Seattle accounting / finance jobs - tribe.net

Analyst

2009-05-01T10:05:56Z

ROLE and RESPONSIBILITIES: - Day-to-day execution of client engagements - Creation and refinement of financial models and related analysis - Drafting placement/information memorandums and management presentations - Taking part in due diligence efforts working directly with management teams and investor groups - Working with senior bankers in assistance of their ongoing business development efforts REQUIREMENTS The ideal Analyst will be/have: - Currently an investment banking analyst/associate with 1 to 3 years of total experience in investment banking or a principal investing role For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 17361 views

Business Development Wealth Markets

2009-02-23T09:23:30Z

Responsible for finding and developing clients for the Wealth Management Division. - Business development for new wealth management business in asset management, trust services, financial planning and private banking. - Plan and execute marketing activities and meetings to close sales and exceed goals. - Source new clients through affluent networks, community activities, professional associates, current bank clients, etc. - Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning, living trust, wills, and investments management services. - Develop strategies to deepen client relationships and cross-sell other products. QualificationsL A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank+of+California&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 6797 views

ASST TRUST RE ASSET MGR

2009-01-12T11:36:31Z

Responsible for the implementation and follow up on various routine administrative activities necessary to maintain files and provide support to real estate officers for the management and or administration functions related to residential and commercial properties held in various types of managed and directed accounts including, trusts, guardianships, conservatorships, agency, custody, IRA and IDA accounts. Responsible for assisting one or more real estate officers in the sale and/or leasing of assigned assets. Qualifications: Three to five years experience working as an assistant in a professional real estate sale and management environment with particular emphasis on residential and small commercial properties; strong attention to detail; For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Union+Bank&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 1365 views

Metro Customer Service Mgr

2008-12-27T12:06:08Z

Manages the branch and supervision of non-exempt branch staff. This includes interviewing, selecting, training, setting and adjusting pay rates and work hours, directing daily work, monitoring or implementing compliance measures, administering discipline, evaluating performance and recommending hiring and termination decisions. Ensures branch meets customer service goals and achieves business results by developing, motivating, and rewarding employees; communicates performance goals and results; recognizes performance; provides coaching and training. Qualifications: - Bachelor's degree, or equivalent work experience - Six or more years of experience in operations and/or human resources activities Preferred Skills/Experience - Strong decision-making and problem-solving skills For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php? word=investment%2Bbank%2Badministrative%2Bassistant%252C% 2Bbank&limit=100&radius=5&city=Seattle&position=Searched&dat e=

Full Time -

Location: Seattle - 483 views

Financial Analyst / Corporate

2008-09-19T15:41:51Z

Description: Employer with a location in your area is currently seeking a skilled finance professional to fill a regular, full-time position. The position offers benefits and an opportunity for advancement. A strong background in finance is generally required for this position. Experience: Previous relevant experience is required, along with any required training, education, etc. The ideal candidate will have the ability to take initiative, work independently and in a team setting, and multi-task effectively. Desired Skills: Previous finance experience with one or more of the following is required. Corporate Finance, Retail and Commercial Banking, Investments, Financial Services, Credit and Lending, Investment Banking, Private Equity, or Venture Capital. Apply Online: To apply online, please email your resume and additional information directly to the employer's email address or resume submittal form. This information is available on the featured employers page at: www.Careers-Finance.com/Jobs.htm

Full Time -

Location: Seattle - 381 views

Personal Banker Business Bank

2008-08-02T03:45:49Z

Responsibilities: * Provide personalized client service to depositors with specific banking needs. * Sell and open Checking, Savings, CDs, and IRAs, maintaining appropriate paperwork and requests to ensure accounts are set up in entirety including client follow-up. * Work within a team to make decisions supported by account information. * Responsible for drive-up, walk-in, and courier bag transactions and relaying accurate account information to customers in a professional manner. Requirements: * Minimum 2 years recent personal banking experience to include: teller cash handling experience, cash balancing, and new account opening experience a plus. * Typing, 10-key data-entry, and PC knowledge required. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=Washington&position=Searched&date=

Full Time -

Location: Seattle - 325 views

Portfolio Manager

2008-07-23T13:28:30Z

Manages a portfolio for individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk. Assists in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives. Keeps informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions. Supports new business development, relationship management, marketing and/or product development. Qualifications Basic Qualifications - Bachelor's degree and five to ten years of related experience - Master's degree, Chartered Financial For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAnalyst%2B%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 484 views

