The Assistant Private Accounts Manager will support clients in maintaining their accounts. Assistant Private Accounts Manager must have strong technical and analytical skills as well as strong interpersonal and effective communication skills. Ideal candidate will have experience or interest in working with the Muslim community.

Location: Bellingham, WA – on site

Compensation:

Position range: $58,000-$70,000 per year

Estimated hiring range: $27.88-33.65 per hour.

Hiring rate will depend on qualifications and experience.

Primary duties include:

Help develop and manage primarily high-level investment account relationships.
Recommend portfolio reallocation and execute portfolio trades for accounts.
Work with Relationship Manager to maintain and prepare client files to assist with client inquiries and reviews of account performance.
Work with Portfolio Manager to counsel clients and account beneficiaries on all aspects of their financial needs.
Ability to strategically collaborate with investment management and other departmental teams as needed on projects.
Develop new business and maintain a professional referral network.
Serve on company committees and collaborate with other team members.
Attention to detail when completing tasks and strong organizational skills.
Ability to work with a diverse group of customers.
Effective interpersonal communication skills and leadership skills.
Desire to work in and contribute to a team environment.
Excellent computer skills including learning new systems quickly.

Requirements:

Obtain FINRA SIE, Series 7, and Series 66 within first 9 months of employment.
Bachelor’s degree or equivalent combination of education and experience.
Interest or completion of CFP/CFA is highly desired.
Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening (including marijuana) and reference check.

Our Employee Benefits package includes:

Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees
Health Savings Account, Employee Assistance Program, regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off after first year of service
10 paid holidays (per NYSE holiday schedule)
Paid parental and bereavement leaves
Childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Free YMCA gym membership
Free WTA bus pass

Founded in 1989, Saturna Capital is an Investment Advisor to thirteen mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work in Bellingham, WA.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center

Saturna Capital

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Assistant Private Accounts Manager