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Financial Operations Manager

2 months ago

Seattle, Washington, United States Creative Financial Staffing Full time

Position Overview:

Utilize your expertise in finance and business to support individuals during critical times. As the key fiduciary representative for a designated group of clients, you will oversee the management of Trusts, Probates, Conservatorships, and Guardianships, ensuring effective collaboration among various teams and personnel.

Key Responsibilities:

  • Serve as the primary financial representative, overseeing the monetary affairs of clients
  • Guarantee adherence to legal standards, tax obligations, and financial reporting
  • Maintain comprehensive records of asset and income management
  • Participate in judicial proceedings as necessary

Benefits Offered:

  • Flexible hybrid work arrangement
  • On-site fitness facility
  • Attractive salary with bonus opportunities

Ideal Candidate Profile:

  • Bachelor's degree in Finance, Accounting, or a related field
  • Minimum of 2 years of experience in financial project oversight
  • Strong verbal and written communication abilities