Financial Administrative Assistant

We are a growing financial planning firm seeking a pleasant, intelligent, and highly organized professional to join our team. This position is ideal for someone who thrives in a quiet, focused environment and is looking to build a long-term career in a professional office setting. Significant opportunities for professional growth and advancement are available for motivated individuals

Key Responsibilities and Duties

• Greet clients and ensure a warm, welcoming office environment.

Financial Support and Processing:

• Accounts Payable and Receivable: Manage and process invoices, and payments. Assist with deposits and monitor accounts.
• Bookkeeping and Data Entry: Accurately enter financial data, transactions, and accounting information into software programs (e.g., QuickBooks, Excel, proprietary systems).
• Reconciliation: Assist with bank and account reconciliations to ensure accuracy.
• Reporting: Compile, organize, and prepare financial reports, spreadsheets, and documentation for audits, financial statements, and budget tracking.
• Document Management: Organize, manage, and securely file financial documents (both physical and digital), such as receipts, contracts, and reports.

Administrative and Clerical Support:

• Office Coordination: Coordinate team meetings, manage office resources, and ensure the office is organized.
• Communication: Answer and screen telephone calls, respond to emails, and act as a liaison between the office and external vendors/clients.
• Clerical Tasks: Perform general clerical duties, including copying, scanning, faxing, and handling mail distribution.
• Scheduling : Manage calendars, schedule appointments,
• Customer Service: Provide professional customer service and respond to internal and external inquiries regarding financial policies or procedures.

Qualifications and Skills

Education and Experience:

• High school diploma or GED equivalent is typically the minimum requirement.
• An Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field is often preferred.
• Previous experience (1-3 years) in an administrative, clerical, or finance-related role is commonly required.

Required Skills:

• Financial/Technical Acuity:
• • Basic knowledge of general accounting and bookkeeping principles (e.g., Accounts Payable, Accounts Receivable).
  • Proficiency in Microsoft Office Suite, especially Microsoft Excel (for spreadsheets, data analysis, and reporting).
  • Familiarity with financial and accounting software (e.g., QuickBooks).
• Core Competencies:
• • Meticulous Attention to Detail and Accuracy: Essential for handling financial data and preventing errors.
  • Strong Organizational and Time-Management Skills: Ability to prioritize tasks, meet strict deadlines, and manage a high volume of work.
  • Excellent Communication Skills: Professional demeanor and the ability to communicate clearly, both verbally and in writing.
  • Integrity and Confidentiality: Discretion in handling sensitive financial information.
  • Problem-Solving: Ability to identify discrepancies and proactively resolve issues.
  • Self-Starter: Ability to work both independently and collaboratively as part of a team.