Trusteer Financial

Trusteer Financial

Chief of Staff

Full-time
New York, NY
Nov 25, 2021
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Who is Trusteer?

Trusteer Financial is a growing finance and accounting firm based in Boston, New York, and California. We serve as 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 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, as well as late-stage companies that have a finance team in place. Our full array of services helps companies reduce their risks, optimize financial operations and scale their businesses efficiently.

Why Work at Trusteer?

We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We believe who you are makes you better at what you do, so every individual within our firm has a number of opportunities to grow professionally and personally by utilizing our extensive networks, personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at trusteerfinancial.com/.

The majority of our team are former founders.

Is this Job Right for You?

Trusteer Financial is seeking a high energy Chief of Staff to become a founding administrative member of our rapidly growing team. Reporting directly to Partners and Team Leads, you will gain a diverse range of skills within the Sales, Project Management and Internal Accounting functions of our Company. Your role will be key in providing high-quality work to the wide range of early to mid-stage startups that we service.

Are you passionate about early-stage startups? Are you organized, detail oriented, hardworking and a great team player? Are you interested in learning a diverse range of transferable skills? If so, this position may be for you! We are looking for someone who can do this role for 12-24 months - after that time we'll want to advance you either inside the company or a role with one of our clients or connections within the industry.

RESPONSIBILITIES

Sales Operations:

  • Maintains the CRM (Client Database) tracking all potential clients, connectors and invitees to company events.
  • Research for, create and edit Sales and Marketing documents using Word, PowerPoint and Excel (content for documents will be provided by the team).
  • Coordinating and arranging in person Events, Conference Calls, Meetings held onsite in various locations.

Client Onboarding / Project Management:

  • Manage client onboarding checklists, including organization and maintenance of electronic closing files and documents for signature
  • Creating monthly projects within team management software. Following up with status of tasks.
  • Online folder organization, including creating and sharing new client folders, as well as managing and ensuring proper organization of folder structure

Billing / Invoicing:

  • Perform invoice maintenance as directed by team members. This may include but is not limited to: narrative edits, time transfers, invoice splitting, etc.
  • Upload electronic invoices upon request and ensure processing is accurate and efficient. Monitor the status of the electronic invoices to ensure the invoice is moving towards approval and payment. As needed, submit appeals through the electronic billing systems.

QUALIFICATIONS

  • Entry Level Role - Given a lot of responsibility at an entry level position.
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook.
  • Excellent interpersonal and written communication skills.
  • Ability to display a consistent, professional degree of communication, particularly with clients.
  • Demonstrates high degree of integrity and confidentiality.
  • Self-starter with excellent anticipation skills; problem solving; follow up.
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