Financial Administrative Assistant

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.

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.

• 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

• 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