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Financial Advisor - Make a difference!

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Creative Financial Staffing LLC

2021-12-03 08:55:52

Job location Seattle, Washington, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

CFS is partnering with our client to hire a Financial Manager.

Our client is engaged by individuals, banks, attorneys and family members and acts as guardian and trustee to its clientele. A large majority of the clients are people with disabilities and the services aim to optimize the welfare and dignity of each.

OPPORTUNITY + CLIENT:

  • Compassionate company dedicated to helping people who don't have necessary assistance to manage their finances
    • Make a difference and be a part of meaningful work
  • Friendly, supportive team
    • Gain training and guidance from established leaders in the accounting/finance field
  • Great benefits and job growth opportunities
  • Located in Downtown Seattle
    • Easily accessible to cafes, restaurants, and public transportation

JOB OVERVIEW:

The Assistant Financial Manager will assist the Manager who is responsible for a case load of clients and handles all planning and decision making for each. Some duties include:

  • Full financial management of clients
  • Set up and management of Trusts
  • Interfacing with clients, families and other interested parties
  • Evaluate cash-flow needs and other objectives with Accounting and Finance Director
  • Budgeting and asset valuation

QUALIFICATIONS:

  • 1+ year in accounting, finance or related
  • Excellent communication skills
  • Non-profit/social experience, a plus but not required
  • Passionate about helping others!

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