Investor Services Supervisor

Saturna Capital Corporation seeks an Investor Services Supervisor for its Bellingham, Washington headquarters. This full-time, in-person leadership position manages the Investor Services team that supports clients of the Amana Mutual Funds Trust—America's longest-established and largest suite of Islamic-compliant (halal) mutual funds.

**Role Overview:**

You will provide hands-on leadership and operational direction to the Investor Services department, overseeing daily team performance, client satisfaction, and regulatory compliance. This blends supervisory responsibilities with active client-facing work.

**Key Responsibilities:**

• Lead, train, and evaluate the Investor Services team; manage staffing, coverage, and performance assessments
• Approve new brokerage accounts and review compliance and regulatory documentation
• Participate directly in client service operations and transaction processing when needed
• Monitor and improve work quality; resolve escalated and complex account issues
• Research and implement industry regulatory changes to maintain compliance and operational standards
• Coordinate cross-departmental initiatives including audits and training programs
• Maintain and test the departmental Business Continuity Plan
• Oversee vendor relationships, system access management, and IT coordination
• Manage project timelines with operations and other teams
• Ensure ongoing adherence to FINRA and SEC regulations

**Required Qualifications:**

• Bachelor's degree in business, finance, accounting, or equivalent professional experience
• 7–10 years of customer service and supervisory/managerial experience in financial institutions
• Proven leadership and strong written and verbal communication skills
• Advanced proficiency with Microsoft Word and Excel
• Familiarity with macOS (preferred)

**Certifications:**

You must obtain FINRA SIE, Series 7, Series 63, and Series 24 certifications within nine months of hire. Medallion program completion and a notary commission are preferred.

**Compensation & Benefits:**

Salary: $80,000–$120,000 annually (based on experience)

Comprehensive benefits include

• Medical insurance fully company-paid for employee and family; zero employee premium
• Health Savings Account (HSA) with employer contribution
• 401(k) with employer matching, profit sharing, and performance bonuses
• Employee Assistance Program
• Long-term disability and voluntary life insurance
• 21 paid days off annually plus 10 paid holidays (after year one)
• Paid parental leave and bereavement leave
• Up to $2,000 monthly assistance for childcare and tuition
• Professional development and continuing education support
• Home-buyer assistance program