financial administrative assistant

Riley Planning and Investments

<div>
 
 Financial Administrative Assistant
 
 
 📍
 
 Location:
 
 Grand Rapids, MI
 
 
 🕘
 
 Schedule:
 
 Monday&ndash;Friday, 9:00 AM&ndash;4:00 PM
 
 
 💼
 
 Position Type:
 
 Full-Time, On-Site, $25/Hour. No other benefits offered.
 
 
 
 
 
 
 
 
 Position Overview:
 
 
 We are seeking an experienced Administrative Assistant to support a busy financial advising office. This role requires a highly organized, professional individual who can manage client relations, process payroll, assist with accounting tasks, support marketing efforts, and provide excellent front-desk service to clients. The ideal candidate will have prior administrative experience in a professional office environment which includes a background in payroll, accounting and/or bookkeeping.
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Greet clients, guests, and tenants in a friendly, professional manner
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Answer and direct phone calls, emails, and other communications
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Schedule client meetings and maintain advisor calendars
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prepare documents, manage office records and assist with general office operations
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assist with payroll, bookkeeping and accounting entries and tasks
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Work with accounting software, spreadsheets, invoicing, expense tracking, and reporting
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prepare marketing materials, newsletters, email campaigns and client events
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ensure the office is organized and professional for client meetings with basic housekeeping tasks
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Support financial advisors with daily operational tasks
 
 
 
 
 
 
 
 
 Required Qualifications:
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
 
 Previous administrative experience required
 
 (5+ years preferred)
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience with
 
 basic accounting/bookkeeping
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proficiency in
 
 Microsoft Office (Word, Excel, Outlook)
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience with
 
 accounting software
 
 (e.g., QuickBooks or similar)
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong organizational and multitasking skills
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Excellent communication and customer service skills
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;High level of professionalism and experience maintaining confidentiality
 
 
 
 
 
 Preferred Qualifications:
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience working in a
 
 financial services, accounting, or professional services office
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience with
 
 marketing tools, CRM systems, or email marketing platforms
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Associate&rsquo;s or Bachelor&rsquo;s degree in Business Administration, Accounting, or related field
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience processing payroll or preparing taxes
 
</div>

Financial Administrative Assistant

Arcare

<div>Job Title: Financial Administrative Assistant 
Job Type: Full-time (Monday-Friday, 8:00 AM - 5:00 PM)

Qualifications:
<ul><li>
High School diploma or GED required</li><li>
Bachelor's degree or 2 years of related experience preferred</li><li>
Proficiency in word processing, electronic data entry systems, and other office equipment</li><li>
Excellent verbal and written communication skills</li><li>
Visual and auditory acuity within professionally determined normal ranges, with correction if needed</li><li>
Manual dexterity sufficient to operate a computer and office equipment, including telephone, fax machine, copier, and recorders</li></ul>

Job Summary: 
Discover a rewarding career at Arcare. Join the Arcare team as a Financial Administrative Assistant, where you will provide administrative and financial support to the finance department and assists the leadership of the finance team to ensure accurate recordkeeping, timely processing of transactions, and efficient departmental operations. This role supports accounts payable and receivable functions, financial reporting preparation, data entry, and general office coordination while maintaining confidentiality and compliance with organizational policies and procedures. The position serves as a key support partner to finance leadership by helping manager priorities, coordinating departmental initiatives, and ensuring smooth day-to-day operations.

Skills &amp; Attributes
<ul><li>
Strong communication skills, both oral and written</li><li>
Excellent organizational and time management abilities</li><li>
Ability to adapt to change and multitask in a fast-paced environment</li><li>
Strong problem-solving and decision-making skills</li><li>
Ability to build positive relationships with staff, children, and families</li><li>
Reliable and dependable with a strong sense of accountability</li><li>
Self-motivated and proactive</li><li>
Ability to work effectively within a team</li></ul>

Company Paid Benefits:
<ul><li>
Health, dental, and vision insurance</li><li>
Paid time off (sick and vacation, up to 96 hours accrued annually)</li><li>
Eight (8) paid holidays</li><li>
One (1) floating holiday</li><li>
One (1) birthday holiday</li><li>
Life insurance</li><li>
Long-term disability</li><li>
Free Arcare clinic benefits for employees with Arcare health insurance</li><li>
Retirement plan (401(k) with company matching up to 200% of 4% after 1 year of employment)</li><li>
Additional supplemental and family coverage available</li></ul>

Application Assistance: 
If you need assistance with the application process, please email humanresources@arcare.net.

