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Posted: Thursday, September 28, 2017 1:09 AM

Job Description:/h3:
Kutscher Benner Barsness and Stevens, Inc.:an independent, fee:only, comprehensive financial counseling firm: seeks a full:time Client Service Assistant to join our team of professionals, whose clients include individuals, families and trustees.
Duties and Responsibilities
The Client Service Assistants primary function is to assist the firms financial planning associates with the following duties and responsibilities:
:Onboarding new clients, establishing accounts, and coordinating asset transfers;
:Compiling clients financial information into balance sheets, cash flow and tax projections;
:Monitoring and reviewing client account transactions and other account activities;
:Preparing and implementing investment allocation rebalances (possibly including trading in accounts);
:Drafting, editing and transmitting client communications and written annual reports;
:Coordinating with the KBBS team, clients, financial custodians and other related professionals to service client accounts and deliver/implement client investment plans;
:Special project help including but not limited to issue research, compliance, investment analysis, and marketing
Qualifications
We seek candidates who are passionate about financial fitness and literacy. Candidates must have demonstrated an exceptional ability to write, communicate verbally, evaluate and manipulate data, stay organized and work independently in support of a team. Other essential qualities include critical thinking, curiosity, a self:starter mentality, sociability, poise, creativity, discipline and perseverance.
A bachelors degree and strong academic performance are prerequisites. A combination of coursework and experience will be considered. An ideal candidate would have a broad foundation in the liberal arts and sciences with coursework and/or experience with finance and capital markets. Work experience in financial planning or asset management is also a plus. Applicants without financial industry experience or coursework should have had some coursework requiring demonstrated computational rigor. Facility with Microsoft Excel is required.
Industry qualifications (NASD/SEC series 63 66, 65 or 7) and/or enrollment in the Chartered Financial Analyst(r) (CFA), Certified Financial Planner(r) (CFP(r)), or a similar professional certification program, are preferred. Any new graduate will be encouraged to enroll promptly in a course of study for one or more of such designations.
Compensation
We offer a competitive salary, generous 401(k), HSA, education support, transit assistance and medical, dental, vison and disability insurance.
Work Environment
Our team works collaboratively, with energy, imagination and focused deliberation, to bring insight and assurance to our clients. We love what we do and are looking for others to join us who share this ethos.
Application Process
For consideration, please send a resume and one:page (max.) cover letter. Applicants who do not include a cover letter will not be considered.
Company Description:/h3:
Kutscher, Benner Barsness and Stevens brings clarity, organization and direction to your finances and investments. Our broad:spectrum expertise and independent, candid advice guide you through the complex, technical and often emotional aspects of long:term investing. Our team works with you to develop, implement, monitor and adapt a financial plan to sustain success in the long term and build a position of strength from which to address challenges as they arise.

Source: https://www.tiptopjob.com/jobs/72608553_job.asp?source=backpage


• Location: Seattle

• Post ID: 55863122 seattle
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