PRIV BANK RELATN MGR

2008-07-09T02:19:03Z

Description: Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of routine to complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. Qualifications : A minimum of five years work experience in banking or financial services. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?zip=&word=Investment%2520Bank%2520Sales&limit=100&radius=100&city=&position=Investment%20Bank%20Sales

Full Time -

Location: Seattle - 1141 views

Corporate Accounting

2008-07-08T12:38:35Z

Accounting Job / Career Description: We are currently seeking an Accounting Professional for a world-class / featured Accounting employer with a location in your area. The company is seeking a skilled professional to fill a regular full-time position. All positions represented offer benefits and an opportunity for advancement. A strong background in Accounting is generally required for this position and for all positions and companies we represent. Experience: Previous relevant experience is required, along with any required training, education, etc. The ideal candidate will have the ability to take initiative, work independently and in a team setting, and multi-task effectively. Desired Skills: Previous experience with one or more of the following is required. Corporate Accounting, Public Accounting, Accounts Payables & Receivables, Bookkeeper, Accounting Clerk, Payroll, Cost Accounting, Actuary, Tax Accountant, Audit, or Forensic Accounting. Apply: To apply online, please email your resume and additional information to directly to the employer's email address or resume submittal form. This information is available on the featured employers page: www.eAccountingCareer.com/job.opening.htm

Full Time -

Location: Seattle - 942 views

Private Bank Sales Assistant

2008-07-04T00:43:04Z

Provide administrative support to our team of Global Investment Specialists. Global Investment Specialists provide clients with strategic and tactical investment advice based on their overall understanding of a client’s entire wealth plan. The Sales Assistant will provide support in all facets of daily business routine (including routing client calls and inquiries, contact with clients regarding their account status, organizing market mailings and assisting with travel plans and expense reports) while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Qualifications - Series 7, 63 Registration a plus (would be required after 6 months of employment) - High school diploma, college degree, preferred but not necessary - Minimum 5 years administrative experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?zip=&word=Investment%2520Bank%2520Trade%2520Support&limit=100&radius=100&city=&position=Investment%20Bank%20Trade%20Support

Full Time -

Location: Seattle - 3613 views

Accounting Manager

2008-07-01T03:21:26Z

Responsibilities - Manage day-to-day operations of accounting unit, including managing workload and assuring efficiency of team. - Manage all account reconciliation and oversee preparation of all general ledger entries. - Reconcile General Ledger Balance Sheet Accounts, revenue and investment accounts. - Prepare financial statements, including cash flow statement, balance sheet and supporting schedules and assist auditors during audit process. Requirements: Minimum Qualifications Bachelors or Associates Degree in Accounting. Four years experience working with accounting systems, and two years supervisory experience. Excellent skill in Excel and demonstrated knowledge of Word and Access. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: Seattle - 1423 views

Loan Officer - (Prime)

2008-06-21T02:11:42Z

As a Prime Retail Loan Officer, you will solicit mortgage loans and develop business network resources for loan referrals using the following avenues: realtors, builders, existing customers, and other networking avenues. In this role you will take complete applications for mortgage loans in accordance with corporate/federal/state policies, procedures and requirements; fulfill pre-doc and funding loan conditions in conjunction with the Loan Processor; quote rates and ensure the loan is properly locked; provide a high level of customer service by educating the customer regarding the mortgage origination process, level setting the customer's expectations and keeping all parties to the transaction informed as to the status of the loan application; and will comply with and adhere to all Federal and State compliance regulations and HMDA requirements. Minimum application volume will be determined by Division. Minimum of 2 years of mortgage originations experience, preferably in prime retail originations Must have a solid monthly production based upon the geographic market in which you service For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=JPMorgan+Chase&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 2346 views

Private Bank Sales Assistant

2008-06-15T01:51:03Z

ESSENTIAL FUNCTIONS: * Contact clients regarding their account status * Open, maintain, update and close accounts via the in-house sytems * Take and execute unsolicited client trades * Enter, process, correct, reconcile & cancel trades * Resolve account problems/inquiries ? interaction with internal operations, clients and salestraders when necessary * Act as liaison between salestrader and the account initiation group pertaining to the initial opening of accounts Business Skills: * Series 7, 63 Registration a plus (would be required after 6 months of employment) * High school diploma, college degree, preferred but not necessary * Minimum 5 years administrative experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: Seattle - 1739 views

