Investment Trust Fund Manager, Mandarin Language Required

4 weeks ago


Seattle, United States Next Step Systems Full time

Investment Trust Fund Manager, Mandarin Language Required, Seattle, WA

We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA. This position is 100% Onsite and not Remote.

Investment Trust Fund Manager Responsibilities:

- Research and apply for the license to form an investment trust.

- Form an investment trust.

- Raise funding for the investment trust.

- Manage and oversee a portfolio of trust accounts.

- Develop and maintain relationships with clients, providing exceptional customer service.

- Conduct research and analysis to ensure compliance with technical accounting standards and regulations.

- Prepare and review financial statements, tax returns, and other trust-related documents.

- Collaborate with internal teams to ensure accurate and timely processing of transactions.

- Monitor investment performance and provide recommendations for adjustments as needed.

- Stay updated on industry trends, regulations, and best practices related to trust management.

- Assist with business development efforts, including identifying sales opportunities and participating in client meetings.

Investment Trust Fund Manager Qualifications:

- Investment Trust Fund Management experience is required.

- Bachelor's degree in Accounting, Finance, or a related field.

- Strong knowledge of accounting software and financial systems.

- Mandarin language required.

- Fundraising experience required.

- Experience in trust administration or related field.

- Familiarity with technical accounting standards and regulations.

- Excellent communication and interpersonal skills for effective relationship management.

- Ability to analyze complex financial data and provide strategic recommendations.

- Knowledge of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.

- Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) certification preferred.

- Perform other duties as assigned.

Keywords: Seattle WA Jobs, Investment Trust Fund Manager, Investment Trust, Trust Fund, Management, Accounting, Finance, CPA, Certified Public Accountant, CFA, Certified Financial Analyst, Washington Recruiters, IT Jobs, Washington Recruiting

Looking to hire an Investment Trust Fund Manager in Seattle, WA or in other cities? Our IT recruiting agencies and staffing companies can help.

We help companies that are looking to hire Investment Trust Fund Managers for jobs in Seattle, Washington and in other cities too. Please contact our IT recruiting agencies and IT staffing companies today

Investment Trust Fund Manager, Mandarin Language Required - M

  • Seattle, United States Next Step Systems Full time

    Technical Architect, Blockchain/Crypto/NFT, Mandarin Language Preferred, Seattle, WA We have an exciting opportunity to get in on the ground floor and help grow an international crypto company entering the U.S. market. Looking for a Technical Architect to build and manage a team of U.S.-based Front-End and Back-End Engineers under the CTO. Fluency in the...

  • Investment Officer

    3 weeks ago


    Seattle, United States Perkins Coie Full time

    Job Description: Perkins Coie Trust Company is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution,...


  • Seattle, United States Carta Full time

    The Company You’ll Join Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation,...


  • Seattle, United States Spreetail Full time

    Spreetailpropels brands to increase their ecommerce market share across the globe while improving their operational costs. Learn how we are building one of the fastest-growing ecommerce companies in history: www.spreetail.com . As the Senior Director of Account Management, you are pivotal in nurturing the relationship with one of Spreetail's largest...


  • Seattle, United States ContacLink Solutions Full time

    Job DescriptionJob DescriptionLanguage: Mandarin US-Based InterpreterLocation: Snohomish, Washington, USAWe are currently looking for both In-Person US-Based Mandarin interpreter for Snohomish, Washington. An In-Person Mandarin interpreter will provide interpretation services in a variety of settings, including medical, education, empowering individuals to...

  • Senior Wealth Manager

    4 weeks ago


    Seattle, United States Laird Norton Wetherby Full time

    LOCATION: SEATTLE, WA The Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust management, and wealth management for complex trust clients. This position is a senior member of our trust team and responsible for a variety of trust...

  • Senior Wealth Manager

    2 months ago


    Seattle, United States Laird Norton Wetherby Full time

    LOCATION: SEATTLE, WA The Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust management, and wealth management for complex trust clients. This position is a senior member of our trust team and responsible for a variety of trust...


  • Seattle, United States Laird Norton Wetherby Full time

    LOCATION: SEATTLE, WA The Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust management, and wealth management for complex trust clients. This position is a senior member of our trust team and responsible for a variety of trust...


  • Seattle, Washington, United States Seattle Academy of Arts and Sciences Full time

    Mandarin Chinese Teacher - Upper School SEATTLE ACADEMY is a dynamic community that challenges students to question, imagine, and create in order to contribute boldly to a changing world. This mission comes alive in our urban school setting where we serve grades 6 – 12 in a vibrant, independent school environment. We invite you to join our team in...


  • Seattle, Washington, United States Seattle Academy of Arts and Sciences Full time

    Mandarin Chinese Teacher - Upper School SEATTLE ACADEMY is a dynamic community that challenges students to question, imagine, and create in order to contribute boldly to a changing world. This mission comes alive in our urban school setting where we serve grades 6 – 12 in a vibrant, independent school environment. We invite you to join our team in...


  • Seattle, United States Washington Trust Bank Full time

    Description Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Essential Functions: Handles all investment aspects and client investment inquiries on assigned accounts. Acts as...


  • Seattle, United States DBA Carta, Inc. Full time

    The Company You'll Join Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation,...

  • Investment Analyst

    3 weeks ago


    Seattle, United States GQG Partners Full time

    GQG Partners is an investment boutique which is a wholly owned subsidiary of a majority employee-owned company listed on the Australian Securities Exchange (ASX: GQG). The firm manages global and emerging market equities for institutions, advisors, and individuals worldwide. The company is headquartered in Ft. Lauderdale FL, with offices in New York,...

  • Program Manager

    5 days ago


    Seattle, United States Group14 Full time

    Founded to enable the coming electrification of everything, Group14 is the largest commercial manufacturer and supplier of silicon battery technology, elevating performance for every type of battery application. With headquarters in Seattle and Woodinville, WA, Group14 enables battery manufacturers and world-leading OEMs in automotive, consumer electronics,...


  • Seattle, United States Propio Language Services Full time

    At Propio Language Services we are closing language gap by connecting people anywhere and anytime through innovative technology and solutions.Founded in 1998 Propio Language Services provides critical interpreting and translation services that improve the quality of life with the communities we engage in. We do that by providing both remote and onsite...


  • Seattle, United States Block Full time

    Company DescriptionIt all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47...


  • Seattle, United States Block Full time

    Company DescriptionIt all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47...


  • Seattle, WA, United States Square Inc. Full time

    Software Engineering Manager - Trust Support Product Full-time It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send,...


  • Seattle, WA, United States Amazon Full time

    Senior Product Manager, Technical, Advertising Trust Job ID: 2642840 | Amazon.com Services LLC Re-imagine Amazon's Demand Side Platform (DSP) moderation platform. We're seeking a Senior Product Manager Technical who will obsess over the DSP customer experience, deliver best-in-class moderation products, and unlock new revenue opportunities for Amazon's...

  • District Manager

    1 week ago


    Seattle, United States District Manager Full time

    Job DescriptionJob DescriptionESSENTIAL JOB FUNCTIONSFinancial ResultsWork with Management Teams to achieve weekly sales targets and positive YOY comp sales.Achieve profitability to meet targeted flow thru.Talent Staffing & DevelopmentMaintain adequate management and kitchen level manpower plans for both current and upcoming new store opening needs.Develop...