Job Description
Job Description
Office Administrator/Finance Assistant
We are seeking a friendly, intelligent, and highly organized professional for our client. If you thrive in a quiet, focused environment and wish to build a long-term career in a professional office setting, we want to hear from you! This role offers significant opportunities for professional growth and advancement for motivated individuals.
Key Responsibilities:
Client Engagement & Office Operations
- Greet clients and create a warm, welcoming office environment.
- Coordinate team meetings and manage office resources to ensure everything runs smoothly.
Financial Support & Processing
- Accounts Payable/Receivable: Process invoices, payments, and assist with bank deposits. Monitor accounts as needed.
- Bookkeeping & Data Entry: Maintain accurate records of financial transactions in QuickBooks, Excel, and proprietary systems.
- Reconciliation: Assist with regular bank and account reconciliations.
- Reporting: Compile and prepare reports, spreadsheets, and supporting documentation for audits, financial statements, and budget tracking.
- Document Management: Organize and securely file physical and digital financial documents, including receipts, contracts, and reports.
Administrative & Clerical Support
- Answer and screen incoming phone calls; respond to emails and route inquiries as appropriate.
- Perform general clerical duties such as copying, scanning, faxing, and mail distribution.
- Manage calendars, schedule appointments, and support executive staff as needed.
- Deliver professional customer service and address internal/external inquiries regarding financial policies and procedures.
Education and Experience Requirements:
- High school diploma or GED equivalent required.
- Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
- Previous experience (1–3 years) in an administrative, clerical, or finance-related role is commonly required.
Required Skills and Competencies:
Financial/Technical Acuity:
- Basic understanding of general accounting and bookkeeping principles (such as Accounts Payable and Accounts Receivable).
- Proficient 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 in handling financial data.
- Strong organizational and time-management skills; ability to prioritize tasks, meet strict deadlines, and manage a high volume of work.
- Excellent verbal and written communication skills with a professional demeanor.
- Integrity and confidentiality when handling sensitive financial information.
- Effective problem-solving skills to identify discrepancies and proactively resolve issues.
- Self-starter with the ability to work independently as well as collaboratively within a team.