Job Description

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?

Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.

While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU.

You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities.

PAY RANGE

The Target Pay Range for this position is $128,900.00-$157,500.00 annually. The full Pay Range is $99,900.00 - $186,400.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS – because people helping people starts with supporting you

• 401(k) Company Match (up to 3%)
• 4% annual contribution to your 401(k) by BECU
• Medical, Dental and Vision (family contributions as well)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match

IMPACT YOU’LL MAKE:

As a Sr. Trust Officer, you'll play a meaningful role in helping individuals, families, beneficiaries, and organizations achieve confidence in their financial legacy and long-term goals. You'll serve as a trusted advisor, guiding clients through complex trust, estate, fiduciary, and wealth planning matters while building lasting relationships rooted in expertise, service, and trust. Your ability to navigate fiduciary responsibilities, anticipate client needs, and deliver thoughtful solutions will directly contribute to the financial well-being of those you serve while helping grow and strengthen BECU Trust Services.

*** This is a hybrid role with onsite presence required at our Tukwila headquarters Tuesdays through Thursdays, with remote work available Mondays and Fridays. Hybrid work arrangements are subject to change based on business needs, organizational requirements, and satisfying performance expectatioiuu9ns.

WHAT YOU’LL DO:

• Provide Fiduciary Administration: Administer personal trust and estate accounts, including Testamentary and Intervivos Trusts, Special Needs Trusts, Life Insurance Trusts, Charitable Trusts, Private Family Foundations, and other agency accounts while ensuring exceptional client service and fiduciary care.
• Build Trusted Client Relationships: Manage a portfolio of clients by fostering strong relationships, providing proactive guidance, and identifying opportunities to deepen engagement with BECU Trust Services.
• Ensure Regulatory and Fiduciary Compliance: Uphold fiduciary responsibilities by administering accounts in accordance with applicable regulations, policies, procedures, and industry standards.
• Partner on Investment Strategies: Collaborate with Investment Officers to establish investment objectives, goals, and strategies that align with clients' needs, risk tolerance, and long-term plans.
• Apply Trust and Estate Expertise: Leverage your knowledge of trust and estate administration, taxation, investments, retirement planning, and estate planning to support clients and beneficiaries.
• Deliver Concierge and Specialized Services: Administer ancillary Concierge Services and help clients access resources that enhance their overall experience with BECU Trust Services.
• Communicate Investment Philosophy: Help clients understand Trust Services' approach to equity and fixed income investments, asset allocation, and the overall investment process.
• Drive Business Growth: Identify, develop, and cultivate new business opportunities through internal partnerships, external networking, and referrals while uncovering solutions that meet client needs.
• Consult with Prospective Clients: Meet with prospective clients to understand their goals, define trust and investment needs, address questions, and provide guidance on available services.
• Interpret Governing Documents: Analyze trust documents, governing instruments, and applicable laws to establish and maintain accurate account records and administration practices.
• Collaborate with Professional Advisors: Partner with attorneys, accountants, tax professionals, and other advisors to address legal, tax, and fiduciary matters impacting clients and beneficiaries.
• Administer Retirement and Investment Accounts: Serve as a knowledgeable resource for IRA and Investment Management accounts, helping ensure effective account administration and client support.
• Support Real Estate Trust Relationships: Administer real estate-related trust holdings and provide expertise on associated fiduciary responsibilities.
• Educate and Advocate: Represent BECU Trust Services by speaking at, presenting, or leading seminars focused on trust, estate, and fiduciary-related topics.
• Champion Operational Excellence: Perform all responsibilities in accordance with BECU Competencies and Information Protection requirements while supporting team and organizational objectives.
• Contribute Where Needed: Take on additional duties and special projects as assigned to support the evolving needs of the team and organization.

This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered.

WHAT YOU’LL GAIN:

• Opportunity to Serve as a Trusted Advisor: Build meaningful relationships with high-net-worth individuals, families, beneficiaries, foundations, and fiduciary clients.
• Complex and Rewarding Work: Navigate sophisticated trust, estate, fiduciary, investment, and tax-related matters that make a lasting impact on clients' lives and legacies.
• Influential Client Relationships: Become a key resource clients rely on for guidance through important life events, planning decisions, and generational wealth strategies.
• Business Development Opportunities: Grow your professional network and contribute to the continued success and expansion of BECU Trust Services.
• Collaborative Professional Environment: Work alongside investment professionals, attorneys, accountants, tax specialists, and experienced trust professionals.
• Purpose-Driven Impact: Help individuals and families preserve wealth, fulfill charitable goals, and achieve peace of mind through thoughtful fiduciary stewardship.

QUALIFICATIONS:

Minimum Qualifications:

• B.A. or B.S. degree in Business, Accounting, or equivalent educational or work related experience.
• Minimum ten years of experience in the areas of trust, estate planning, administration, investments, and/or business development.

Desired Qualifications:

• Completion of Trust Certificate and/or CTFA preferred, or continuing education towards CTFA designation.
• Experience administering, managing, or advising on Special Needs Trusts and/or Settlement Trusts, including knowledge of fiduciary responsibilities, beneficiary needs, trust distributions, and applicable regulatory requirements.
• Affiliation in estate and trust organizations.
• Excellent analytical skills to understand complex trust agreements and understand the appropriate administration of these trusts.
• Ability to work independently, and as a team member, while using discretion in decision making and sound judgment in problem solving.
• Strong organizational skills and attention to detail.
• Effective negotiation skills.
• Excellent written and verbal skills to effectively communicate in the English language.
• Excellent project management skills.
• Strong leadership skills and serves as a resource and mentor for other associates.

JOIN THE JOURNEY:

Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job, it's a chance to elevate your career, skills, and future, all while contributing to the robust fiduciary and wealth services landscape of BECU.

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney

EEO Statement

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.