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Date Added: Wed 01/09/2021

Financial Consultant

Seattle, WA, US
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Company: CREATIVE FINANCIAL STAFFING

Job Type: Permanent, FullTime

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!

Apply Now