Financial Manager

2 months ago


Seattle, United States Creative Financial Staffing Full time

Financial Manager

About the Company:

This company prioritizes team collaboration, advancement, and a healthy environment. Located near the downtown Seattle area, this company is located close to retail, food, and entertainment.

Join this company for the opportunity to advance your career and grow your skills

Overview of the Financial Manager:

  • Manage all financial aspects, including budgeting and conducting annual reviews.
  • Supervise and coordinate care teams for each client.
  • Engage in daily face-to-face interactions with clients.
  • Attend 1 to 5 court sessions monthly.
  • Gather and compile necessary information for tax filings.
  • Track and ensure the payment of fees and costs associated with services.

Preferred Qualifications for the Financial Manager:

  • Previous experience in personal banking/financial planning
  • Bachelor's degree preferred.
  • Microsoft suite experience
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