Client Analyst

Laird Norton Tyee, one of the Northwest's premier wealth management, trust and advisory firms, is seeking a full time Client Analyst.  We are an experienced wealth management organization dedicated to helping high-net-worth individuals and families manage, preserve, invest, grow, and eventually distribute their wealth. As a member of the client services team, the Client Analyst will assist Client Advisors in creating a comprehensive wealth management strategy for our clients and furthering our goal of providing our clients with financial security and peace of mind. 

 

The ideal candidate will possess excellent analytical skills and research abilities to assist with client portfolio decision-making and meetings with clients and prospects.  The ability to work effectively within a team environment is key to this person?s success.  We are looking for someone who conveys a professional image and takes a proactive approach to tasks and client service by anticipating what needs to be done and consistently generating a high quality, client-ready work product.

 

The ideal candidate must possess the knowledge and ability to perform scheduled trades, quarterly re-balancing, asset allocation, cash flow analyses, and money balances.  Experience with fiduciary accounts and an understanding of the Principal and Income Act as it governs receipts and disbursements is a plus.  Our fast paced environment requires an organized professional who is able to handle multiple tasks and possesses excellent computers skills (Word, Excel, Access, PowerPoint).  Candidates must have 3 ? 5 years experience in the finance industry and should have or be pursuing a professional designation.  Knowledge of analytical tools, such as Morningstar Principia, ProQuest, and Zephyr is desirable.

 

Laird Norton Tyee offers excellent benefits, including medical, dental and vision coverage, flexible spending plans for health care and dependent care, 401(k) plan and more.

 

Please attach your cover letter and resume as a Word document and email it to hr@LNTyee.com or fax it to (206)464-1896 Attn: FRONT DESK

 

EOE