Financial Advisor - Make a difference!

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!

Created: 2021-11-29