Financial Manager - love helping people?

Our client is looking for a Financial Manager for their Seattle office! Our Client + Opportunity: Non-profit centered on supporting long-term financial stability in the Seattle community Cross-functional support and leadership Great opportunity to grow your career surrounded by experienced Finance leaders Seattle office is minutes from everything nearby (Queen Anne, Belltown, South Lake Union, Downtown) Public transportation, the water/walking trails, cafes and more Caring company dedicated to client well-being Privately-owned company with stable, long term success in the trust industry Over 30 years in the industry- gain experience and grow with the guidance of experts in the field The Financial Manager will: Serve as the primary point of contact between company and the clients Communicate (in person, written, phone) with clients and others as needed to facilitate the fiduciary management of each case Prepare reports detailing the company activities on behalf of the client and the client''s financial situation Maintain client tax files and documentation to ensure proper processing of client''s taxes, fiduciary support and decisions Ensure that all client''s assets are properly documented and recorded in systems Prepare a budget for each client, and review and approve client bills for payment by the Accounts Manager Experience + Who you are: 1+ years of experience in Accounting, Finance Experience with customer/client facing roles Ability to handle highly-confidential information Keywords: Financial Manager, Trust Officer, Finance, Financial Advisor

Created: 2021-11-29