Portfolio Administrator
4 weeks ago
Parcion Private Wealth is seeking a highly motivated and detail-oriented Portfolio Administrator to join our team. As a Portfolio Administrator, you will play a critical role in the success of our firm by providing administrative support to our investment management team.
Key Responsibilities:- Review daily cash positions, out-of-tolerance client accounts, and new cash flow activity (inbound or outbound)
- Administer client information related to investment trading and reporting software
- Identify and monitor tax-loss harvesting opportunities
- Research portfolios for unassigned holdings and work with Investments + Advisory to determine what to do with the positions
- Monitor margin accounts and set up new accounts and assets in portfolio software
- Bachelor's degree in business, economics, or finance
- Minimum 2-3 years' experience in investment management/financial services
- Strong analytical skills and attention to detail
- Intermediate level user of MS Office suite, with preference given to advanced level understanding
- Competitive salary and incentive bonus structure
- Full benefits package, including generous paid time off, health, dental, vision, life, disability, and 401(k)
- 401(k) match up to 3% of annual pay
- Paid Time Off: 21 days per year, with PTO accrual program
- Career and Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching, and ongoing development programs
Parcion Private Wealth is a fast-growing Registered Investment Advisor (RIA) and boutique virtual multi-family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to care for the people they love for generations. We help them get clear and think bigger about what's next. Keeping more of what they've built for themselves, their family, and the causes they care about.
-
SBA Portfolio Manager
4 weeks ago
Bellevue, Washington, United States Unavailable Full timeThe SBA Manager will oversee the growth, profitability, and management of the Bank's Small Business Administration loan portfolio. This role will work closely with branch partners to originate and manage SBA loans throughout the application and underwriting process. The ideal candidate will have a thorough understanding of SBA loan submission procedures and...
-
Accounting Administrator
4 weeks ago
Bellevue, Washington, United States Meriton, LLC. Full timeJob Summary:The Accounting Administrator is a key member of Meriton's Finance department, responsible for supporting the company's portfolio company, Custom Mechanical Solutions/CMS. This role involves completing general accounting functions, ensuring data integrity, accuracy, and timeliness of deliverables. The successful candidate will interface directly...
-
Sales Coordinator
4 weeks ago
Bellevue, WA, United States Sharp Electronics Corp Full timeJob SummaryThe Sales Coordinator position at Sharp Electronics Corp is a key role that requires strong organizational and communication skills. The successful candidate will be responsible for coordinating sales activities, managing customer relationships, and ensuring timely and accurate processing of sales orders.Key ResponsibilitiesCoordinate sales...
-
Financial Operations Specialist
4 weeks ago
Bellevue, WA, United States Parcion Private Wealth Full timeWe are seeking a highly skilled Financial Operations Specialist to join our team at Parcion Private Wealth. As a key member of our operations team, you will play a critical role in helping our firm execute its promise to help clients reach their goals and aspirations.The ideal candidate will have a strong interest in investment management, securities...
-
Associate Director of Development
7 days ago
Bellevue, United States Binaytara Foundation Full timeThe Binaytara Foundation is seeking a passionate and dynamic individual to join our team as the new Associate Director of Development. Reporting to the Chief Development Officer, the Associate Director will partner closely with the Major Gifts team, supervise a development team member, and will be at the heart of BTF's revenue strategy. This breakout role is...
-
Senior Business Analyst
4 weeks ago
Bellevue, Washington, United States Axelon Full timeJob Title: Senior Business AnalystLocation: RemoteJob Description:As a Senior Business Analyst at Axelon, you will facilitate workshops with client stakeholders to gather detailed requirements for application rationalization. You will ensure that all business, technology, and cost perspectives are captured in the APM solution. Your collaboration with...
-
Sharp Electronics Sales Support Specialist
4 hours ago
Bellevue, Washington, United States Sharp Electronics Corporation Full timeJob OverviewThe Sharp Electronics Corporation is seeking an experienced sales support specialist to join its team. This role involves providing administrative and technical support to sales representatives, ensuring the timely and accurate processing of branch sales orders in compliance with company policies and procedures.Main Responsibilities:Process and...
-
Associate Financial Advisor II
3 weeks ago
Bellevue, United States First Tech Fed Credit Union Full timeDescription The Associate Financial Advisor will work closely with one of Addison Avenue's top-performing financial advisors, managing and nurturing the existing client relationships, ensuring excellent client service, and supporting the growth of the business. This role will provide comprehensive financial planning, investment advice, and portfolio...
