Financial Assistant Job Description Sample Template

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We are seeking a highly organized and detail-oriented financial assistant to join our finance team. Knowledge of general accounting and bookkeeping practices, as well as a strong work ethic, are required. You will assist with the day-to-day task in our finance department and play an integral role in maintaining account information.

• Help with financial data entry and general bookkeeping
• Manage data, records, and reports by checking for errors and verifying accuracy of information
• Prepare receipts, vouchers, invoices, etc. for entry into data sheets
• Assist in preparation of financial statements and reports
• Assist in creating and setting budgets
• Update and maintain financial records
• Prepare spreadsheets for data entry, including budgets, accounting information, etc.
• Take direction from and report to the financial manager
• Independently prioritize daily tasks and responsibilities
• Provide stellar customer service to our clients and be informed on all company policy and practices (including data privacy)
• Attend and take notes at all financial department meetings
• Assist with audits as necessary
• Adhere to current accounting/finance laws and regulations
• Work to company standards

• Minimum of high school diploma or GED equivalent required
• Associate's or bachelor's degree in accounting, finance or related field preferred
• Mathematical and accounting acuity
• Professional demeanor and excellent customer service skills
• Knowledgeable in basic accounting/bookkeeping practices and processes
• Computer knowledge and experience using Microsoft Suite (mainly Excel) and other accounting and data input software
• Excellent communicator, both spoken and written
• Strong organizational and time-management skills
• Thrives working both independently (a self-starter) and collaboratively
• Dependable, respectful and consistently works to uphold company ethics and standards