Accounting Coordinator

2008-06-14T04:46:00Z

Responsibilities : May establish and maintain accurate vendor information in accounting software utilized by client accounting May be responsible for the timely printing of checks as approved by accountants. Confirms checks have accurate bank account numbers and appropriate signatures. Ensures supporting documentation is present and attaches documents to copies of the checks. Mail vendor checks and guarantee that all special handling checks are addressed the same day Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative, but not exclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and EXPERIENCE : High school diploma or General education degree (GED) required; AA with focus on Business or Finance administration preferred For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: Seattle - 1791 views

Staff Accountant

2008-05-27T00:06:29Z

The staff accountant is responsible for all aspects of property level financial reporting. The position works closely with business managers, investment managers, and the A/P Manager. The position reports directly to the accounting manager and may take direction from the assistant controllers and controller. Requirements: EDUCATION AND EXPERIENCE Bachelor's degree in Accounting or other business related degree, a minimum of two years general ledger experience, or an incorporation of the two For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bstaff%2Baccountant%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 265 views

Central Supervision Spclst 1

2008-05-23T08:20:01Z

Position is primarily responsible for conducting the principal (sales supervision) review of new securities accounts, investment suitability review, review of various key supervision and exception reports, correspondence review, outside brokerage account review, direct trades, and active account review. This "principal" (sales supervision) function exists in order to ensure that each transaction meets clients objectives and that all transactions adhere to securities laws and regulations. Must be licensed as a "principal" to perform the duties of this job as individuals responsible for the management or supervision of securities business. Partner with branch management teams to ensure business is conducted within guidelines set by firm and industry regulations. Analyzes daily management exception reports for all lines of securities business. Minimum Qualifications : Series 24 or 9/10 Preferred Skills : 1 to 2 years management experience For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Wells+Fargo&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 140 views

Personal Banker

2008-05-18T03:54:27Z

Actively develops new business and expands existing customer relationships. Assesses and handles customers' banking needs, obtains and processes customer/account information and sells bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Qualifications Basic Qualifications - High school diploma or equivalent - Two to four years of experience in retail banking and/or sales industry For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=U.S.+Bank&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 189 views

Analyst II - Financial Planning & Analysis

2008-05-13T03:35:36Z

- Developing and producing ad-hoc, weekly, monthly, and quarterly management reports. - Primary liaison with technology team regarding data and system issues. - Become subject matter expert with data and reporting systems, including Access, Excel, Business Objects and Essbase. - Data mining and research. - Work closely with WaMu Investments sales and business managers as well as other finance departments. Qualifications Bachelor's Degree in Finance or related field required; MBA, CFA, CPA, or CMA is preferred. 2 years of progressively responsible work experience in financial analyses For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Banalyst%252C%2Bbank&limit=100&radius=5&city=Washington&position=Searched&date=

Full Time -

Location: Seattle - 139 views

Metro Customer Service Mgr

2008-05-08T03:21:48Z

Manages the branch and supervision of non-exempt branch staff. This includes interviewing, selecting, training, setting and adjusting pay rates and work hours, directing daily work, monitoring or implementing compliance measures, administering discipline, evaluating performance and recommending hiring and termination decisions. Ensures branch meets customer service goals and achieves business results by developing, motivating, and rewarding employees; communicates performance goals and results; recognizes performance; provides coaching and training. Coordinates operational activities within the branch to ensure satisfactory passing of Retail Quality Assurance (RQA) assessments and operational audits. Qualifications: - Bachelor's degree, or equivalent work experience - Six or more years of experience in operations and/or human resources activities Preferred Skills/Experience For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=U.S.+Bank&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 294 views

