Finance Assistant

Trustee Services Group LLC is looking for a well-respected experienced professional to serve as Finance Assistant to collaboratively work with our existing team to onboard clients as well as assist our finance team. About Trustee Services Group Established in 2012, with the home office in Colorado Springs, Colorado, Trustee Services Group LLC (TSG) is a boutique professional services firm specializing in estate fiduciary and trustee services. At TSG, we operate by a core set of values: Excellence, Collaboration, Integrity, Service, Kindness, and Stewardship, which guide everything we do, from our internal culture to our client relationships. TSG has two lines of business: Estate Fiduciary Service – Under our DBA Estate Services Group, we serve as Executor / Personal Representative (Will), Successor Trustee (Revocable Living Trust) and Financial Agent (Durable Power of Attorney) in serving families during times of incapacity and upon the passing of a loved one. TSG has hundreds of “deferred clients” (families that have named TSG within their estate plan to serve as set forth above). Trustee Services – TSG also serves as Trustee on all types of irrevocable trusts, including but not limited to Family Legacy Trusts, SLATs, Supplemental Needs Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Foundations and Irrevocable Life Insurance Trusts. Intentionally Different | Focus & Approach Although similar to a Trust Company, TSG is intentionally different in our focus and approach in delivering estate fiduciary and trustee services. We understand that wealth in family is complex. Our desire to collaboratively serve families in the context of this unique complexity is what fuels us daily. In what we call our Open Architecture approach, TSG works collaboratively with the professional advisory community, in particular, with financial advisors and estate attorneys. Trustee Services Group does not manage wealth. We never have and never will. Instead, Trustee Services Group oversees the wealth management process and firmly believes that families benefit from the continued involvement of the family’s chosen wealth advisory team. Thus, we always work in collaboration with the client’s chosen wealth advisor. For our wealth advisory relationships, we strive to equip them to become generational with their client relationships. Even though Trustee Services Group is attorney owned and operated, TSG does not practice law and instead we always work collaboratively with the legal team of our client’s choosing. The client success we strive for at Trustee Services Group is: 1) That the generational wealth does not adversely affect a family’s ability to do life together; and 2) That the inherited wealth is stewarded to live a life of meaning and purpose. For our beneficial clients, we strive to regularly educate and invite their active involvement in the Trust and Estate decision making. Because we don’t manage wealth and don’t practice law, we are not distracted daily by the complexities of those practices. Instead, we are able to focus daily uponour core competency, which is to collaboratively helpfamilies navigate through the unique complexities of generational wealthAs a result, Trustee Services Group has become an experienced thought leader in the context of successful wealth transfer. Trustee Services Group has clients and relationships throughout the United States. The Ideal Candidate The ideal candidate is highly organized and detail-oriented, with a strong sense of ownership and accountability. They are a proactive problem-solver who can identify and address issues early, handle sensitive financial and client information with discretion, and adapt to evolving processes in a growing environment. The successful candidate is self-motivated and reliable, able to work independently while effectively managing time, priorities, and communication. A strong sense of integrity and a collaborative, team-oriented mindset are essential. Responsibilities Finance Department Support 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 Client Onboarding 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 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 Personal & Professional Attributes 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. Trustee Services Group currently uses Citrix for its document retention and WealthHub (built on Salesforce) as its Trust Administration and CRM platform The position is primarily remote. However, travel to locations in Colorado Springs and Denver will be required for in person meetings, training, or client engagements. Occasional travel to other locations outside of our immediate location may be required for estate services. Employment Screening Final candidates may be subject to a background check, consistent with applicable law. For positions where permitted by Colorado law and substantially related to the job duties, a credit check may also be required. Compensation & Benefits The position is full-time. Compensation can range from $20-$25 / hour depending on experience. health, vision, and life insurance 401(k) retirement saving plan with employer match We will contact qualified applicantsby phone or email within two weeks of submission. #J-18808-Ljbffr