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
OVERVIEW OF THE ROLE OF FINANCIAL MANAGER:
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
PREFERRED QUALIFICATIONS FOR THE FINANCIAL MANAGER:
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!
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Job ID: EB-1456253591
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