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 Trustee Services Group offers trustee, estate, consulting, and family philanthropy services. It was founded in 2009, and is headquartered in Colorado Springs, Colorado, USA, with a workforce of 11-50 employees. Its website is