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.
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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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