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.
– Mandarin language required.
– Fundraising experience required.
– 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.
Benefits include medical insurance, retirement plan, PTO, etc. Salary: 80K+ DOE. 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
We help companies that are looking to hire Investment Trust Fund Managers for jobs in Seattle, Washington and in other cities too. Please contact our IT recruiting agency and IT staffing companies today!Phone 630-428-0600 ext. 12 or email us at [email protected] . Click here to submit your resume for this job and others.
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