Operations Specialist

1 month ago

Seattle, Washington, United States Laird Norton Wetherby Full time

LOCATION: SEATTLE, WA

Under general supervision, the Operations Specialist provides professional support for the Reporting team by performing analytical and administrative duties such as accounting, maintaining client data, and cost basis calculations.

Your Role and Responsibilities
This is a representative list of the general duties the position may be asked to perform and is not intended to be all-inclusive.

  • Administer the daily download of data from Custodians.
  • Assist with preparing and distributing performance and tax reports.
  • Open and maintain client accounts in the portfolio accounting system.
  • Track, accumulate, and calculate cost basis information.
  • Manage and administer the Report Mailings database.
  • Support requests from the Client Service teams.
  • Other duties as needed based on needs of business.

Education and Experience

  • 2 or more years' experience in a professional environment; financial securities industry preferred. Portfolio or portfolio accounting experience preferred.
  • Four-year college degree, preferably in business or a related field. Additional professional work experience may be accepted for education.

The successful candidate will bring the following skills and experience:

  • Strong proficiency with Excel including creation of formulas (Lookups), Pivot Tables, etc. Intermediate level experience with other MS Office programs is desired.
  • Must be skilled at mathematics and have strong numeric aptitude and strong analytical skills.
  • Strong attention to detail is critical for success.
  • An understanding of accounting terminology related to cost basis is preferred.
  • Excellent written and verbal communication skills.
  • Ability to work in a collaborative, team environment that strives for consensus wherever possible and seeks success of the team rather than the individual.
  • Excellent interpersonal and communication skills as evidenced by ability to interact with clients and co-workers professionally, personally, and effectively and contribute to a respectful work environment.
  • High ethical standards and the ability to place the clients' needs before one's own.
  • Experience in handling sensitive and confidential subject matter.

Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.

Compensation and Benefits
We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The hiring base salary range for this position is $57,000 to $80,000 plus eligible for a year-end bonus, depending on location, experience, and on achieving performance objectives.

We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more. Detailed information can be found on our site and here.

Our Team
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.

About Us
Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.

Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world.

LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit

Additional Information
Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

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