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Join Our Team
At SDS Smart Daily Services, we provide meaningful services by combining accuracy, compassion, and trust. Our team supports individuals and families with day-to-day financial organization, helping them live with greater peace of mind.
We are a small, growing firm based in Vancouver, Washington, serving clients throughout Clark County and the surrounding area.
A career as a Daily Money Manager can be very rewarding. It requires both technical accuracy and human sensitivity. As part of our team, you will:
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Work directly with clients, often over months or years
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Handle sensitive personal and financial information with discretion and care
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Combining analytical work with thoughtful, respectful communication
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Be trusted to work independently within clear ethical and professional boundaries
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Contribute to a mission-driven business focused on service, not sales
Current Job Openings
Daily Money Manager (DMM) & Financial Client Services Specialist
Vancouver / Clark County, Washington
Are you an experienced financial professional looking for a more personal and meaningful way to use your skills?
This role combines financial organization, problem-solving, and direct client service. You'll help clients manage the day-to-day details of their financial lives with the accuracy, discretion, and personal attention they depend on.
This position may be a great fit if you have experience in wealth management, financial planning, trust services, family-office services, bookkeeping, or a related financial field.
📍 Applicants must reside in Clark County, Washington