Financial Admin Assistant Job Description

financial admin assistant job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Financial Admin Assistant Job Description

A financial administrative assistant assists with a broad range of administrative functions that support an organization’s financial activities.

In addition to performing clerical duties such as filing, copying, and faxing, financial administrative assistants may also prepare accounting documents, handle inventory, prepare budgets, and manage accounts receivable.

A financial administrative assistant is responsible for performing clerical tasks including answering telephones, responding to emails, and scheduling appointments.

They coordinate travel arrangements, order office supplies, and process credit card payments.

They may also prepare packing list, invoices, and receipts.

A financial administrative assistant often reports to a controller or

Job Brief:

We’re looking for a Financial Admin Assistant who is responsible for handling a range of financial and administrative tasks. The successful candidate will have excellent organizational skills and be able to work well under pressure. They will also be responsible for maintaining financial records and providing support to the financial team.

Financial Admin Assistant Duties:

  • Manage accounts payable and accounts receivable, including deposits and bank reconciliations
  • Manage fixed assets, including inventory control and issues
  • Track purchases and inventory
  • Manage purchasing and inventory
  • Perform other administrative duties

Financial Admin Assistant Responsibilities:

  • Perform financial analysis, including interpreting financial data to assess and interpret company performance, identify trends, and make recommendations
  • Oversee accounting processes, including accounts receivable, accounts payable, payroll, and payment management
  • Process transactions, invoices, and payments, and reconcile bank accounts
  • Coordinate with outside vendors such as payroll service and tax preparation firms
  • Assist with internal and external audits, including information processing and document preparation
  • Contribute to preparation of financial reports and statements, to the satisfaction of company executives and board of directors

Requirements And Skills:

  • Bachelor’s degree required
  • 2+ years’ administrative assistant experience
  • Understand and apply banking terms, regulations, and practices
  • Excellent communication and customer service skills
  • Strong computer skills and familiarity with financial and office software
  • Detail oriented, organized, and able to meet

Company Name is an Equal Opportunity Employer that is committed to building a diverse and inclusive team. We encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals.

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