Finance Assistant
Trustee Services Group LLC is a boutique professional services firm specializing in estate fiduciary and trustee services. They are seeking a Finance Assistant to support the finance team and manage client onboarding processes while ensuring compliance with internal policies and regulatory requirements.
Responsibilities
- Coordinate and manage the onboarding process for new clients
- Collect, review, and verify required documentation
- Set up new clients in internal systems and ensure data accuracy
- Serve as a point of contact for onboarding-related questions
- Ensure onboarding complies with internal policies and regulatory requirements
- Provide general administrative and operational support to the Finance Department
- Review and maintain client accounts to ensure accuracy and completeness
- Prepare and assist with fee calculations, distributions, and related financial schedules
- Assist with account reconciliations and identify discrepancies for review
- Help maintain organized and accurate financial records
- Collaborate with finance team members to support ongoing and evolving departmental needs
Skills
- Bachelor's degree in Finance, Accounting, Business, or a related field preferred but not required
- Relevant experience in finance, accounting, client onboarding, or administrative support strongly valued
- Must be able to work independently
- Attention to Detail: Precision in managing legal documents, financial records, and client communications
- Time Management: Ability to prioritize and manage multiple tasks efficiently
- Coachability: Open to feedback and committed to continuous learning and improvement
- Integrity: upholds confidentiality and performs duties with honesty
- Microsoft Office Suite: especially Excel, Word, and Outlook for reporting and documentation
- Document Management Systems: Familiarity with digital filing and compliance tracking tools
Benefits
- Health, vision, and life insurance
- 401(k) retirement saving plan with employer match
Company Overview