Financial Specialist Jobs in Washington

Location Requirement: Candidates must reside in Clark County, Washington. This is a hybrid position with primarily remote work, occasional in-person client visits, and team meetings. Reliable transportation and the ability to meet clients in the Vancouver/Portland metro area as needed are required.

Are You Looking for a More Personal Way to Work in Finance?

Are you an experienced wealth management, financial planning, trust, or family-office professional who enjoys financial work but wishes you could be more involved in your clients’ financial lives beyond the planning and advice?

Do you miss frequent, meaningful client interaction? Would you enjoy understanding the full picture of a client’s financial life and helping turn financial plans and professional advice into action?

At the same time, do you enjoy working through the financial details? Are you comfortable with numbers, financial records, bookkeeping, and solving the practical financial issues that arise in everyday life?

Daily Money Management offers an opportunity to bring those strengths together.

About SDS Smart Daily Services

SDS Smart Daily Services helps individuals and families bring organization, clarity, and confidence to their financial lives.

Our services include personal bookkeeping, bill payment, cash-flow oversight, financial organization, and coordination with clients’ financial advisors, CPAs, attorneys, fiduciaries, and family members.

Our clients have diverse needs. Some are older adults who benefit from hands-on support with their day-to-day finances. Others are high-net-worth individuals and families with more complex financial lives involving multiple accounts, investments, retirement assets, trusts, tax considerations, and professional advisors.

For some clients, our work resembles aspects of a personal family office, providing hands-on financial administration and coordination that may fall outside the traditional scope of their wealth manager, CPA, or attorney.

Our firm is growing, and we are also expanding into tax preparation to provide clients with more integrated financial support.

Learn more at www.smartdailyservices.com.

The Role

This is not a traditional bookkeeping position.

Bookkeeping and bill payment are important parts of Daily Money Management, but the role requires something broader: financial knowledge, attention to detail, sound judgment, discretion, organization, and the ability to build trusted client relationships.

You will work with a range of clients and financial situations. A particular focus of this position will be serving financially sophisticated and high-net-worth clients who benefit from a DMM with a broad understanding of personal finances and the ability to see how the different pieces of their financial lives fit together.

You are not expected to replace a client’s wealth manager, CPA, attorney, or other advisor, or to provide advice outside the scope of your role. Instead, you will often be the person who connects the pieces, manages the details, coordinates among professionals, and helps ensure that important financial tasks are carried through.

Responsibilities

1. Client Financial Management

• Manage personal bookkeeping and financial records for assigned clients
• Reconcile and review bank, credit card, investment-related, and other financial accounts
• Manage bill payment, recurring financial obligations, and day-to-day financial administration
• Monitor cash flow, account activity, and upcoming financial needs
• Prepare financial summaries and reports
• Identify discrepancies, missing information, and matters requiring follow-up

2. Client Relationships & Financial Coordination

• Serve as a trusted point of contact for assigned clients
• Develop an understanding of each client’s broader financial picture, priorities, and preferences
• Communicate regularly and proactively with clients
• Understand and help coordinate complex financial situations involving investments, retirement accounts, trusts, multiple income sources, tax considerations, and other financial matters
• Coordinate with financial advisors, CPAs, attorneys, fiduciaries, insurance professionals, and other advisors
• Track financial documents, deadlines, requests, and action items across multiple professionals
• Support onboarding and transition of new client relationships
• Take responsibility for increasingly complex client relationships as you grow into the role

For us, excellent client service means understanding a client’s financial life well enough to recognize what needs attention, organize the relevant information, and help ensure that the right people are involved.

3. Tax & Practice Support

As we expand our tax preparation services, you will also help with activities such as:

• Organizing tax documents and identifying missing information
• Coordinating tax information and client communications
• Maintaining tax-season workflows and deadlines
• Supporting efficient tax-preparation processes

Prior tax experience is valuable but not required.