Solution Manager - Finance

2008-04-28T20:15:03Z

Don't miss this opportunity to join a new team in a growing and exciting division within the world's largest software company. We have a Finance Solutions Manager role open in which you will be working on a finance automation project, translating business requirements into work process and system solutions. Successful candidates will have a finance/accounting and IT background with strong documentation and client interfacing skills. Bring your wealth of knowledge and experience to add real value to this growing team. The Solution Manager will be responsible for primarily documentation, user training, and testing. Deliverables for May thru July: * Prepare and Facilitate a Design Demo of the new SAP functionality with the Finance end users. * Document work processes and new desktop procedures around new work processes. * Document test scenarios for User Acceptance Testing in late June/early July. * Identify testing scripts for the Dev Team to test system changes. Requirements: * 6+ years financial/accounting background * 3+ years of project management experience specifically around systems processes * Strong documentation skills * Ability to work with users * Ability to develop test scripts and coordinate a UAT The detailed job description is available here: http://www.agilerecruiter.com/agilecan/jobsview.php?RowId=1945 To indicate your interest and apply online securely, please follow: http://www.agilerecruiter.com/agilecan/starthere.php?job=1945 /j942408

Full Time -

Location: Seattle - 218 views

POA / Financial Advisor

2008-04-28T02:54:27Z

Job Responsibilities: The Financial Advisor position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling. Financial Advisors listen to their clients' life goals and objectives and leverage the power of Merrill Lynch to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients. Initial training experiences will give you a foundation of financial planning skills and prepare you for the Series 7 General Securities Exam. A bachelor's degree in a business related discipline is strongly preferred; an MBA, JD, CPA, CFP, CIMA, or other related professional certification is a plus. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Merrill+Lynch&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 123 views

Assistant Manager

2008-04-16T02:42:17Z

Assistant Manager's range of duties will vary depending on the branches size and staff, which will govern their management as opposed to functional role. Generally, assistant managers must assist and support the manager in leading a team of sales and service professionals to meet and exceed sales goals and customer delight targets. Responsible for daily implementation of Manager's directives. Routinely work with customers to uncover and satisfy their financial needs. Spend a majority of their time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the center, and ensuring that the customers needs are met. Observe banking center team in action through the eyes of the customer. Qualifications Required Skills: High School Diploma/GED; Within the last five years, must have minimum of one to three years of direct management or supervisory experience leading, motivating, and developing a team of five or more associates in a service-focused environment; One year or more of sales experience in a goal and/or commission-based environment; For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Bank+of+America&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 188 views

Account Executive

2008-04-12T03:58:45Z

As part of our Sales Team, you will market our contemporary financial and insurance products to new and existing customers. Responsibilities include achieving your personal sales goals through internal and external marketing of our loan products, assisting the Branch Sales Manager with loan documentation, disbursement of proceeds, processing counter payments, and audit. Successful candidates will have excellent communication and interpersonal skills, be independent and self-motivated, and possess a strong and competitive sales drive and a commitment to excel. Management opportunities are also available based on successful performance and completion of our management training. Basic Qualifications: - High School or GED required - Bachelor's Degree or equivalent experience preferred - Sales experience is preferred but not necessary For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=HSBC+Bank&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 145 views

Senior Analyst FP&A

2008-04-11T03:54:59Z

Conducting analytical queries and models to drive business decisions Working with management to develop Financial Plan and Forecasts Analyzing and publishing financial results Building and maintaining SBS models Collecting data from various source systems Educating internal customers on costing methodology Identifying new/revised procedures necessary to respond to changes in a timely and effective manner Qualifications : Bachelor's Degree in Finance or related field required; MBA, CFA, CPA, or CMA is preferred. 2-4 years of progressively responsible work experience in financial analysis is preferred. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Washington+Mutual&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 170 views

Commercial Relationship Manage

2008-03-31T02:36:32Z

Handles credit and deposit needs for commercial banking and commercial real estate investment customers involved in ownership and/or operation of businesses or who invest in or develop real estate. Initiates and develops new business through outside business development activities. Achieves annual growth goals for loans, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms. Requires a Bachelor’s degree or equivalent and significant experience successfully managing the most complex and valuable customers. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Sales&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Sales&date=

Full Time -

Location: Seattle - 194 views

Portfolio Monitoring Analyst 1

2008-03-25T01:09:18Z

Completes accurate and consistent financial statements, spreads, quarterly trend analyses, covenant tests, and collateral reviews in accordance with bank spreading standards and commercial credit policies. Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of Portfolio Managers and/or Relationship Managers. Qualifications Basic Qualifications - Bachelor's degree with coursework in accounting and finance, or equivalent work experience For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=U.S.+Bank&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 371 views

