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Trust Officer/Financial Manager - meaningful work! job in Seattle at Creative Financial Staffing LLC

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Trust Officer/Financial Manager - meaningful work! at Creative Financial Staffing LLC

Trust Officer/Financial Manager - meaningful work!

Creative Financial Staffing LLC Seattle, WA Full-Time
$40,000 - $55,000/Year
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Financial Manager / Trust Officer - Fantastic opportunity for recent grads!

About this Company and Opportunity: If you're an Accounting/Finance professional with a drive for purpose behind all that number crunching, this is the job for you!
This position works with clients who are physically and or mentally disabled, so a balance of sensitivity along with Financial and Accounting skills is a must. This person will be responsible for a case load of clients, handling all planning and decision making for each.

  • Beautiful office with sweeping views of Elliott Bay!
  • Supportive leadership team that encourages internal promotion


  • Manage case load of approx. 20+ clients
  • Handle all financial matters including budgeting and annual review
  • Oversee and manage care team for each individual client
  • Daily in-person interaction with clients
  • Collect and consolidate information required for filing taxes
  • Monitor and facilitate payment of fees and costs related to services


  • Prior experience in personal banking/financial planning a plus
  • Compassionate and skilled in written and verbal communication
  • Bachelors degree in Finance, Accounting, or related field
  • Not-for-profit or experience in social work a plus!
  • Microsoft suite experience

Recommended Skills

  • Finance
  • Accounting
  • Decision Making
  • Financial Planning
  • Budgeting
  • Leadership
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Job ID: EB-1456253591

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