Finance Specialist
About The Position
New Direction Trust Company is seeking a detail-oriented, adaptable Finance Specialist to support its Finance and Account Maintenance teams. This varied role supports deposits, depository billing, accounts receivable, fee processing, and account maintenance while providing experience across multiple areas of financial operations. The role suits someone who enjoys learning new processes, takes ownership, adapts to changing priorities, and is a dependable cross-functional contributor. The position is based in Louisville, Colorado, with a hybrid work environment available after the training period. The schedule is Monday through Friday, typically 8:30 AM to 5:00 PM MT.
Requirements
- Exceptional attention to detail and a strong commitment to accuracy.
- Ability to manage changing priorities and follow assignments through completion.
- Strong organizational, research, and problem-solving skills.
- Professional communication skills and confidence working with vendors and internal partners.
- Proficiency in Microsoft Office, particularly Excel and Outlook.
- Ability to handle confidential client and financial information appropriately.
- High school diploma or equivalent required.
Nice To Haves
- Experience in finance, banking, accounts receivable, accounting support, or financial operations.
- A related associate or bachelor’s degree.
- Enjoyment of variety and learning new processes.
- Ability to take ownership without frequent follow-up, adapt priorities without sacrificing accuracy, help improve processes, and contribute across teams.
Responsibilities
- Process check deposits and check stop-payment requests.
- Serve as a backup for ACH and wire deposit processing.
- Review depository invoices for accuracy and resolve discrepancies.
- Invoice clients for applicable depository storage fees.
- Track outstanding vendor invoices, client billing, and payments.
- Communicate with depository partners about invoices and payment questions.
- Track accounts receivable balances and assist with outstanding items.
- Process approved fee waivers and maintain supporting documentation.
- Cross-train on Account Maintenance processes and provide backup support.
- Assist with reconciliations, reporting, special projects, and other operational priorities.
Benefits
- Comprehensive health, dental, vision, and life insurance.
- Optional Health Savings Account with a $90 monthly employer contribution.
- Paid time off and paid major holidays.
- 401(k) retirement plan with company match up to 3%.
- Optional short- and long-term disability insurance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
