Are you passionate about the finance world of investments, stocks, and bonds? Are you looking for an entry level position into that industry? If so, Accounting Principals is partnering with a company that is looking for a finance professional to join their team. You will need to have a background in customer service and professional communication skills since you will be coordinating with various internal team members. Any experience or knowledge of financial investments would be preferred, but more important than that is to be extremely organized and detailed since you will be working with time sensitive and important information. You will eventually work in a beautiful office in downtown Seattle, WA but for now, you can work from home. This is a temporary to hire position and when you are converted permanently, you will get great compensation benefits from the company.
Setting up new client accounts
Ensuring proper documents are in place and reaching out to complete files
Preparing client statements and reconciling trades
Coordinating meetings with advisors and clients
Additional projects as needed
Bachelor’s degree in business, finance, or related field
At least a year of professional work experience
Strong customer service skills and sense of urgency
High attention to detail and able to function with extreme accuracy
Intermediate to advanced Microsoft Excel skills
This is a great opportunity for a finance professional who is considering a career in wealth management or in fund analysis. To be considered, apply now and submit your resume. Thank you!
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please
The Company will consider qualified applicants with arrest and conviction records
Please apply with your CV to: