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Financial Manager/Advisor - Make a difference! job in Seattle at Creative Financial Staffing LLC

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Financial Manager/Advisor - Make a difference! at Creative Financial Staffing LLC

Financial Manager/Advisor - Make a difference!

Creative Financial Staffing LLC Seattle, WA Full Time
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Our client is looking for a Financial Manager for their Seattle office!

Our Client + Opportunity:

  • Non-profit centered on supporting long-term financial stability in the Seattle community

  • Cross-functional support and leadership

    • Great opportunity to grow your career surrounded by experienced Finance leaders

  • Seattle office is minutes from everything nearby (Queen Anne, Belltown, South Lake Union, Downtown)

    • Public transportation, the water/walking trails, cafes and more

  • Caring company dedicated to client well-being

  • Privately-owned company with stable, long term success in the trust industry

  • Over 30 years in the industry- gain experience and grow with the guidance of experts in the field

The Financial Manager will:

  • Serve as the primary point of contact between company and the clients

  • Communicate (in person, written, phone) with clients and others as needed to facilitate the fiduciary management of each case

  • Prepare reports detailing the company activities on behalf of the client and the client's financial situation

  • Maintain client tax files and documentation to ensure proper processing of client's taxes, fiduciary support and decisions

  • Ensure that all client's assets are properly documented and recorded in systems

  • Prepare a budget for each client, and review and approve client bills for payment by the Accounts Manager

Experience + Who you are:

  • 1+ years of experience in Accounting, Finance

  • Experience with customer/client facing roles

  • Ability to handle highly-confidential information

Keywords: Financial Manager, Trust Officer, Finance, Financial Advisor

Recommended Skills

  • Accounting
  • Confidentiality
  • Finance
  • Leadership
  • Networking
  • Nursing
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Job ID: EB-1444806728

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