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Operations Support Associate

hace 2 meses

Ciudad de México, Ciudad de México Trusteer Financial A tiempo completo
About Us

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

We aim to remove the financial friction of starting and running an enterprise through CFO advisory, accounting, tax, and transaction services solutions. We support both early-stage businesses without full-time finance teams and late-stage companies with a finance team in place.

Why Work with Us?

We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond. Every individual within our firm has opportunities to grow professionally and personally by utilizing our extensive networks, personal finance offerings, and mindfulness programs.

Job Summary

We're seeking a proactive Operations Support Associate to join our dynamic team at Trusteer Financial. In this role, you will play a crucial part in supporting our tax and accounting functions, ensuring smooth operations and efficient client deliverables.

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
Compensation

MXN 10,000 to 30,000 per month