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

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

Trust Officer/Financial Manager - meaningful work!

Creative Financial Staffing Seattle, WA Full-Time
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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


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!

  • 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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