Top 103 Financial services Jobs in Spokane, Wa

Trust Associate
Northwest Trustee & Management Services, LLC —Spokane, WA
- $22 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Financial Services Representative
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Spokane, WA
- $65,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Sales
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
WestPac —Spokane, WA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
New York Life Accelerated Path to Management
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Spokane, WA
- $75,000 - $175,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Mortgage Loan Officer - Operations to Production
Generations Home Loans —Spokane Valley, WA
- $75,000 - $300,000 a year
- Mid-level
- Business development
10d
Sr. Personal Financial Representative (Sr. Personal Banker)
GESA CREDIT UNION —Spokane, WA
- $20.00 - $33.07 an hour
- Full-time
- Background check
- Office
- High school diploma or GED
- Commuter assistance
- Paid holidays
Financial Services Professional - Hybrid Remote (WA)
Bankers Life —Spokane, WA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
BCS Business Card Consultant - Gresham, OR
U.S. Bank National Association —Washington State
- $105,400 - $136,400 a year
- Full-time
- 7 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
12d
Mortgage Loan Officer - Operations to Production
Generations Home Loans —Liberty Lake, WA
- $75,000 - $300,000 a year
- Mid-level
- Business development
10d
Banker III (Teller III $20-$24 hourly)
Banner Bank —Liberty Lake, WA
- $19.00 - $24.59 an hour
- Full-time
- Computer literacy
- Basic math
- Mid-level
- Paid holidays
- Health insurance
Wealth Management Trainee (WA)
Bankers Life —Spokane, WA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Mass Mutual NW —Spokane, WA
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- High school diploma or GED
- Business development
- Financial services
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Spokane, WA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Business Relationship Manager I- Officer
JPMorganChase —Spokane, WA
- $80,168.40 - $95,000.00 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Tuition reimbursement
Part Time Associate Banker WA East (30 Hours)
JPMorganChase —Spokane, WA
- $20.00 - $24.66 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
8d
Business Development Associate
De Vere Group —Opportunity, WA
- Research
- Business development
- Financial services
Financial Professional
NYL —Spokane, WA
- $63,467.02 - $145,476.41 a year
- Part-time
- No experience needed
- Bachelor's degree
- In-person
- Paid training
- Disability insurance
Quick Apply
Part Time (20 Hours) Associate Banker, Northpointe Plaza Branch, Spokane, WA
JPMorganChase —Spokane, WA
- $20.00 - $24.66 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
5d
Financial Consultant
WealthBridge Financial Group —Spokane Valley, WA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Services Representative I, II, Senior
Global Credit Union —Spokane Valley, WA
- $42,254 - $73,391 a year
- 8 hour shift
- High school diploma or GED
- Experience equivalent to degree accepted
- Communication skills
- Health savings account
- Paid holidays
2d

I want to receive the latest job alert for financial services in spokane, wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services jobs near spokane, wa

Trust Associate

Northwest Trustee & Management Services, LLC
Spokane, WA

Quick Apply

Job Details

Full-time
$22 - $28 an hour

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Research

Full Job Description

The Opportunity:

Join a passionate, motivated, and experienced team of trust and estate services professionals, committed to providing friendly, efficient, and responsive customer service to our clients and their advisors. At Northwest Trustee, we embrace the core values of integrity, professionalism, diligence, and compassion.

Job Description:

The Trust Associate will perform a wide variety of tasks related to the administration of fiduciary accounts at the direction of their assigned Trust Officer. Successful candidates for this role will have strong analytical skills, a commitment to continuous learning and improvement, robust technological and communication skills, enjoy seeking out new information and synthesizing findings, excellent time management, a focus on attention to detail, the ability to maintain confidentiality and treat colleagues and clients with respect, and an interest in developing collaborative relationships.

Primary responsibilities will include:

Providing daily administrative support to Trust Officers,
Inputting client bills and invoices for payment,
Communicating with clients, professional advisors, and vendors,
Preparing reports and memos,
Drafting communications, presentations, and reports,
Completing forms, applications, and other documents,
Researching and summarizing various topics as requested,
Provide calendaring and meeting support,
Special projects as needed,
Using CRM system to track and complete account related tasks, and
Managing fiduciary risk; following policies and procedures.

Required:

At least two years’ customer service experience in a professional setting.

Preferred:

Associate’s degree
Prior experience with trusts and estates.
Certified Paralegal or Paralegal experience
Strong working knowledge of Microsoft Suite products (Word, Excel, Outlook, etc).

About Northwest Trustee:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

Our Mission:

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is done in a manner that:

Adheres to the highest ethical standards
Treats clients with respect and understanding
Provides clear and timely advice and service
Honors confidentiality

Location:

This position is based in Northwest Trustee’s Boise, ID, Portland, OR, Seattle, WA, or Spokane, WA locations.

Pay: $22.00 - $28.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in spokane, wa

Trust Associate

Financial Services Representative

Financial Advisor

New York Life Accelerated Path to Management

Mortgage Loan Officer - Operations to Production

Sr. Personal Financial Representative (Sr. Personal Banker)

Financial Services Professional - Hybrid Remote (WA)

BCS Business Card Consultant - Gresham, OR

Mortgage Loan Officer - Operations to Production

Banker III (Teller III $20-$24 hourly)

Wealth Management Trainee (WA)

Financial Advisor

Financial Advisor

Business Relationship Manager I- Officer

Part Time Associate Banker WA East (30 Hours)

Business Development Associate

Financial Professional

Part Time (20 Hours) Associate Banker, Northpointe Plaza Branch, Spokane, WA

Financial Consultant

Financial Services Representative I, II, Senior

I want to receive the latest job alert for financial services in spokane, wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected