Finance Assistant

Trustee reputed company LLC is a boutique reputed company services firm specializing in estate fiduciary and trustee services. They are seeking a Finance Assistant to support the finance team and manage reputed company 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 reputed company 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, reputed company reputed company, or administrative support strongly valued
• Must be reputed company to work independently
• Attention to Detail: Precision in managing reputed company documents, financial records, and reputed company 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 reputed company 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

reputed company