Temporary Finance Assistant

Location: Yarmouth

Temp to Hire Yarmouth, Maine

• Location:
  
  Yarmouth, Maine
• Type:
  Temp to Hire
• Job #20813

Job Type: Full-Time, Temporary-to-Permanent
Salary: $45,000 - $55,000 per year, based on experience
About the Opportunity
A growing financial advising organization is seeking a highly motivated and detail-oriented professional to join its team in a temporary-to-permanent role. This position is ideal for an individual who has completed at least two years of college coursework in Finance, Economics, Accounting, or a related field and is eager to gain hands-on experience supporting investment, reporting, and administrative functions.
The successful candidate will play a key role in preparing reports, presentations, and meeting materials while helping ensure the timely completion of critical projects in a fast-paced professional environment.

This role offers excellent growth potential and the opportunity to transition into a permanent position based on performance.
Key Responsibilities

• Prepare and maintain reports, spreadsheets, presentations, and meeting materials.
• Consolidate and analyze data from multiple sources using Microsoft Excel.
• Create and maintain linked worksheets and financial reporting tools.
• Assist with management presentations by developing clear and accurate analyses.
• Update and prepare PowerPoint presentations using financial and operational data.
• Ensure reports, presentations, and meeting materials are completed accurately and distributed on schedule.
• Support ongoing projects while managing multiple priorities and deadlines.
• Collaborate with team members and leadership to support organizational objectives.
• Identify opportunities to improve processes, efficiency, and reporting capabilities.

Qualifications

• Completion of at least two years of college coursework in Finance, Economics, Accounting, Business, or a related field.
• Advanced Microsoft Excel skills, including:
  • Data consolidation from multiple sources
  • Linked worksheets across multiple tabs
  • Report building and financial analysis
• Experience preparing and updating professional PowerPoint presentations.
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Excellent organizational and time-management abilities.
• Ability to prioritize tasks, manage competing deadlines, and remain productive in a fast-paced environment.
• Ability to work independently while contributing to a collaborative team.

Preferred Attributes

• Self-motivated, proactive, and dependable.
• Strong work ethic and commitment to producing high-quality work.
• Takes ownership of responsibilities and follows projects through to completion.
• Demonstrates initiative and a desire to continuously learn and develop professionally.
• Professional demeanor and strong interpersonal skills.
• Ability to exceed expectations and add value through process improvements and creative problem-solving.

Work Schedule & Flexibility

• Full-time position (35-40 hours per week).
• In-office during the initial 6-12 months to support training, onboarding, and professional development.
• Opportunity to transition to a hybrid schedule after successful completion of the training period and demonstrated performance:

Benefits of this role:

• Professional development and career growth opportunities.
• Potential continuing education assistance.
• Opportunity for permanent employment upon successful completion of the temporary period.

Compensation
Salary Range: $45,000 - $55,000 annually, based on experience and qualifications.
If you are a highly organized, detail-oriented professional looking to build a career within the financial services industry, we encourage you to apply.