Free Finance Administrative Assistant Job Description Template

Finance Administrative Assistant Job Description

I. Position Overview

The Finance Administrative Assistant will provide essential support to the finance department by performing a variety of accounting, bookkeeping, and financial duties. This role requires a high level of accuracy, confidentiality, and excellent organizational skills. The ideal candidate will assist in maintaining financial records, preparing reports, and ensuring the efficient operation of the finance office.

II. Key Responsibilities

Responsibility

Description

Administrative Support

Provide comprehensive administrative support to the finance team, including scheduling meetings, managing correspondence, and handling confidential information.

Financial Documentation

Assist in the preparation and maintenance of financial documents, such as invoices, purchase orders, expense reports, and financial statements.

Data Entry

Accurately enter and update financial data into accounting software and spreadsheets, ensuring attention to detail and data integrity.

Reporting

Prepare regular financial reports and summaries for management, highlighting key financial metrics and trends.

Record Keeping

Maintain organized and up-to-date financial records, both electronically and physically, ensuring compliance with legal and company policies.

Invoice Processing

Process incoming and outgoing invoices, including reviewing for accuracy, obtaining necessary approvals, and coordinating payments.

Expense Tracking

Monitor and track expenses, ensuring they are within budget and appropriately documented.

III. Qualifications

Qualification

Description

Education and Experience

A high school diploma or equivalent is required; an associate degree in finance, accounting, or a related field is preferred. Previous experience in a finance or administrative role is highly desirable.

Technical Skills

Proficiency in Microsoft Office Suite (especially Excel) and familiarity with accounting software (such as QuickBooks). Ability to learn new software and systems quickly.

Communication Skills

Excellent verbal and written communication skills, with the ability to convey information clearly and professionally.

Attention to Detail

Strong attention to detail and accuracy in data entry, financial reporting, and document management.

Organizational Skills

Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines.

Confidentiality

Ability to handle sensitive financial information with a high level of discretion and confidentiality.

IV. Working Conditions

The Finance Administrative Assistant will work in an office environment, primarily at a computer workstation. The position may require occasional lifting of office supplies and equipment, typically up to 20 pounds. Standard work hours are Monday through Friday, with some flexibility required during peak financial periods.

V. Application Process

Interested candidates should submit a resume and cover letter outlining their qualifications and experience to [YOUR COMPANY EMAIL] by April 18, 2060. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Join our team and contribute to our financial excellence while growing your career in a supportive and dynamic environment.

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