What are the responsibilities and job description for the Financial Administrative Assistant position at Corporate Resources of Illinois?
Financial Administrative Assistant – Algonquin, IL
Salary: $50,000–$55,000
The Company
Join a well-established financial services firm that helps individuals and businesses manage their financial needs. The team is known for providing reliable, personalized service and maintaining a strong focus on accuracy and client support.
The Opportunity
We’re seeking a Financial Administrative Assistant to provide day-to-day support to the finance team. This role is a good fit for someone who is organized, comfortable working with numbers, and enjoys keeping information accurate and organized behind the scenes.
Responsibilities
- Enter and update client and financial information into company systems
- Prepare and organize financial documents, reports, and correspondence
- Assist with processing invoices, payments, and account information
- Maintain accurate client records and confidential documentation
- Help prepare spreadsheets and financial summaries
- Verify information and research discrepancies when needed
- Assist with scheduling meetings and coordinating calendars
- Communicate with clients and internal departments to obtain missing information
- Monitor incoming paperwork and ensure documents are routed appropriately
- Support the finance team with additional administrative projects as needed
Requirements
- Associate’s or bachelor’s degree required, preferably in Finance, Accounting, Business, or a related field
- Strong comfort working with numbers, spreadsheets, and detailed information
- Excellent attention to detail with a high level of accuracy
- Ability to prioritize multiple tasks and stay organized in a deadline-driven environment
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and other Microsoft Office applications
- Professional and dependable with the ability to handle sensitive financial information
- Eagerness to learn and grow within a finance-focused environment
- Previous internship, office, finance, or customer service experience is a plus
Corporate Resources has been hired by our client to recruit for this open position and any/all other positions as requested and posted.
Salary : $50,000 - $55,000