6 ria jobs at 5 companies in Seattle, WA
2w
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Client Service Associate
Seattle, Washington, United States
$80k-$85k/yr HybridFull Time
3+ YOE3+ years experience at an RIA or broker-dealer, knowledge of separately managed accounts, highly skilled in Microsoft Office, Salesforce, excellent communication, organized and detail oriented.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
1mo
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Portfolio Administrator
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yr HybridFull Time
1+ YOEBachelor's in Economics/Finance required, Series 65 or willingness to obtain, 1+ years analyst experience at an RIA/asset manager, high Excel proficiency, familiarity with Tamarac, Bloomberg, Morningstar, and CRM systems.
Tamarac, Salesforce CRM, Bloomberg, Morningstar, Microsoft Excel
1mo
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Client Service Specialist II
Seattle, Washington, United States
$69k-$86k/yr HybridFull Time
2+ YOEBA/BS required, minimum 2 years in financial services (RIA experience preferred). Proficiency with Charles Schwab, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce, and MS Office. Strong written/oral communication and organizational skills.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Senior Tax Analyst - Tax Operations
Seattle or San Francisco or Los Angeles County
$73k-$124k/yr OnsiteFull Time
4+ YOEBachelor's degree in accounting or related field, 4+ years in tax, Vertex expertise, ERP experience, Alteryx, Microsoft Suite, Google Workspace, and tax research tools; CPA or MS in Tax preferred.
Vertex, Alteryx, Microsoft Suite, Google Workspace, CCH, RIA, BNA, SAP, Oracle, Microsoft Excel
1w
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Senior Tax Analyst - Tax Operations
Seattle or San Francisco
$73k-$124k/yr OnsiteFull Time
4+ YOEBA/BS in accounting, finance, economics, or related field; 4+ years of tax experience; Vertex, Alteryx, ERP, Microsoft Suite, Google Workspace, and tax research tool proficiency.
Vertex, AI, Alteryx, Microsoft Suite, Google Workspace, SAP, Oracle, CCH, RIA, BNA
1w
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Senior Tax Analyst - Tax Operations
Seattle or San Francisco
$73k-$124k/yr OnsiteFull Time
4+ YOEBachelor's degree in accounting, finance, economics, or related field; 4+ years of tax experience; Vertex, Alteryx, ERP, Microsoft Suite, Google Workspace, and tax research tool proficiency.
Vertex, Artificial Intelligence (AI), SAP, Oracle, Alteryx, Microsoft Suite, Google Workspace, CCH, RIA, BNA