Finance Assistant​/Executive Assistant

Finance Assistant/Executive Assistant

The Operations Assistant plays a key role in supporting day-to-day operations and ensuring the efficiency of internal processes. This position requires attention to detail, professionalism, and a proactive approach to administrative and operational support.

• Manage and execute monthly billing and statement processes
• Scan, file, and organize financial documents
• Enter and maintain data across multiple firm databases
• Process tax returns and audit reports as needed
• Prepare and manage various mailings, including Regular, Certified, Overnight, and local deliveries
• Operate office equipment (computers, scanners, copiers, postage machines)
• Greet clients, support executive staff, and coordinate with vendors and visitors
• Analyze data to assist with inquiries from clients, vendors, and the public
• Maintain inventory and restock office supplies and snacks
• Monitor and distribute firm email and fax communications
• Conduct daily end-of-day runs to the post office and bank, as required
• Reconcile courier and local delivery service statements monthly
• Coordinate recognition efforts for employee birthdays and anniversaries
• Provide training to new Operations team members on front office protocols
• Support facilities management tasks
• Assist with ad hoc administrative projects

• 1–5 years of professional office experience
• Strong client service and interpersonal communication skills
• Highly organized with strong attention to detail
• Proficient in Microsoft 365 (Outlook, Teams);
  Excel and SharePoint experience strongly preferred