Nicola Lopes
Manager, Onboarding at Trove Family Office
- Role
- Manager, Onboarding at Trove FS, LLC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Nicola Lopes
Hard working, organized, a fast learner, and very coachable Onboarding Accounting Manager. Looking to gain practical experience in the family office and accounting field(s) as a young professional. I hope to continue to grow and excel in my current position at Trove, in addition to adding value to my team and the work we produce. Motivated and very self-sufficient leader in my community and organizations I\'m involved in. Completed both my Undergraduate and Master degrees from the University of Hartford\'s Barney School of Business in West Hartford, Connecticut while competing on a Division 1 Women\'s Soccer team.
Experience
Manager, Onboarding
Jul 2025 — Present · Stamford, CT, US
Runs the onboarding process for new families (and their businesses) to bring their financial life over to the Trove platform• Creates new processes and best practices for internal engagement teams to follow and run efficiently, including the use of automated solutions• Gathers institutional knowledge on the family and then cleans up existing general ledgers or builds out new general ledgers from scratch • Prepares internal engagement teams with the transition of accounting services from the onboarding stage until the team is running smoothly (including but not limited to reporting, payables, receivables, tech platforms, administrative tasks)• Manages and coaches an internal onboarding team through tasks during the onboarding phase
Education
University of Hartford
Master of Science - MS, Accounting and Taxation: Financial Services
2017 — 2017
University of Hartford
Bachelor of Science - BS, Accounting
2013 — 2017
Skills
- Organization Skills
- Microsoft Powerpoint
- Time Management
- Teamwork
- Social Media
- Working with Children
- Mathematics
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Soccer
- Soccer Coaching
- Auditing
- Problem Solving
- Athletic Performance
- Public Speaking
- Leadership
- Microsoft Office
- Customer Service
- Financial Accounting
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