-
Bookkeeper
2 months ago
Bellevue, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionLHH is seeking a Bookkeeper for our client in Kirkland, WA. This is a temporary opportunity that will last at least three months. In this role, you will provide bookkeeping support as well as additional duties as needed. The team is small so you need to be comfortable handling a variety of tasks. manager is looking for someone...
-
FileNet Architect
1 week ago
Bellevue, United States Wipro Full timeAbout WiproWipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs.We leverage our holistic portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies to help...
-
Business Operations Manager
1 month ago
Bellevue, Washington, United States THOROUGHBRED EXPRESS AUTO WASH LLC Full timeJob DescriptionAbout Company:Thoroughbred Express Auto Wash is a modern express exterior car wash operating in multiple locations across the United States. Founded in 2020, our swift expansion provides an efficient and family-friendly car wash service.We focus on customer satisfaction and proudly maintain a membership of over 30,000 unlimited patrons. To...
-
Associate Financial Advisor II
3 weeks ago
Bellevue, United States First Technology Federal Credit Union Full timeDescription The Associate Financial Advisor will work closely with one of Addison Avenue’s top-performing financial advisors, managing and nurturing the existing client relationships, ensuring excellent client service, and supporting the growth of the business. This role will provide comprehensive financial planning, investment advice, and portfolio...
-
Associate Financial Advisor II
3 weeks ago
Bellevue, United States First Tech Federal Credit Union Full timeDescription The Associate Financial Advisor will work closely with one of Addison Avenue's top-performing financial advisors, managing and nurturing the existing client relationships, ensuring excellent client service, and supporting the growth of the business. This role will provide comprehensive financial planning, investment advice, and portfolio...
-
Architectural Project Manager
4 weeks ago
Bellevue, Washington, United States DAHLIN Architecture | Planning | Interiors Full timeArchitectural Project ManagerDAHLIN is an award-winning architecture, planning, and interiors firm with a team of 190+ multi-cultural professionals located throughout the Western United States. We offer over 45 years of experience building communities where we live and work, driven by the vision of creating places that promote human fulfillment and...
-
Sr Account Executive
1 month ago
Bellevue, United States Vicarious Agency Full timePosition: Senior Agency Account Executive Location: Seattle WA (Remote/Hybrid options available) Employment Type: FullTime/PartTime Considered Salary: $100000 median (target) with an upper bound of $125000 or hourly equivalents based on experience and qualifications About Vicarious Agency: Vicarious Agency is a dynamic creative recruiting firm dedicated...
-
Executive Account Strategist
4 weeks ago
Bellevue, Washington, United States Vicarious Agency Full timeVicarious Agency is a dynamic creative recruiting firm dedicated to connecting top talent with leading agencies in the creative sector.We champion innovation and excellence fostering environments where creativity thrives and transformative ideas take flight.We are seeking a seasoned Senior Account Executive with a proven track record in the creative industry...
-
Account Manager I
1 month ago
Bellevue, Washington, United States Amazon Full timeAbout the RoleThe Account Manager role is a critical position within Amazon Global Logistics, responsible for driving sales and improving the Seller experience. As an Account Manager, you will work closely with Fulfillment by Amazon (FBA) Sellers to understand their supply chain needs and provide tailored logistics solutions.Key ResponsibilitiesRecruit and...
-
Senior Wealth Management Associate
1 month ago
Bellevue, Washington, United States Coldstream Capital Management Full timeJob Title: Senior Client Service AssociateAbout Us: Coldstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a highly motivated and experienced Senior Client Service Associate to join our team.Job Summary: As a Senior Client Service Associate, you will play a crucial...
-
Sr Account Executive
4 weeks ago
Bellevue, United States Vicarious Agency Full timePosition: Senior Agency Account Executive Location: Seattle WA (Remote/Hybrid options available) Employment Type: FullTime/PartTime Considered Salary: $100000 median (target) with an upper bound of $125000 or hourly equivalents based on experience and qualifications About Vicarious Agency: Vicarious Agency is a dynamic creative recruiting firm dedicated...
-
Senior Client Service Associate
3 months ago
Bellevue, United States Coldstream Capital Management Full timeJob Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...