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Investment Trust Fund Manager, Seattle, WA
We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA. This position is 100% Onsite and not Remote.
Investment Trust Fund Manager Responsibilities:
– Research and apply for the license to form an investment trust.
– Form an investment trust.
– Raise funding for the investment trust.
– Manage and oversee a portfolio of trust accounts.
– Develop and maintain relationships with clients, providing exceptional customer service.
– Conduct research and analysis to ensure compliance with technical accounting standards and regulations.
– Prepare and review financial statements, tax returns, and other trust-related documents.
– Collaborate with internal teams to ensure accurate and timely processing of transactions.
– Monitor investment performance and provide recommendations for adjustments as needed.
– Stay updated on industry trends, regulations, and best practices related to trust management.
– Assist with business development efforts, including identifying sales opportunities and participating in client meetings.
Investment Trust Fund Manager Qualifications:
– Investment Trust Fund Management experience is required.
– Bachelor’s degree in Accounting, Finance, or a related field.
– Strong knowledge of accounting software and financial systems.
– Experience in trust administration or related field.
– Familiarity with technical accounting standards and regulations.
– Excellent communication and interpersonal skills for effective relationship management.
– Ability to analyze complex financial data and provide strategic recommendations.
– Knowledge of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.
– Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) certification preferred.
– Perform other duties as assigned.
Keywords: Seattle WA Jobs, Investment Trust Fund Manager, Investment Trust, Trust Fund, Management, Accounting, Finance, CPA, Certified Public Accountant, CFA, Certified Financial Analyst, Washington Recruiters, IT Jobs, Washington Recruiting
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