Operations Support Associate
hace 4 semanas
Trusteer Financial is a boutique finance and accounting firm based in New York, serving as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries. Our mission is to remove financial friction for businesses through CFO advisory, accounting, tax, and transaction services solutions.
Why Work with Us?We're committed to fostering diversity and inclusion in our workplace and beyond. Our team members have opportunities to grow professionally and personally through extensive networks, personal finance offerings, and mindfulness programs. Learn more about us at our website.
Job DescriptionWe're seeking a proactive Operations Support Associate to join our dynamic team. In this role, you'll play a crucial part in supporting our tax and accounting functions, ensuring smooth operations and efficient client deliverables. You'll collaborate across departments to uphold our standards of excellence.
Key Responsibilities- Assist in data entry and maintaining records within our internal documentation and workflows.
- Manage daily execution tasks promptly and accurately to meet client deadlines.
- Prepare various communications, including memos, emails, invoices, reports, and other correspondence.
- Craft and edit documents ranging from letters to comprehensive reports and instructional materials.
- Serve as a contact for internal and external clients, providing exceptional service and support.
- Collaborate cross-functionally across the tax and accounting teams to address requests and resolve queries efficiently.
- Track and organize client deliverables in our project management system.
- Bachelor's Degree.
- 2+ years of related work experience.
- Strong proficiency in MS Word, Excel, PowerPoint, and Outlook.
- Excellent oral and written communication skills in English to convey information and ideas clearly.
- Ability to display a consistent, professional degree of communication, particularly with clients.
- Ability to work in a fast-paced environment and manage multiple projects with minimal supervision.
- Demonstrates a high degree of integrity and confidentiality.
- Comfortable using different and new software and technology platforms.
MXN 10,000 to 30,000 per month. We're open to a wide variety of profiles and recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the updated salary range will be communicated to you as a candidate.
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