Finance Specialist

  • Location
    Seattle, Washington
  • Salary
    $ 20 - $ 22
  • Category
  • Job reference:
  • Job type
    Contract/Temp to Hire

Finance Specialist

Accounting Principals is searching for an entry level finance professional who is looking to get their foot in the door at a reputable finance company in the downtown Seattle area. You will be starting off in an entry level role coordinating with clients, updating accounts, and directing inquiries to the correct team. Eventually, you will be able to help with more analytical tasks such as reporting or account management if you choose. In order to be considered, you must have a bachelor’s degree in finance, accounting, or a related field. Previous experience in the professional services or finance industry is preferred but it’s not a requirement. Since a lot of your communication will be to both external and internal teams, you must be able to be professional and have strong customer service. This temporary to hire opportunity will provide financial industry experience in a company where there is a chance to move into a variety of other positions. You will work with a supportive, collaborative team in a beautiful office space.

Main Tasks:

  • Managing and corresponding with clients regarding account status or changes
  • Updating client accounts
  • Coordinating with internal teams to troubleshoot inquiries
  • Generating account statements and financial reports
  • Additional projects as needed
  • Qualifications:

  • Bachelor’s degree in finance or related field
  • Intermediate to advanced Microsoft Excel skills
  • Professional communication skills
  • At least a year of customer service or professional office experience
  • If you are looking to get into a financial firm and have a chance to grow with the company, this could be a good fit for you. Apply now and submit your resume for consideration. Thank you!

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