Portfolio Accounting Specialist - Seattle, WA - Seattle Staffing

    Seattle Staffing
    Seattle Staffing Seattle, WA

    1 week ago

    Description

    Portfolio Accounting Specialist

    Seattle Staffing is seeking a Portfolio Accounting Specialist to join their team. The ideal candidate will have experience in data management, building macros in Excel, data analytics, and data visualization.

    • Bachelor's or foreign equivalent degree in Business Administration, Finance, or related field required.
    • Six months of experience in portfolio accounting with focus on client onboarding, financial planning and analysis also preferred.

    The successful candidate will be responsible for assessing clients' assets and liabilities as well as cash flow through insurance coverage tax status & more. This person must maintain the integrity of assigned databases while leading projects aimed at improving efficiency scalability services risk controls deliver timely accurate consistent information presented customers ensuring cohesive customer experience. Overall results driven professional able collaborate teams leverage knowledge excel macro expertise provide positive return investment company success critical skills proficiency Data Management MS Office suite communication teamwork leadership strong business acumen organizational strategic thinking analytical problem solving discrete decision making ability punctuality multitasking time management meeting deadlines reliability dependability confidentiality accuracy discretion current modern technology all relevant database software operating systems high level organized prioritization delegation accountability delegation good verbal written communication interpersonal relationships strong internet research initiative proactive task orientated mentorship patient professionalism."}


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