Portfolio Management Assistant

2008-02-29T03:22:30Z

Will assist Portfolio Managers with: portfolio analysis to enhance investment programs, rebalancing of client portfolios, client reporting (ad hoc custom and standardized), trading, statistical analytics, and reg 9 reviews. Will also work with clients to respond to investment/reporting needs. Will work within a team environment to understand client accounts and contribute to overall client service model to increase the efficiency of the team and contribute to overall risk management. Responsible for executing investment programs designed to achieve client objectives. May help to prepare quarterly performance books for clients. Researches and reconciles returns between client portfolios and investment managers. Assists in client specific research projects. Qualifications Must have a Bachelors Degree in Finance. Must have proficiency in MS Office applications to include Excel as well as strong analytical skills and strong verbal and written communication skills. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Risk%2520Management&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Risk%20Management&date=

Full Time -

Location: Seattle - 185 views

Assistant Manager

2008-02-25T02:58:33Z

Assistant Manager's range of duties will vary depending on the branches size and staff, which will govern their management as opposed to functional role. Generally, assistant managers must assist and support the manager in leading a team of sales and service professionals to meet and exceed sales goals and customer delight targets. Responsible for daily implementation of Manager's directives. Routinely work with customers to uncover and satisfy their financial needs. Qualifications Required Skills: High School Diploma/GED; Within the last five years, must have minimum of one to three years of direct management or supervisory experience leading, motivating, and developing a team of five or more associates in a service-focused environment; One year or more of sales experience in a goal and/or commission-based environment; Ability to manage difficult situations with customers and provide clients with information, data, and advice; Develop client relationships and build and develop partnerships with customers, suppliers and colleagues; Coach and motivate front-line employees. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Bank+Of+America&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 234 views

Sales Assistant

2008-02-20T09:05:20Z

Provides sales and some administrative support to one or more investment consultants. Responds to client inquiries both verbally and in writing, provides quotes, monitors accounts and posts transactions. May also provide new accounts support. Delivers superior service to all customers, financial advisors and business partners. Assists financial advisors in recognizing sales opportunities and achieving production goals. Professionally and efficiently performs a variety of sales support and operational functions. Expedites research and problem resolutions, ensuring complete satisfaction. Processes all assigned tasks and paperwork in a thorough, accurate and timely manner. Stays current on product, technology, BAI policy and regulatory changes. Qualifications : Must be proficient in Microsoft Word, Excel, and Outlook. Must have a minimum of a bachelor’s degree. Must have past experience working for a financial institution. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAdministrative%2BAssistant%2B%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 125 views

Administrative Assistant

2008-02-03T03:58:10Z

Manage the production of quarterly client investment performance reports Coordinate with word processing, central files, mailroom and print shop staff Create and proofread documents and other materials for client projects Receive, copy, distribute and file correspondence, reports and financial statements Draft correspondence and prepare mailings Answer telephones, take messages and redirect calls for the team from investment managers, clients and prospects, and colleagues from around the world Qualifications Three to five years' experience working in the investment consulting, investment management or investment banking field Knowledge of finance and investments (ideally acquired through work experience) For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Administrative+Assistant+%2C+Seattle&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: Seattle - 116 views

Portfolio Manager III

2008-02-01T04:01:00Z

The Portfolio Manager provides integrated investment advice and portfolio management services for Global Wealth and Investment Management client distribution segments served by the Private Bank (“PB”). Manage complex, diversified investment portfolios on a day-to-day basis. Consistently execute our portfolio management process, which consists of five steps: client profiling, asset allocation, portfolio construction, comprehensive investment fulfillment and client communication. Serve client needs by partnering with the client service team to retain and grow existing portfolios, as well as actively attract new business. Represent Bank of America in professional organizations. Requirements: - Undergraduate degree; advanced degree and/or CFA preferred. - Seven to ten years of prior portfolio management or investment related experience for Portfolio Manager III, Senior Vice President title based on PAS guidelines. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=%2520Asset%2520Management%2520Portfolio%2520Management&limit=100&radius=5&city=Seattle&position=%20Asset%20Management%20Portfolio%20Management&date=