Equal Opportunity Employer: 
Arcare is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected b</div>

Wiser WealthCare, Inc.

Job Summary **PAY &amp; BENEFITS BASED ON EXPERIENCE AND DESIRED SCHEDULE**We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will be responsible for providing comprehensive support to ensure efficient operation of the office. This role requires a proactive individual with strong time management skills and the ability to handle multiple tasks simultaneously. The Administrative Assistant will serve as the first point of contact for visitors and clients, making a positive impression while managing various clerical duties.Duties<ul><li>Greet and assist visitors at the front desk, ensuring a welcoming environment.</li><li>Manage calendars, schedule appointments, and coordinate meetings for team members.</li><li>Perform clerical tasks such as filing, data entry, and maintaining office supplies.</li><li>Proofread documents to ensure accuracy and professionalism in all communications.</li><li>Assist with administrative tasks as needed, including correspondence and report preparation.</li><li>Maintain an organized office environment by implementing effective office procedures.</li><li>Collaborate with team members to streamline processes and improve workflow efficiency.</li></ul>Requirements<ul><li>Proven financial admin experience. Series 65/66 - REQUIRED</li><li>Previous experience with Charles Schwab administration is a plus but not required.</li><li>Exceptional proofreading skills with attention to detail in written communications.</li><li>Strong front desk skills with excellent interpersonal communication abilities.</li><li>Proficiency in calendar management and time management techniques.</li><li>Familiarity with office software applications (e.g., Microsoft Office Suite).</li><li>Ability to work independently while also being a collaborative team player.</li><li>A positive attitude and willingness to learn new skills in a dynamic work environment.</li></ul>If you are looking for an opportunity to contribute to a thriving organization while enhancing your administrative skills, we encourage you to apply for this position!Job Types: Full-time, Part-timePay: From $1.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Health insurance</li><li>Health savings account</li><li>Professional development assistance</li><li>Tuition reimbursement</li></ul>Work Location: In person

IDEA Insurance LLC

Company Overview Idea Insurance is a dynamic and rapidly expanding insurance agency dedicated to empowering agents and clients alike. With a focus on professional growth, innovative resources, and personalized support, we foster an environment where success is within everyone&rsquo;s reach. Our commitment is to help our team thrive both personally and professionally in a vibrant and supportive workplace.Job Summary IDEA Insurance is seeking a detail-oriented and analytical Financial Administrative Assistant to support our Operations team.This role is responsible for processing, reconciling, and tracking insurance commissions and payments across multiple product lines. The ideal candidate is highly organized, comfortable working with financial data, and committed to accuracy and accountability.This position plays a key role in maintaining operational integrity and ensuring timely and accurate commission reporting.Responsibilities<ul><li>Process, reconcile, and track W-2 and 1099 commission payments across ACA, Medicare, Life, Ancillary products, and sub-agencies</li><li>Reconcile commission data with sales records, identifying discrepancies and resolving issues promptly</li><li>Maintain detailed records of all commission transactions for audit purposes and future reference</li><li>Collaborate with sales teams and management to clarify commission structures and resolve any payment concerns</li><li>Generate comprehensive reports on commission activity for internal review and compliance purposes</li><li>Support the implementation of new financial systems or updates to existing software to enhance efficiency</li><li>Assist with audits by providing necessary documentation and explanations related to commission payments</li></ul>Requirements<ul><li>Bilingual (English and Spanish)</li><li>1+ year in commissions, payments, insurance operations, or accounting support</li><li>Commission processing and reconciliation</li><li>Financial reporting and data validation</li><li>Excel proficiency</li><li>Attention to detail and accuracy</li><li>Confidential data handling</li></ul>Pay: $20.00 - $24.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How would you rate your Microsoft Excel proficiency: Basic, Intermediate or Advanced?</li></ul>Experience:<ul><li>processing or reconciling commissions (W-2 or 1099): 1 year (Preferred)</li><li>performed financial reconciliations (comparing reports): 1 year (Preferred)</li><li>working in the insurance industry (ACA, Medicare, and Life): 1 year (Preferred)</li></ul>Language:<ul><li>English (Preferred)</li><li>Spanish (Preferred)</li></ul>Ability to Commute:<ul><li>Orlando, FL 32819 (Preferred)</li></ul>Work Location: In person

