Administrative Assistant to Finance Department

Summary:

Join our finance team as an Administrative Assistant to support banking, CD rollovers, mail handling, and day-to-day administrative tasks under the supervision of the VP of Finance. This role is ideal for someone with basic financial familiarity and strong organizational skills.

Responsibilities:

• Process incoming mail (bank statements, correspondence, client documents), date and distribute appropriately.
• Assist in opening bank accounts: collect documentation, liaise with banks, support account setup.
• Manage client CD rollover process: monitor maturities, prepare paperwork, coordinate with clients and banks, ensure accurate record updates.
• Maintain organized financial and client records.
• Provide administrative support: manage calendar, schedule meetings or calls, assist with correspondence and basic reporting.
• Perform general office duties — filing, scanning, document management, confidential record keeping.
• Support compliance and documentation tasks as needed.

Requirements:

• Familiarity with banking/financial paperwork or willingness to learn.
• Strong attention to detail and excellent organizational skills.
• Integrity and discretion handling confidential information.
• Proficiency with office software (Excel, Word, Outlook).
• Good communication skills, both written and verbal.
• Ability to handle multiple tasks and deadlines reliably.