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Finance Administration Assistant Jobs in Florida

Truvestments

Be Seen First

Administration Assistant

Sarasota, FL · On-site

$45K - $52K/yr

Operational Heartbeat As the Administrative Assistant, you are the first point of contact for our ... A self-starter who is comfortable working with sensitive financial information. * Calm under ...

Truvestments

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Administration Assistant

Bradenton, FL · On-site

$45K - $52K/yr

Operational Heartbeat As the Administrative Assistant, you are the first point of contact for our ... A self-starter who is comfortable working with sensitive financial information. * Calm under ...

Augment

Administration Assistant

Pembroke Pines, FL

$20/hr

Support data collection and reporting for incentive pay programs. * Assist with financial processes, including payments and expense tracking. * Contribute to implementation of operational projects.

Mariner Finance

Assistant Branch Manager

Apopka, FL

$18.49 - $24.04/hr

... * Assist the Branch Manager by preparing reports as needed. * Maintain compliance in the branch ... Bachelor's degree in a discipline such as Business, Accounting, Finance, Administration, Economics ...

Mariner Finance

Assistant Branch Manager

Apopka, FL · On-site

$18.49 - $24.04/hr

... * Assist the Branch Manager by preparing reports as needed. * Maintain compliance in the branch ... Bachelor's degree in a discipline such as Business, Accounting, Finance, Administration, Economics ...

Mariner Finance

Assistant Branch Manager

Apopka, FL · On-site

$18.49 - $24.04/hr

... * Assist the Branch Manager by preparing reports as needed. * Maintain compliance in the branch ... Bachelor's degree in a discipline such as Business, Accounting, Finance, Administration, Economics ...

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Finance Administration Assistant information

What are the key skills and qualifications needed to thrive as a Finance Administration Assistant, and why are they important?

To thrive as a Finance Administration Assistant, you need strong numerical skills, attention to detail, and proficiency in basic accounting principles, often supported by a relevant diploma or certification. Familiarity with accounting software such as QuickBooks or Sage, and competence in using spreadsheets (Excel) are typically required. Strong organizational skills, effective communication, and discretion with sensitive information set top candidates apart. These abilities are crucial for ensuring accurate financial record-keeping, smooth administrative operations, and maintaining trust within the organization.

What are some common challenges faced by Finance Administration Assistants, and how can they be addressed?

Finance Administration Assistants often juggle multiple tasks such as invoice processing, data entry, and coordinating with different departments, which can make time management a challenge. Additionally, maintaining accuracy in financial records while meeting tight deadlines requires strong attention to detail. To address these challenges, it's helpful to develop effective organizational systems, communicate regularly with team members, and utilize financial software tools efficiently. Support from more experienced colleagues and ongoing training can also make adapting to evolving processes much smoother.

What are Finance Administration Assistants?

Finance Administration Assistants are professionals who provide support to the finance department of an organization. Their duties typically include processing invoices, managing financial records, assisting with payroll, handling data entry, and supporting budgeting activities. They play a crucial role in ensuring the accuracy and efficiency of financial operations by helping maintain organized and up-to-date financial documentation. This position often requires strong organizational skills, attention to detail, and basic knowledge of accounting principles.

What is the difference between Finance Administration Assistant vs Accounts Payable Clerk?

AspectFinance Administration AssistantAccounts Payable Clerk
Primary RoleSupports financial operations, manages documentation, and assists with reportingHandles invoice processing, payment scheduling, and vendor communications
Required SkillsData entry, basic accounting, organizational skillsInvoice processing, attention to detail, familiarity with accounting software
Work EnvironmentOffice setting, finance departmentOffice setting, finance/accounts payable department
Common CertificationsBookkeeping, basic accounting coursesBookkeeping, accounts payable certifications

The main difference is that a Finance Administration Assistant provides broader support across financial tasks, while an Accounts Payable Clerk specializes in processing invoices and managing payments. Both roles require similar skills and certifications but focus on different aspects of financial administration.

What are popular job titles related to Finance Administration Assistant jobs in Florida? For Finance Administration Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Finance Administration Assistant jobs in Florida look for? The top searched job categories for Finance Administration Assistant jobs in Florida are:
What cities in Florida are hiring for Finance Administration Assistant jobs? Cities in Florida with the most Finance Administration Assistant job openings:
Finance Administration Assistant jobs near you
Infographic showing various Finance Administration Assistant job openings in Florida as of May 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.
Administration Assistant

Administration Assistant

Truvestments

Sarasota, FL • On-site

$45K - $52K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 18 hours ago

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Job description

Truvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net-worth families, entrepreneurs, and business owners who rely on us for fiduciary advice.

We are not a call center or a corporate bureaucracy. We are a boutique firm where every team member matters. We believe in building careers, not filling seats. You will be treated as an individual with goals, ideas, and long-term ambitions.

Why Join Truvestments?

  • High-Performance Team: Work directly with leadership in a supportive boutique RIA.

  • **Growth: ** Professional development support and exposure to HNW client service operations.

  • Environment: Modern, tech-forward office with a flexible schedule.

  • Stability: Competitive salary plus performance bonus opportunities and paid time off.

The Role: Operational Heartbeat

As the Administrative Assistant, you are the first point of contact for our clients. This role requires independent decision-making, critical thinking, and a pride in precision.

Key Responsibilities:

  • Client Experience: Answer/route calls, greet clients, manage welcome packets, and coordinate client "touches" (birthday/anniversary cards).

  • Scheduling: Manage staff calendars, coordinate virtual/in-person meeting logistics, and ensure no follow-ups fall through the cracks.

  • Systems Management: Maintain CRM data, create templates/workflows, and document Standard Operating Procedures (SOPs).

  • Office Operations: Maintain filing systems, track supply needs, and support leadership with special administrative projects.

Requirements

The Ideal Candidate:

  • Highly organized, detail-oriented, and polished in communication.

  • A self-starter who is comfortable working with sensitive financial information.

  • Calm under pressure and skilled at prioritizing tasks.

Required Qualifications:

  • 2+ years of administrative, executive assistant, or secretarial experience in financial advisory profession.

  • Tech Proficiency: Microsoft Office Suite (Word, Excel, PPT, Outlook, OneDrive).

  • Systems: Experience working within CRM systems (GoHighLevel), Kwanti and Advyzon

  • Confidentiality: Ability to manage sensitive data (NDA required).

  • Commute: Ability to reliably commute to Sarasota, FL 34240.

Preferred Qualifications:

  • Bachelor’s degree in Business or Office Management.

  • Experience in financial or professional services.

  • Familiarity with Mac systems and early-stage AI tools.

Work Location & Schedule

  • Location: 5391 Lakewood Ranch Blvd N, Suite 303, Sarasota, FL 34240.

  • Setting: In-person.

  • Type: Full-time with flexible scheduling options.

Who Thrives Here? The person who succeeds here takes pride in precision. If you want to grow with a firm that values integrity, professionalism, and long-term relationships, we encourage you to apply.

Company Description

Truvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net worth families, entrepreneurs, executives, and business owners who rely on us for fiduciary advice and disciplined wealth management.