Investment Administrator - Seattle

This role supports investment management activities including research and analysis performance measurement client reporting investment compliance and trade execution The Investment Administrator works collaboratively across the company represents Perkins Coie Trust Company with ...

Perkins Coie Trust Company is searching for an Investment Administrator to support the Investment team of Perkins Coie Trust Company. · This role supports investment management activities such as research and analysis, performance measurement, client reporting, · investment compl ...

Manage complex calendars scheduling calls meetings anticipating conflicts ensuring seamless day-to-day flow Provide administrative support investment team assist onsite meetings as needed Coordinate intricate domestic international travel arrangements commercial occasional privat ...

+ Support accounting and post-investment reporting for multiple investment funds · + Coordinate with third-party fund administrators on monthly close and reporting · + Track, review, and allocate fund-related expenses and invoices · + Qualifications: · • 3+ years of experience in ...

A Seattle-based asset manager is seeking a Fund Accountant to own fund accounting across multiple funds including coordinating monthly reporting with third-party administrators allocations distributions supporting audits and tax filings. · ...

++A distinguished independent wealth management firm is seeking a Senior Vice President, Portfolio Manager to join its investment team. · ...

Manage complex calendars, including scheduling calls and meetings, anticipating conflicts, and ensuring seamless day-to-day flow. Provide administrative support to the investment team and assist with onsite meetings as needed. Coordinate intricate domestic and international trave ...

A Seattle-based asset manager is seeking a Fund Accountant to own fund accounting across multiple funds. · This includes coordinating monthly reporting with third-party administrators, allocations, distributions, supporting audits and tax filings, · and assisting with quarterly c ...

A Unique Opportunity at Composition Wealth – an award-winning independent RIA with an amazing culture and national footprint. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families. · Provide operational and administrative sup ...

Vault Insurance & Investments provides tailored investment advisory and insurance services to meet diverse financial goals and needs. · ...

Palingen offers an exceptional opportunity for a high-performing investment professional with strong analytical skills and depth of character to join a young, growing investment firm with a long-term vision. · ...

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients.Developing and maintaining client relationships through proactive client communication. · ...

Maintaining financial records and preparing financial reports as Staff Accountant. Creating journal entries to record transactions on modified cash basis and reconciling all cash and investment accounts monthly. · ...

This is an opportunity to join a company making a tangible impact while continuing to evolve its platform and capabilities. · ...

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, · Assist internal engagement teams with onboarding activities, · Compile and organize investor CRM information, · Communicate and provide information to the te ...

Fuel Talent is partnering with an investment firm in their search for a full-time administrative assistant. · Assist the administrative team in providing administrative support · Provide scheduling and calendar support · ...

We are seeking a qualified dynamic candidate to take on the role of Client Relationship Officer. This individual will work closely with the Chief Trust Officer in the administration of the firm's accounts ensuring accuracy timeliness and adherence to appropriate law compliance ma ...

This position will follow our hybrid work model. We expect the selected candidate to live within commuting distance of the NWPS Seattle, WA Office.We are seeking a Retirement Savings Plan Analyst who will support daily operations for clients retirement plans and their participant ...

Unique Opportunity at Composition Wealth – an award-winning independent RIA with amazing culture and national footprint. · Bachelor's degree, business-related preferred · Associate: 0-2 years of client service or administrative experience in the financial services industry; Senio ...

We are seeking a Staff Accountant who enjoys maintaining financial records and preparing reports. The ideal candidate will be responsible for creating journal entries to record transactions and reconciling accounts. They should also have experience with QuickBooks & Excel. · Know ...