Because we are a small, entrepreneurial firm, the position will also include selected practice-development and operational responsibilities, particularly as we continue growing our client base:

• Contributing to blog articles and client educational materials
• Developing social media content
• Creating and updating marketing materials
• Supporting newsletters and other client communications
• Helping improve workflows and processes
• Supporting selected marketing and networking initiatives

We are not looking for a professional marketer. We are looking for someone who communicates well, shows initiative and sound judgment, and enjoys contributing beyond a narrowly defined job description.

Who We’re Looking For

We are particularly interested in professionals with client-facing experience in:

• Wealth management or financial planning
• Trust administration
• Family office services
• Daily Money Management
• Other areas of personal financial services involving direct client relationships

We are also open to professionals from accounting or tax backgrounds when their experience includes significant work with individual clients and their broader personal finances.

Your current job title matters less to us than the combination of financial knowledge, client relationship skills, judgment, attention to detail, and curiosity you bring.

You may currently work in a larger financial institution and enjoy the financial side of your role but miss having a more direct, personal impact on clients. Or perhaps you have spent years supporting financial advisors, trusts, or high-net-worth families and would like the opportunity to understand and work with the whole financial picture rather than one small piece of it.

Qualifications

Required

• Bachelor's degree in finance, accounting, business, economics, or a related field preferred; relevant financial-services experience is equally valued
• Professional experience in personal finance or financial services
• Strong understanding of personal financial concepts
• Comfort with hands-on financial work, including bookkeeping, account reconciliation, bill payment, and financial recordkeeping
• Excellent organizational skills and attention to detail
• Strong written and verbal communication skills
• Professional presence and confidence working directly with clients
• Sound independent judgment and a high level of discretion
• Proficiency with Microsoft 365, particularly Excel, and confidence learning new financial software and technology
• A proactive, ownership-oriented approach to work
• Ability to work independently while collaborating closely with a small team
• Must reside in Clark County, Washington
• Reliable transportation and ability to meet clients in the Vancouver/Portland metro area as needed

Especially Valued

• Experience working directly with high-net-worth individuals and families
• Wealth management, private banking, trust, or family-office experience
• Broad knowledge of personal finances, including retirement accounts, investments, trusts, taxes, and household cash flow
• Professional bookkeeping or financial recordkeeping experience
• Experience coordinating with CPAs, financial advisors, attorneys, and other professionals
• Experience with Quicken and Excel; familiarity with bookkeeping/accounting software such as QuickBooks or Xero is also valued
• Tax preparation or tax-season experience

Hours & Growth Opportunity

This position starts at approximately 20–30 hours per week, with room to grow as we continue expanding our Daily Money Management and tax services.

Client work is at the center of the role. Initially, however, the position will include a mix of direct client work, financial administration, bookkeeping, tax support, marketing, networking, and operational projects. As our client base expands, we expect client responsibilities and overall hours to increase.

We are looking for someone who wants to grow with the firm, take ownership of increasingly sophisticated client relationships, and contribute ideas as our practice evolves.

If you are looking for flexibility today without giving up professional growth tomorrow, this may be a particularly good fit.

Why Join Us?

Traditional financial services often divide a client’s life into specialties: investments, taxes, estate planning, banking, insurance, and accounting.

Daily Money Management is where many of those pieces come together in the client’s actual financial life.

You will have the opportunity to know clients personally, understand what matters to them, solve practical financial problems, and see the impact of your work.

If you’ve built a strong foundation in personal finance and are looking for a more personal, hands-on way to use that experience, we’d like to hear from you.

Pay: $30.00 - $38.00 per hour

Expected hours: 20.0 – 30.0 per week

Application Question(s):

• Do you currently reside in Clark County, Washington? Yes or No
• Please briefly describe your experience working directly with clients on personal financial matters. What was your role, and what types of financial matters did you help clients manage?
• Please describe any experience working with affluent or high-net-worth clients and coordinating with their financial advisors, CPAs, attorneys, trust professionals, or other advisors. If you do not have this experience, please indicate that.
• This is a hands-on role that includes bookkeeping, account reconciliation, bill payment, and financial recordkeeping. Which of these areas do you have experience with, and which would you need to learn?
• What interests you about Daily Money Management and having a more hands-on role in clients’ financial lives?

Work Location: Hybrid remote in Vancouver, WA 98685