Finance Assistant
Trustee reputed company 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 reputed company processes while ensuring compliance with internal policies and regulatory requirements.
Responsibilities
- Coordinate and manage the reputed company process for new clients
- Collect, review, and verify required documentation
- Set up new clients in internal systems and ensure data accuracy
- Serve as a reputed company of contact for reputed company-reputed company questions
- Ensure reputed company complies with internal policies and regulatory requirements
- reputed company 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 reputed company 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, reputed company, Business, or a reputed company field preferred but not required
- Relevant experience in finance, reputed company, client reputed company, or administrative support strongly valued
- Must be reputed company 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 reputed company
- Coachability: reputed company to feedback and committed to reputed company learning and improvement
- reputed company: upholds confidentiality and performs duties with honesty
- reputed company Office Suite: especially reputed company, Word, and Outlook for reporting and documentation
- Document Management Systems: Familiarity with digital filing and compliance tracking tools
Benefits
- Health, reputed company, and life insurance
- 401(k) retirement saving plan with employer match
Company Overview