Full Time -

Location: Seattle - 225 views

Sales Assistant

2008-01-31T03:02:21Z

Provides sales and some administrative support to one or more investment consultants. Responds to client inquiries both verbally and in writing, provides quotes, monitors accounts and posts transactions. May also provide new accounts support. Delivers superior service to all customers, financial advisors and business partners. Assists financial advisors in recognizing sales opportunities and achieving production goals. Professionally and efficiently performs a variety of sales support and operational functions. Expedites research and problem resolutions, ensuring complete satisfaction. Processes all assigned tasks and paperwork in a thorough, accurate and timely manner. Stays current on product, technology, BAI policy and regulatory changes. Qualifications Must be proficient in Microsoft Word, Excel, and Outlook. Must have a minimum of a bachelor’s degree. Must have past experience working for a financial institution. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAdministrative%2BAssistant%2B%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 258 views

Sales & Service Assistant

2008-01-29T10:04:05Z

Supports Private Client Advisor (PCA) and Private Client Manager (PCM) in maintaining existing customer relationships and building new relationships in a Private Wealth Management environment. Works with PCMs and PCAs to manage the logistical and administrative aspects of meeting client needs and expectations through the integrated delivery and service of credit, fiduciary, investment, specialized asset management and depository products. Responsibilities include identifying and presenting product solutions to clients based on their needs, processing new account paperwork, acting as liaison between sales team and product specialists, coordinating and organizing sales presentations. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAdministrative%2BAssistant%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 501 views

Accounting Specialist Opportunities with Attenex

2008-01-25T22:01:24Z

Attenex Corporation is looking to add an Accounting Specialist to its Accounting/Finance Team immediately. This is an excellent opportunity for someone that is interested in working in a small cohesive team supporting an organization of 100-150 employees. The incumbent will report directly to the Senior Accountant and own the full-cycle Payroll plus additional Accounts Payable responsibilities. Attenex also offers fully paid employee insurance benefits plus 401K matching and other generous benefit offerings. Attenex began with the breakthrough idea of accelerating legal document review with the help of new technology. Today, we lead the category with software that puts customers in control of the discovery process by combining patented content analysis technology, intuitive visual applications and a powerful processing engine. Attenex earned its market leadership position through fierce focus on a user experience that squares with how attorneys think and what they need to optimize discovery. We continue to lead this new market segment by delivering innovative solutions to address new aspects of this rapidly changing market. Find out why Attenex is the “must have” solution for Fortune 500 corporations and the best law firms in the country at http://www.attenex.com. To indicate your interest and apply online securely, please follow: http://www.agilerecruiter.com/agilecan/starthere.php?job=1708 The detailed job description is available here: http://www.agilerecruiter.com/agilecan/jobsview.php?RowId=1708 To browse and apply for other jobs, please visit: www.agilerecruiter.com/agilecan/

Full Time -

Location: Seattle - 182 views

Corp Trust Finl Mgmt Analyst 4

2008-01-16T05:23:29Z

Responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements. Basic Qualifications - Bachelor's degree in finance or related field, or equivalent work experience - Five to eight years of experience in asset management of trust accounts - Proven systems literacy with SEI For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bentry%2Blevel%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 139 views

Corporate Trust Administrator, Municipal Finance

2008-01-09T02:07:13Z

Job Description: We are seeking a Corporate Trust Administrator in Seattle, WA whose role is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts with in the Municipal Finance Group. You must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts. Furthermore, you will be tasked with ensuring compliance and customer satisfaction to the highest standards of the bank. Primary Responsibilities include: * Supporting Relationship Managers in effectively administering the accounts * Receiving orders for daily investments; handling all cash and asset management activities * Coordinating services and monitoring contractual obligations; assisting with vendor invoices and requisitions * Active participation in retentive marketing efforts for securing additional business opportunities * Monitoring incoming funds, initiating instructions for outgoing funds, reconciling out-of-bank assets, etc. * Preparing client audit confirmations and assisting the Relationship Manager in the collection of fees Business Skills: * Proficiency in MS Office Suite (Word, Excel) * Ability to multi-task while demonstrating detail-orientation * Strong problem solving, analytical and organizational skills required * Background in mathematics, quantitative analysis, finance or accounting preferred * Ability to work independently and as part of a team * Excellent oral and written communication skills Education/Licenses/Certifications: Bachelors Degree in Business or related field required. For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Bank+of+New+York&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 136 views

