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Trust Officer / Financial Manager - passion for people and numbers?

Creative Financial Staffing (CFS) Seattle, WA
  • Posted: 9 days ago
  • $45,000 to $55,000 Annually
  • Full-Time

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 in the heart of DT Seattle!

OVERVIEW OF THE ROLE OF FINANCIAL MANAGER:

  • Manage case load of approx. 40 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
  • 1-5 court appearances per month
  • Collect and consolidate information required for filing taxes
  • Monitor and facilitate payment of fees and costs related to services

PREFERRED QUALIFICATIONS FOR THE FINANCIAL MANAGER:

  • 2+ yrs experience in personal banking/financial planning
  • Bachelors degree
  • Not-for-profit or experience in social work a plus
  • Microsoft suite experience

Creative Financial Staffing (CFS)

Why Work Here?

Check out this great opportunity!

CFS is a leading, employee-owned staffing firm. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. CFS has twice been named to Forbes’ list of “Best Professional Recruiting Firms” and twice cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies." www.cfstaffing.com

Address

Seattle, WA 98101
Seattle, WA
USA

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