Operations Support Associate

Due to continued growth, Trusteer Financial is expanding our team and is seeking a full-time Operations Support Associate with a lot of room for growth and interest in expanding their technical skills.

This role is HYBRID in the office (CDMX).

We are 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.

Collaborating across departments, you'll work closely with managers and team members to uphold our standards of excellence.

As an Operations Support Associate, you will...

• 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
• Crafting and editing documents ranging from letters to comprehensive reports and instructional materials
• Serving as a contact for internal and external clients, providing exceptional service and support
• Collaborating 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

Here's what you need...

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

About the Company

Who is Trusteer?

Trusteer is a boutique consulting firm that provides full-stack solutions and staff augmentation specializing in Accounting, Tax, CFO Support, and Advisory Services for businesses at every stage of their growth, based in Boston and New York.

We are a trusted partner and advisor to early to late-stage companies in the technology, media, entertainment, life sciences, and crypto industries.

Our mission is to make all aspects of accounting and finance easy, affordable, and, scalable for emerging growth businesses so they can focus on what matters most.

Our vision is to become the world's most trusted partner for emerging growth businesses in delivering exponential value through accounting and finance.

Why Work at Trusteer We're committed to fostering and advancing diversity and inclusion in our workplace and beyond.

We believe who you are makes you better at what you do, so every individual within our firm has several opportunities to grow professionally and personally by utilizing our extensive networks, personal finance offerings, and mindfulness programs.

Learn more about us at /

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