Sales & Service Assistant

2008-01-03T03:23:25Z

Responsibilities include identifying and presenting product solutions to clients based on their needs, processing new account paperwork, acting as liaison between sales team and product specialists, coordinating and organizing sales presentations. Provides a superior level of service to all clients, PCMs, PCAs and bank partners. Member of the service team who interacts with the client to complete necessary transactions, deposits, transfers etc. Performs servicing and account maintenance activities such as deposits/transfers, etc. Performs administrative duties such as typing, filing, and copying, creating and implementing process oriented initiatives for sales team. Qualifications - Must have current/active Series 7/63 license - Client facing experience in a retail banking environment - Experience in the delivery of banking, investment, and/or fiduciary products For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2BAdministrative%2BAssistant%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 139 views

Sales Assistant

2007-12-24T23:48:43Z

Provides sales and some administrative support to one or more investment consultants. Responds to client inquiries both verbally and in writing, provides quotes, monitors accounts and posts transactions. May also provide new accounts support.Delivers superior service to all customers, financial advisors and business partners. Assists financial advisors in recognizing sales opportunities and achieving production goals. Professionally and efficiently performs a variety of sales support and operational functions. Expedites research and problem resolutions, ensuring complete satisfaction. Processes all assigned tasks and paperwork in a thorough, accurate and timely manner. Stays current on product, technology, BAI policy and regulatory changes. Qualifications: Must be proficient in Microsoft Word, Excel, and Outlook. Must have a minimum of a bachelor’s degree. Must have past experience working for a financial institute For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Bank+Of+America&limit=100&radius=5&city=Seattle&position=&date=date

Full Time -

Location: Seattle - 304 views

Sales & Service Assistant

2007-12-20T00:39:23Z

Responsibilities include identifying and presenting product solutions to clients based on their needs, processing new account paperwork, acting as liaison between sales team and product specialists, coordinating and organizing sales presentations. Provides a superior level of service to all clients, PCMs, PCAs and bank partners. Member of the service team who interacts with the client to complete necessary transactions, deposits, transfers etc. Performs servicing and account maintenance activities such as deposits/transfers, etc. Performs administrative duties such as typing, filing, and copying, creating and implementing process oriented initiatives for sales team. Qualifications - Must have current/active Series 7/63 license - Client facing experience in a retail banking environment - Experience in the delivery of banking, investment, and/or fiduciary products - High-level organization skills and ability to prioritize are required - Strong written and verbal communications skills - Customer service skills, excellent interpersonal skills, and a team player - Strong attention to detail - Strong Winndows XP experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Badministrative%2Bassistant%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 559 views

Sales Assistant

2007-12-14T13:50:33Z

Provides sales and some administrative support to one or more investment consultants. Responds to client inquiries both verbally and in writing, provides quotes, monitors accounts and posts transactions. May also provide new accounts support. Delivers superior service to all customers, financial advisors and business partners. Assists financial advisors in recognizing sales opportunities and achieving production goals. Qualifications Must be proficient in Microsoft Word, Excel, and Outlook. Must have a minimum of a bachelor’s degree. Must have past experience working for a financial institution. Must have Series 7 & 63 licenses or obtain both within 6 months of start date. Strong time management, organizational and communication skills. Excellent customer service and multi-tasking skills. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bassist%252C%2Bbank&limit=100&radius=5&city=Seattle&position=Searched&date=

Full Time -

Location: Seattle - 125 views

Portfolio Management Associate

2007-12-10T08:47:58Z

The Portfolio Manager Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. Responsible for executing investment programs designed to achieve the objectives of Private Bank clients. Implements policies and programs approved by management on accounts supporting one or more portfolio managers. Works under the direction of management or senior portfolio managers. Qualifications Must have a Bachelors Degree in Finance, Accounting, Economics or equivalent. Must be a team player with excellent communication both over the telephone and in person. Must have computer skills to include Microsoft Word, Excel, and PowerPoint. Must have a high level of professionalism and proficiency For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: Seattle - 149 views

Executive Assistant

2007-12-05T08:59:57Z

The Administrative Assistant role involves supporting the sales organization including GMM and Private Bankers with their day-to-day responsibilities that evolve around: client relationship management, office management, T&E and other support activities. Specifications / Qualifications Minimum 5 years of corporate experience supporting sales organizations and ability to multi-task. High level if integrity and sensitivity to client information is a must. Analytical skills and data evaluation abilities a must. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Executive+Assistant+%2C+washington&position=Searched&limit=100&radius=100&search=search

Full Time -

Location: Seattle - 151 views

Wealth Management- Associate Advisor

2007-12-02T08:25:50Z

The Wealth Management Associate Advisor will assist the Directors in all aspects of the WM practice for the Seattle EU. The candidate will be responsible for assisting in design and implementation of investment portfolios, preparing financial plans, analyzing and recommending insurance products and assisting in new business acquisition. In addition the candidate will have ongoing responsibilities for servicing and retaining current clients. Required Skills/Education: - Bachelor degree. Professional designation is preferred. - Minimum of 3 years of relevant experience. - FINRA Series 7, 66 licensed. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=%2520Wealth%2520Management%2520Accounting&limit=100&radius=5&city=Seattle&position=%20Wealth%20Management%20Accounting&date=

Full Time -

Location: Seattle - 148 views

Bookkeeper/Accountant

2007-11-27T07:08:36Z

This position has a wide range of support function responsibilities, including but not limited to the following: - Processing invoices, paying bills and posting journal entries - Preparation of bank reconciliations - Assisting in the preparation of financial statements - Processing client billing Requirements: - A 4-year college degree - Highly motivated and proactive - The ability to complete complex projects with minimal direction For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=investment%2Bbank%2Bstaff%2Baccountant&limit=100&radius=5&city=Washington&position=Searched&date=

Full Time -

Location: Seattle - 149 views

Mutual Fund Financial Analyst

2007-11-05T23:43:44Z

The responsibilities of the individual in this position include: Prepare and review fund financial statements and supporting fund audit requests. Prepare and review regulatory filings (e.g., Form N-SAR, Form N-CSR, Form N-Q). Perform review of custodian bank records to ensure reliability and integrity of financial information as it relates to fund accounting. The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelor's degree in accounting, business or a related area; interest towards a CPA license or CFA designation a plus. 1-3 years experience in public, corporate of mutual fund accounting setting desired. For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Accounting&limit=100&radius=5&city=Washington&position=Investment%20Bank%20Accounting&date=

Full Time -

Location: Seattle - 152 views

Portfolio Manager

2007-10-29T14:16:55Z

Manages a portfolio for individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk. Assists in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives. Keeps informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions. Supports new business development, relationship management, marketing and/or product development. Strong focus on managing client account retention to meet Net Portfolio growth objections of the company. Basic Qualifications - Bachelor's degree and five to ten years of related experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Risk%2520Management&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Risk%20Management&date=

Full Time -

Location: Seattle - 161 views

Portfolio Manager

2007-10-28T10:27:07Z

Manages a portfolio for individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk. Assists in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives. Keeps informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions. Supports new business development, relationship management, marketing and/or product development. Strong focus on managing client account retention to meet Net Portfolio growth objections of the company. Basic Qualifications - Bachelor's degree and five to ten years of related experience For details, please find job posting: http://www.investmentbankcareer.com/ibankjobs.php?word=Investment%2520Bank%2520Risk%2520Management&limit=100&radius=5&city=Seattle&position=Investment%20Bank%20Risk%20Management&date=

Full Time -

Location: Seattle - 151 views

Seeking Accountant..... Barter?

2007-10-15T20:52:05Z

Hello! I'm a successful, solo mobile hairstylist who sucks at getting bookwork and tax filing done. Perhaps you or someone you know could help me get started in learning to keep the IRS off my back? Would like to at least partially barter. Check my website at helicopterhair.com Thanks!

Part Time -

Location: Seattle - 11 views

Payroll / HRIS Specialist

2007-09-27T17:21:34Z

SolutionsIQ is seeking a talented and experienced Payroll/HRIS Specialist to be responsible for timely and accurate processing of multi-state payroll including overtime wage calculations, tax withholdings and deductions for employee benefits and garnishments. Maintains payroll system and HRIS data integrity on a daily basis. Produces standard and custom reports from employee databases. Helps keep employee files up to date and accurate with employee related information. To indicate your interest and apply online securely, please follow: www.agilerecruiter.com/agilecan/starthere.php?job=1144 The detailed job description is available here: www.agilerecruiter.com/agilecan/jobsview.php?RowId=1144 Thank you for your time! We hope to work with you soon. Warmly, The SolutionsIQ Recruiting Team www.solutionsiq.com Powered by AgileRecruiter

Full Time -

Location: Seattle - 11 views