Job description

About us

Cascade Guardianship Services is a small professional guardianship agency based in Everett, Washington. Under the supervision of the Superior Court of the State of Washington and the Certified Professional Guardianship and Conservatorship Board our staff of 7 certified guardian/conservators and additional support staff provide residential/care management, transportation and fiduciary services to a wide variety of clients based in several counties in the state.

We promote a comfortable yet professional work environment dedicated to serving our clients with the highest standards of responsiveness, compassion and integrity, while adhering to the professional guardian/conservator standards of practice.

The administrative/financial assistant has the following job responsibilities:

• Enter and maintain accurate computerized banking transactions
• Prepare summary and detail reports to be used for periodic financial accountings
• Compile and prepare financial statements and organize files for periodic court reports
• Assist in the preparation of periodic financial accountings and reports to be filed with Social Security and the state court system
• Act as primary liaison with partner banking institutions in opening, closing and trouble-shooting client bank accounts
• Assist in the identification and marshaling of financial assets for new clients including bank accounts, CDs, pensions, annuities and insurance policies
• Prepare correspondence with financial institutions, Social Security and the Veterans Administration regarding client status and accounts
• Comply with legal, fiduciary, professional standards and company policies
• Assist with the preparation of tax packages, including gathering and organizing various year-end tax statements
• Provide general office assistance and backup receptionist support as needed

Qualifications:

• Background in bookkeeping and/or accounting
• Understanding of revenue, expenses, debits and credits
• High level of numeracy and financial awareness
• Minimum of 2 years work experience in a professional office environment in an administrative or financial support role
• Organized, methodical, conscientious and with excellent attention to detail
• Ability to manage workloads, prioritize, stay on task and meet deadlines
• Ability to maintain personal/professional boundaries and strict confidentiality
• High level of proficiency with Microsoft Office applications
• Excellent oral and written communication skills
• Honesty, integrity, and ability to work independently and flexibly while adhering to professional standards of practice

Background check required upon employment. Eligible for health benefits, paid time off and paid holidays after 90-day probation period. Opportunity for advancement for individual demonstrating superior work ethic and productivity.

Job Type: Full-time

Pay: $21.00 - $22.00 per hour

Benefits:

• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Everett, WA 98201: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative: 2 years (Required)

Work Location: In person

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