Remote Finance Assistant: Client Onboarding & Accounts

Trustee Services Group; Colorado Springs, Northern (CO, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health, Vision, Life Insurance

401(k) Employer Match

Job summary

Trustee Services Group LLC, based in Colorado Springs, seeks a Finance Assistant to support the Finance Department and client onboarding. This role emphasizes accuracy, discretion with financial data, and collaboration with a growing team in a remote-friendly environment with periodic on-site meetings in Colorado.

The ideal candidate has a related bachelor’s degree or equivalent experience, strong organization, and attention to detail.

Qualifications

• 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

Responsibilities

• 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
• Coordinate and support 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

Skills

Attention to detail

Time management

Independent work

Integrity

Problem solving

Microsoft Office

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Citrix

WealthHub

Job description

Trustee Services Group LLC, based in Colorado Springs, seeks a Finance Assistant to support the Finance Department and client onboarding. This role emphasizes accuracy, discretion with financial data, and collaboration with a growing team in a remote-friendly environment with periodic on-site meetings in Colorado.

The ideal candidate has a related bachelor’s degree or equivalent experience, strong organization, and attention to detail.