Crete Professionals Alliance

<div>Financial Office Administrative Assistant (Remote)
Cross Financial | Senior Operations Role | High Trust. Real Impact.
Cross Financial is hiring a seasoned Financial Office Administrative Assistant to serve as the operational backbone of a growing RIA platform.
This is not a traditional admin role. This is a senior operations position designed for a financial services professional who thrives on ownership, follow-through, and making complex advisory businesses run smoothly&mdash;removing friction so advisors and leadership can focus on growth.
If you enjoy being the person who keeps everything moving, this role offers autonomy, visibility, and long-term stability in a fully remote environment. 
Why Cross Financial<ul><li>
Fully remote &mdash; work from anywhere in the US, no time-zone or in-office requirements</li><li>
High-trust, high-responsibility role with direct access to leadership</li><li>
RIA-first platform built for growth, efficiency, and advisor success</li><li>
Meaningful influence over operations, workflows, and execution</li><li>
Long-term opportunity to grow with the firm as it scales</li><li>
No licensing, sales pressure, or portfolio management responsibilities</li></ul> 
This Role Will Own<ul><li>
Custodial platform management (Schwab Advisor Center specifically)</li><li>
Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)</li><li>
Client service operations (onboarding, account maintenance, service requests)</li><li>
Technology stack administration (CRM, portfolio management system, document management)</li><li>
Process documentation and SOP creation</li><li>
Internal workflow and project tracking across Cross Financial and Crete partner firms</li></ul> 
Who This Is For<ul><li>
Financial services operations professionals with 5+ years of experience</li><li>
Self-directed, highly organized individuals who excel in remote environments</li><li>
Strong communicators who can manage client and internal interactions confidently</li><li>
Professionals who enjoy building structure, improving workflows, and ensuring execution</li><li>
Someone who wants to be indispensable, not interchangeable</li></ul>
Strongly Preferred (But Not Required):<ul><li>
Schwab Advisor Services experience</li><li>
Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience</li><li>
RIA or financial planning operations background</li><li>
Client service experience in advisory environments</li><li>
Task, workflow, and deadline management expertise</li><li>
Exposure to trust and estate planning processes</li></ul> 
Compensation: 65K &ndash; 100K annually depending on experience
Bonus Available: Yes 
In addition to a rewarding career, we provide a robust benefits package, including:<ul><li>
Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)</li><li>
Company-Paid Life and Long-Term Disability Insurance</li><li>
Ancillary Benefits such as supplemental life insurance and short-term disability options</li><li>
Classic Safe Harbor 401(k) Plan with employer contributions</li><li>
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning</li></ul>
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! 
Ready to elevate your career in an environment where your impact matters? Apply today.
&ldquo;Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as &ldquo;Cross Financial&rdquo;) provide professional services. Any references to &ldquo;our ﬁrm,&rdquo; &ldquo;we,&rdquo; or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. 
Crete Professionals Alliance (&ldquo;Crete PA&rdquo;) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-LC1</div>

Financial Office Administrative Assistant (Remote)

Heritage and Company, Inc.-MBE

<div>
 We are seeking a detail-oriented and organized
 
 Finance Administrative Assistant
 
 to support our finance department with a primary focus on
 
 Accounts Receivable (AR)
 
 . This entry-level role is ideal for someone beginning a career in accounting or finance who enjoys working with numbers, maintaining organized records, and supporting financial operations.
 
 
 The successful candidate will assist with invoicing, payment tracking, and general financial administrative duties while helping ensure accurate and timely processing of customer payments.
 
