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Financial Administration Assistant Jobs in Indiana

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Financial Administration Assistant information

What is a financial administration assistant?

Financial Administration Assistants are professionals who provide support with a variety of financial and administrative tasks within an organization. Their duties often include processing invoices, maintaining financial records, handling expense reports, and assisting with budget tracking. They may also help prepare financial documents, support payroll functions, and ensure compliance with company policies and regulations. Their work is essential for ensuring the smooth operation of the finance department and supporting accurate financial reporting.

How does a financial administration assistant typically collaborate with other departments within an organization?

Financial Administration Assistants frequently work with various departments, such as Human Resources, Operations, and Procurement, to ensure accurate processing of invoices, expense claims, and budget tracking. They often serve as a point of contact for financial queries, helping colleagues understand administrative procedures or resolve discrepancies. Effective communication and teamwork are essential, as you'll need to coordinate deadlines and maintain compliance with company policies while supporting the overall financial health of the organization.

What are the key skills and qualifications needed to thrive as a financial administration assistant, and why are they important?

To thrive as a Financial Administration Assistant, you need strong numerical accuracy, attention to detail, and a background in finance or accounting, often supported by an associate degree or relevant certification. Familiarity with accounting software such as QuickBooks or Xero, as well as proficiency in Microsoft Excel, is typically required. Excellent organizational, time management, and communication skills help you manage multiple tasks and interact with stakeholders effectively. These abilities ensure accurate financial record-keeping, timely processing of transactions, and smooth financial operations within an organization.

What is the difference between Financial Administration Assistant vs Bookkeeper?

AspectFinancial Administration AssistantBookkeeper
CredentialsMay require basic accounting or finance certificationsOften requires bookkeeping certifications or courses
Work EnvironmentOffice settings, supporting finance teamsOffice or remote, managing financial records
Employer & Industry UsageUsed across various industries for administrative supportCommon in small to medium businesses handling day-to-day financial record-keeping
Primary FocusAdministrative support, data entry, document managementRecording financial transactions, reconciling accounts

The main difference is that a Financial Administration Assistant provides administrative support within finance teams, focusing on data entry and document management, while a Bookkeeper handles detailed financial record-keeping and account reconciliation. Both roles often require similar certifications and are found in similar work environments, but their core responsibilities differ.

What qualifications do you need to be a financial administration assistant?

A financial administration assistant typically needs a high school diploma or equivalent, along with skills in accounting, data entry, and office software such as Excel. Some roles may require relevant certifications like a bookkeeping or accounting qualification, and previous experience in finance or administrative support is often preferred.
Financial Administration Assistant jobs near you
Infographic showing various Financial Administration Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Personal Assistant - 1942999

Ursitti Enterprises LLC

Michigan City, IN

Full-time

Re-posted 15 days ago

Job description

Job Title: Personal Assistant 


Overview: Our client seeks a highly organized and proactive Personal Assistant to support multiple companies' day-to-day operations. The ideal candidate will be adept at multitasking, possess excellent communication skills, and thrive in a fast-paced environment. This role requires flexibility, discretion, and the ability to prioritize tasks effectively to ensure the smooth functioning of various business endeavors.

Responsibilities:


Administrative Support:

  • Manage calendars, schedule appointments, and coordinate meetings.
  • Handle email correspondence, draft communications, and respond to inquiries on behalf of the owner.
  • Prepare and organize documents, reports, and presentations as needed.
  • Arrange travel arrangements, including flights, accommodations, and transportation.


Business Liaison:

  • Act as a primary point of contact for internal and external stakeholders, including clients, vendors, and partners.
  • Facilitate communication between various departments within each company.
  • Coordinate with other assistants and team members to ensure efficient collaboration across business entities

.

Project Management:

  • Assist in the planning, executing, and tracking of various projects across multiple companies.
  • Coordinate project timelines, resources, and deliverables to ensure timely completion.
  • Provide regular updates and reports on project progress to the owners.


Financial Administration:

  • Assist with basic financial tasks such as expense tracking, invoicing, and budget management.
  • Coordinate with accounting departments to ensure accurate financial records across all companies.
  • Handle sensitive financial information with discretion and confidentiality.


Miscellaneous Tasks:

  • Perform ad-hoc administrative duties and errands as assigned by the owner.
  • Research various topics and compile information for decision-making purposes.
  • Anticipate needs and proactively identify opportunities to streamline processes and improve efficiency.

Qualifications:

  • A bachelor's degree in business administration, management, or a related field is preferred.
  • Proven experience as a personal assistant, executive assistant, or similar role.
  • Strong organizational and time management skills with the ability to prioritize tasks effectively.
  • Excellent written and verbal communication skills, with a professional and diplomatic demeanor.
  • Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and familiarity with productivity tools such as Google Workspace or Microsoft 365.
  • Discretion and confidentiality when handling sensitive information.
  • Ability to adapt to changing priorities and work well under pressure.
  • Previous experience supporting multiple executives or managing multiple projects is a plus.
  • MAC OS required