Job Description

Investment Trust Fund Manager

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.

Qualifications

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.

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Additional Information

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