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