Senior Trust & Estate Manager - Family Office

Ready to make a meaningful impact? As a Senior Trust & Estate Manager, you will support our Family Office team and Brighton Jones Trust Company. Responsibilities Family Office Legal Support Partner with the Director of Estate Planning to coordinate estate planning and other legal services for ultra‑high net worth clients.

Analyze estate plans and trust documents, prepare summaries and flowcharts, and identify planning opportunities and gaps. Assist with targeted legal research and transfer tax modeling. Coordinate with clients and external advisors to draft legal documents.

Proactively identify legal needs and planning opportunities tailored to clients’ goals. Coordinate income and transfer tax reporting. Support advisors in managing complex, multi‑generational trust and estate structures.

Facilitate clear communication across legal, advisory, and operational teams. Brighton Jones Trust Company Support Oversee trustee and other fiduciary services for the Trust Company. Support initial trust onboarding and account setup for new clients.

Manage ongoing trust administration, including distributions, beneficiary reporting, and accountings. Track trust milestones, deliverables, and deadlines. Maintain confidentiality and exercise strong judgment with sensitive information.

Collaborate with legal, compliance, and other stakeholders to ensure fiduciary and regulatory alignment. Support internal coordination, project tracking, and operational updates as the Trust Company scales. Operational Excellence & Workflow Management Own and improve tracking systems for trust, estate, and related legal services workflows.

Manage scheduling and coordination for trust and estate meetings and internal discussions. Maintain organized and accurate documentation across systems. Identify opportunities to streamline processes and improve operational efficiency.

Assist with billing, reporting, and preparation of client materials and presentation decks. What You Bring 6+ years of direct experience with high‑net worth clients providing family office/private client services, trust and estate services, and trust administration. Paralegal certificate or equivalent legal training.

Experience within or closely supporting a trust company, corporate trustee, or similar environment strongly preferred. Experience supporting estate planning strategy and execution in a Family Office or ultra high net worth environment. Strong ability to read, interpret, and translate trust and estate documents into clear actions.

Deep familiarity with trust structures, estate planning concepts, and fiduciary responsibilities. Excellent organizational skills and ability to manage multiple priorities and deadlines. Clear, professional, and concise communication skills.

High level of discretion and professionalism handling sensitive client information. In‑office, full‑time, exempt position with work‑from‑office culture. What Makes You Stand Out Bring clarity and structure to complex trust and estate workflows.

Interpret legal documents quickly and translate them into actionable next steps. Anticipate needs and move work forward proactively. Balance precision with pace in a fast‑moving environment.

Understand the nuance of working with ultra high net worth families and operate with strong judgment. Who Thrives in This Role Enjoy the intersection of estate planning, trust administration, and client service. Take pride in accuracy, follow‑through, and detail orientation.

Prefer roles where you own outcomes, not just tasks. Feel comfortable navigating complexity and ambiguity. Want to help build a high‑quality, scalable trust and estate platform.

Compensation Pay : $100K – $150K+ Profit share : Additional discretionary year‑end profit sharing. Ownership & Financial Wellbeing Fully paid medical, dental, and vision coverage. 401(k) with 100% match up to 3% of annual compensation. Equity ownership opportunities for every employee.

New Business Incentive Program. Generous employee referral bonus. Cell phone data reimbursement.

Financial planning services discount for employees and immediate family members. Time & Flexibility Minimum 3 weeks PTO starting Day 1. Winter break, summer Friday flex‑days, and 10 paid holidays.

Unlimited volunteer time off plus company grant matching. Heavily subsidized transit. Growth & Development 100% reimbursement for required training, certifications, licensing, and dues.

Personal career development plans. Rich Life Business Partner (coaching for all employees). Mindful emotional & social intelligence training.

Annual professional & personal wellbeing stipend. Connection & Community Quarterly team‑building events. Regular social events.

Employee‑led book clubs, committees, and affinity groups. Family & Milestones Paid parental leave (13 weeks for birthing parent; 6 weeks for non‑birthing parent). Adoption benefits.

Anniversary milestone celebrations, including a 3‑month paid sabbatical at 10 years. Visa Sponsorship Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Equal Employment Opportunity Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr