Financial Manager

Job Category: Finance and Business
Job Type: Full Time
Job Location: United States

About the job

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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