Your attention to detail, strong Excel skills and collaborative approach are appreciated attributes at this premier, Seattle wealth management firm.  Assist in their Operations Department with a wide variety of interesting and challenging projects.

  • Provide support to both internal and external departments in a friendly, collaborative, fun environment
  • Assist with asset maintenance as you update manually priced assets on the firm’s CRM
  • Use your accurate entry skills to review and process updates from the firm’s Client Services department
  • Transfer assets between accounts, including trust/estate distributions
  • Review and process incoming deposits. also assist with the review of transactions; communicate with custodians to resolve client issues
  • Research and gather related account data for evaluation of requests for withdrawals, distributions, and other transactions
  • Use strong MS Excel skills to track data, and prepare reports

 

Requirements of the Administrative Coordinator Finance / Wealth Management

  • 2 years’ related trust department, banking, or financial services experience
  • A BA or BS in a related field and/or equivalent work experience
  • Excellent Excel skills (vLook-ups, formatting)
  • Experience executing money or securities transfers, wire transfers, ACH etc.
  • A collaborative, team player hoping to grow their career in finance here

Compensation for the Administrative Coordinator Finance/ Wealth Management

$62,000/ annually DOE

This firm offers an excellent, completely employer sponsored benefits plan, matched 401k, flex time, an annual 7% bonus and a well-run, close-knit group of colleagues and a wonderful supervisor who puts her team first!  In addition, this company has a strong” promote from within policy” so there is excellent long- term career potential here.

To apply, please attach a copy of your resume.

Business Talent Solutions helps you find the right fit for your next career move. We are the Northwest Leading Direct Hire Firm servicing Seattle, Bellevue, Eastside, South King and North Pierce County areas. Never a fee to you!

The Recruiters at Business Talent Solutions have specialized in direct hire placement for over 30 years and work with the Puget Sound region’s most established firms. To view more listings please visit http://www.businesstalentsolutions.com/job-listings