Senior Associate
HybridBellevue, Washington, United States
Bellevue, Washington, United StatesHybridFull TimeSenior LevelBachelors DegreeEnterprise
Full TimeSenior LevelBachelors DegreeEnterprise
Job Summary
Review investor statements, approve contract notes, and handle daily client information requests via email and phone. Process subscriptions, redemptions, transfers, and contact changes while preparing wire transfer instructions and managing cash reconciliations. Support the year-end audit process and train employees as appropriate. This role requires a Bachelor's degree in Finance or Business Administration and 2-4 years of financial services experience. Located in Bellevue, WA (Hybrid), the position offers a competitive salary and comprehensive benefits including medical, dental, vision, and 401(k) matching.
Required Qualifications
- Bachelor's Degree in Finance, Business Administration or similar field
- 2-4 years' experience in financial/client services
- Excellent interpersonal and communication skills
- Proficient in Microsoft Office suite, with emphasis on Excel
- Team player mentality with a positive attitude
- Strong attention to detail with the ability to manage shifting priorities
- Location: Bellevue, WA - Hybrid
Desired Qualifications
- Knowledge of hedge funds or private equity is a plus
- Knowledge of Anti-Money Laundering (AML) and KYC procedures
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