Investment Trust Fund Manager, Mandarin Language

Investment Trust Fund Manager, Mandarin Language Required, Seattle, WA

We are seeking an Investment Trust Fund Manager for a great opportunity in Seattle, WA. This position is 100% Onsite and not Remote.

• Research and apply for the license to form an investment trust.
• Form an investment trust.
• Raise funding for the investment trust.
• Manage and oversee a portfolio of trust accounts.
• Develop and maintain relationships with clients, providing exceptional customer service.
• Conduct research and analysis to ensure compliance with technical accounting standards and regulations.
• Prepare and review financial statements, tax returns, and other trust-related documents.
• Collaborate with internal teams to ensure accurate and timely processing of transactions.
• Monitor investment performance and provide recommendations for adjustments as needed.
• Stay updated on industry trends, regulations, and best practices related to trust management.
• Assist with business development efforts, including identifying sales opportunities and participating in client meetings.

• Investment Trust Fund Management experience is required.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong knowledge of accounting software and financial systems.
• Mandarin language required.
• Fundraising experience required.
• Experience in trust administration or related field.
• Familiarity with technical accounting standards and regulations.
• Excellent and interpersonal skills for effective relationship management.
• Ability to analyze complex financial data and provide strategic recommendations.
• Knowledge of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.
• Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) certification preferred.
• Perform other duties as assigned.

Benefits include medical insurance, retirement plan, PTO, etc. Salary: 80K+ DOE.