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Trust Officer/Financial Manager - meaningful work!

Company: Creative Financial Staffing
Location: Seattle
Posted on: April 10, 2021

Job Description:

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 promotionOVERVIEW 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 servicesPREFERRED 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

Keywords: Creative Financial Staffing, Seattle , Trust Officer/Financial Manager - meaningful work!, Executive , Seattle, Washington

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