

Administrative Assistant Coordinator

ManpowerGroup • Redmond, WA • 23h ago

Management & Administrative

Our client, a leading global technology company, is seeking an Administrative Assistant Coordinator to join their team. As an Administrative Assistant Coordinator, you will provide operational and administrative support...

23h ago

Go to Apply

Principal NPI Operations Program Manager - Supply Chain Operations

Oracle • Seattle, WA • 23h ago

Management & Administrative

Job Description Position Overview Oracle Cloud Infrastructure (OCI) is seeking an experienced Principal Program Manager to lead end-to-end New Product Introduction (NPI) and Product Lifecycle Management programs supporti...

23h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)