Wealth Management Associate

About Baker Boyer:

Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington's trusted financial advisor, serving the Walla Walla Valley, Tri-Cities and Yakima Valley communities, providing wealth management as well as personal and business banking services.

About DS Baker Advisors:

This position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. DS Baker Advisors takes a client-centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, our Advisors works together to meet the personal, business, investment, planning and legacy goals of the client.

What We Offer:

• Salary:

• Wealth Management Associate - $20.69 - $31.03/hour, depending on experience, credentials, and qualifications.

• Great Benefits! Medical, Dental, Vision plans with additional:

• AD&D & Life Insurance

• Long Term Disability

• 401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.

• Paid Leave-

• 10 days* of Vacation time- The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.

• 7 days* of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave.

• 3 Revive & Renew (R&R) days- We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired).

• 11 Paid Federal Holidays annually*

• Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.

• Life Assistance Plan

• Free access to financial counselors

• Employee Wellness Program

• 8 hours of paid volunteer time annually

About the Role:

As a member of the DS Baker Advisors wealth management team, the primary role of the Wealth Management Associate is providing administrative and operational support to provide the best possible client experience. The Associate will assist with account administration, operational functions, and relationship management of client accounts. The Associate will demonstrate the ability to exercise discretion and independent judgment and prioritize workload accordingly.

Key Responsibilities

• Support the advisor by coordinating and ensuring accurate and timely completion of client transactions.
• Maintain accurate documentation, task tracking, and compliance standards.
• Schedule client meetings, preparing materials, and assisting with follow-up communications.
• Respond to client inquiries using sound judgment and escalating issues appropriately
• Assist with Reg 9 reviews and account maintenance
• Facilitate new account openings and account closures
• Prepare and analyze management or client reports
• Facilitate trades and other investment-related transactions
• Provide back-up support for other Associates as needed.

Skills and Qualifications

• Exceptional client service skills with the ability to communicate professionally and courteously in person or via phone/email.
• Professional demeanor, including strong interpersonal presence and sound judgment.
• Excellent time management and the ability to organize, prioritize, and manage multiple tasks simultaneously.
• High attention to detail and accuracy.
• Strong computer proficiency, including Microsoft Office, with the ability to quickly learn new systems and interpret data from software tools.
• Ability to build and maintain positive working relationships with Wealth Management staff and other departments.
• Effective collaboration skills, with a willingness to engage in team-based decision-making and leverage the expertise of colleagues.
• Strong written and verbal communication skills.
• Ability to prepare routine reports and correspondence.
• Thorough understanding of Wealth Management and Bank policies, procedures, and services.
• Capacity to adhere to trust policies, regulatory requirements, and documentation standards.
• Strong analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables.
• Valid driver's license required.

Core Competencies

Communication

• Communicates clearly, professionally, and proactively with clients, colleagues, and partners.
• Listens actively, asks clarifying questions, and provides timely follow-through.
• Tailors communication style to the audience and maintains confidentiality and discretion at all times.

Teamwork & Collaboration

• Works effectively with colleagues across WMT and other Bank departments to ensure seamless client service.
• Shares knowledge generously and supports team members during high-volume or complex workflows.
• Participates in collaborative decision-making and values the expertise and perspectives of others.

Integrity & Accountability

• Demonstrates honesty, professionalism, and sound judgment in all situations.
• Takes ownership of tasks and responsibilities, following through reliably and meeting commitments.
• Upholds regulatory, fiduciary, and organizational standards, maintaining accuracy and ethical conduct.

Productivity

• Manages time efficiently, prioritizes effectively, and consistently meets deadlines.
• Produces high-quality, accurate work with attention to detail and minimal supervision.
• Continuously seeks opportunities to streamline processes and enhance operational efficiency.

Growth & Development

• Shows openness to feedback and engages in ongoing professional development.
• Pursues learning opportunities, cross-training, and skill-building to expand capabilities.
• Demonstrates curiosity and initiative in mastering new systems, tools, and industry practices.

Client Focus

• Acts with a client-first mindset, delivering exceptional service with professionalism and care.
• Anticipates client needs, responds promptly, and strives to exceed expectations.
• Builds trust and fosters long-term relationships through reliability and consultative support.

Adaptability & Resilience

• Adjusts effectively to changing priorities, workflows, and client needs.
• Maintains composure under pressure and approaches challenges with a constructive attitude.
• Navigates change with flexibility and supports the team through transitions.

Education and Experience:

Associates or Bachelor's degree, with emphasis in business or finance preferred; or three years related experience and/or training; or equivalent combination of education and experience.

Physical Demands/Conditions Requirements:

The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit or stand, write, type, speak, and listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. The employee must have the ability to sit and/or stand at a desk and work on a computer.

Occasional long distance, overnight travel for business and/or educational purposes.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.

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