 
 
 Requirements
 
 
 
 
 Key Responsibilities
 
 
 
 
 Accounts Receivable Support
 
 
 
 <ul>
 <li>
 Assist with preparing and sending customer invoices
 </li>
 <li>
 Record incoming payments and apply them to customer accounts
 </li>
 <li>
 Monitor outstanding balances and update AR records
 </li>
 <li>
 Help track past-due invoices and assist with follow-up communications
 </li>
 <li>
 Maintain accurate customer billing information
 
 
 </li>
 </ul>
 
 Administrative Finance Support
 
 
 
 <ul>
 <li>
 Organize and maintain financial documents and records
 </li>
 <li>
 Assist with data entry into accounting systems
 </li>
 <li>
 Support monthly reconciliation and reporting processes
 </li>
 <li>
 File and maintain financial paperwork and digital records
 </li>
 <li>
 Provide administrative support to the finance team as needed
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 
 What We Offer
 
 
 
 <ul>
 <li>
 Opportunity to gain hands-on experience in finance and accounting
 </li>
 <li>
 Training and professional development
 </li>
 <li>
 Supportive team environment
 </li>
 <li>
 Competitive pay and benefits
 </li>
 <li>
 Potential career growth within the finance department
 </li>
 <li>
 Paid Holidays
 </li>
 <li>
 Employer Paid Health Care ( for employee Only) Dependents at Employee Cost
 </li>
 </ul>
</div>

Finance Administrative Assistant (Accounts Receivable)

Redwood Forest Foundation, Inc.

Administrative &amp; Finance Support Assistant (Part-Time)Redwood Forest Foundation, Inc. (RFF) Location: 247 N Main St. Suite C, Fort Bragg, CA (not remote) 20 hours/week | $25&ndash;$30/hour DOERedwood Forest Foundation, Inc. (RFF) is a nonprofit organization dedicated to acquiring, protecting, restoring, and sustainably managing forestlands in Northern California for the long-term benefit of local communities. RFF owns and manages the 50,000-acre Usal Redwood Forest as a working community forest&mdash;balancing ecological restoration, responsible timber operations, carbon stewardship, public access, and community engagement. Our work supports healthy forests, local jobs, and lasting conservation outcomes.RFF is seeking a dependable, detail-oriented Administrative &amp; Finance Support Assistant to support bookkeeping and daily office operations at our Fort Bragg Welcome Center. This is a steady, part-time role ideal for someone who enjoys accurate financial processing, organized systems, and supporting a small mission-driven team.Bookkeeping &amp; Finance Support<ul><li>Enter bills, receipts, and transactions into QuickBooks</li><li>Assist with Accounts Payable and basic receivables tracking</li><li>Make bank deposits (online) and maintain deposit logs</li><li>Organize invoices and financial records</li><li>Support documentation preparation for monthly reconciliation</li></ul>This role does not handle payroll, reconciliations, or independent accounting decisions.Mail &amp; Office Administration<ul><li>Check and process mail (including checks and donations)</li><li>Maintain organized digital and physical filing systems</li><li>Assist with donation processing, certificate mailings, supply ordering, meeting scheduling, and general admin tasks</li><li>Provide light front-desk/visitor and Welcome Center meeting support as needed</li></ul>QualificationsRequired<ul><li>1&ndash;3 years administrative or bookkeeping experience</li><li>Experience using QuickBooks or similar accounting software</li><li>Strong attention to detail and organization</li><li>Ability to manage recurring tasks independently</li><li>Comfortable handling confidential financial information and interacting professionally with staff, Board members, volunteers and the public</li><li>Valid California driver&rsquo;s license</li></ul>Preferred<ul><li>Nonprofit or small organization experience</li><li>Familiarity with software such as donor databases, Google Workspace, Microsoft Office, Adobe Suite and similar</li></ul>To Apply: Email your resume and cover letter to patrick@redwoodforests.org - subject line - RFF Admin AssistantEqual Employment Opportunity StatementRedwood Forest Foundation, Inc. (RFFI) is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic as established by law. All qualified applicants will receive consideration for employment without regard to these factors.Job Type: Part-timePay: $25.00 - $30.00 per hourExpected hours: 20 per weekWork Location: In person

Administrative and Finance Assistant

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Financial Administrative Assistant

Financial Administrative Assistant

Financial Administrative Assistant

Financial Administrative Assistant

Financial Office Administrative Assistant (Remote)

Finance Administrative Assistant (Accounts Receivable)

Administrative and Finance Assistant