Operations Support Specialist

hace 4 semanas

Xico, México Trusteer Financial A tiempo completo

**About Us**

Trusteer Financial is a dynamic boutique finance and accounting firm based in the United States. We serve as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries. Our mission is to provide expert financial guidance and support to businesses, helping them navigate the complexities of finance and accounting.

**Why Work with Us?**

We're committed to fostering a culture of excellence and innovation in our workplace and beyond. Our team is dedicated to delivering exceptional service and support to our clients, and we're passionate about helping businesses succeed. As a member of our team, you'll have opportunities to grow professionally and personally, and to make a meaningful contribution to our organization.

**Job Summary**

We're seeking a highly organized and detail-oriented Operations Support Associate to join our team. In this role, you'll play a critical part in supporting our tax and accounting functions, ensuring smooth operations and efficient client deliverables. You'll work closely with our team to uphold our standards of excellence and provide exceptional service to our clients.

**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.

**Requirements**

  • 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.

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