financial administrative assistant

Parkinson's Association of San Diego

Financial Administrative Assistant Parkinson&rsquo;s Association of San Diego (PASD) Location: San Diego County, CA Position Type: Part Time (16 hours/week)About Parkinson&rsquo;s Association of San Diego:PASD&rsquo;s mission is to enable those in San Diego County impacted by Parkinson&rsquo;s to live their best lives through support, resources, and education. PASD empowers individuals and families impacted by Parkinson&rsquo;s disease through a wide range of evidence-based, community-driven programs that improve quality of life, health outcomes, and access to support across San Diego County.Overview:This position will work independently under the direction of the Executive Director and will record all financial transactions. Will assist with budget development and assure compliance with all financial policies and procedures, regulatory requirements and board directives.Key Responsibilities:<ul><li>Assist Executive Director and Board Treasurer in budgeting and financial reporting</li><li>Maintain accurate digital financial records and process accounts payable/receivable in a timely manner Monitor and reconcile bank statements and financial accounts regularly</li><li>Process and manage biweekly payroll accurately and in compliance with regulations</li><li>Support grant management by tracking funding and compliance requirements</li><li>Assist with fundraising efforts in an administrative capacity by maintaining accurate donor databases</li></ul>Qualifications:<ul><li>1+ years of experience as financial administrative assistant</li><li>Prefer Bachelor&rsquo;s degree in finance, business administration or related field</li><li>Working knowledge of accounting software</li><li>Working knowledge of Microsoft Suite and Google Suite</li><li>Meticulous attention to detail and ability to perform tasks with accuracy and efficiency</li><li>Good organizational and time management skills</li><li>Strong team player with good communication skills</li><li>High levels of integrity and ability to handle confidential information</li><li>Experience with non-profit organization is an asset</li><li>Experience working with individuals with a disability is an asset</li></ul>Compensation:<ul><li>$30/hour (16 hours per week)</li></ul>Pay: $25.53 - $30.00 per hourWork Location: Hybrid remote in San Diego, CA 92123

Financial Administrative Assistant

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

Cedarcom

Job Summary We are seeking a dependable, mission-aligned Financial Assistant to support our Executive Director and Founder. This role is ideal for someone who is highly organized, detail-oriented, and dedicated to maintaining strong ethical, financial, and operational standards.The Financial Assistant will oversee daily financial data entry, maintain accurate records, prepare spreadsheets and reports, and provide essential clerical and administrative support. This includes assisting with meeting documentation and ensuring timely, accurate information flow within the finance function. The position requires strong communication skills, proficiency in Microsoft Excel and accounting software, and the ability to work both independently and collaboratively in support of our mission. Delivering professional, respectful customer service to internal and external stakeholders is a key component of this role.Responsibilities<ul><li>Provide high-quality support that anticipates the needs of the Executive Director and Executive Leadership Team</li><li>Prepare correspondence, reports, and presentations to ensure clear communication and effective messaging</li><li>Manage and prioritize incoming communication &mdash; including emails, phone calls, and requests &mdash; ensuring timely responses and follow-ups</li><li>Maintain and provide regular updates to internal teams and external partners on key milestones across a variety of projects</li><li>Manage administrative tasks associated with project execution with accuracy, organization, and timelines</li></ul>Qualifications <ul><li>Professional, courteous demeanor and strong customer service orientation</li><li>Proficiency with Microsoft Suite (especially Excel) and familiarity with accounting and data-entry software</li><li>Strong written and verbal communication skills</li><li>Excellent organizational and time-management abilities</li><li>Team player who can also work independently</li></ul>Pay: $75,000.00 - $95,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Financial Assistant

LOGS Legal Group

<div>POSITION DETAIL:
<ul>
<li>Job title: Financial Operations Assistant</li>
<li>Location: Remote</li>
<li>Position status: Full Time</li>
<li>FLSA status: Non-Exempt (hourly)</li>
<li>Scheduled hours: 8:30- 5:00 PM (Local time)</li>
</ul>
Purpose of the Role

The Financial Operations Assistant provides administrative and operational support to the Finance team by assisting with financial analysis support, reporting activities, treasury-related administration, and general departmental coordination. This role helps ensure accurate, organized, and timely financial operations while supporting the Finance team&rsquo;s broader analytical and strategic objectives.

Duties and Responsibilities

Financial Analysis &amp; Reporting Support
<ul>
<li>Assist with financial modeling activities, including data preparation, validation, and organization</li>
<li>Support the preparation of recurring and ad hoc financial reports and dashboards</li>
<li>Help gather, organize, and maintain financial data used for analysis, forecasting, and leadership reporting</li>
</ul>
Treasury &amp; Finance Operations Support
<ul>
<li>Assist with treasury-related administrative tasks such as tracking banking activity, documentation, and reconciliations support</li>
<li>Help maintain records related to cash management, banking portals, and treasury controls</li>
<li>Support internal tracking of financial activity to ensure accuracy and audit readiness</li>
</ul>
Administrative &amp; Departmental Support
<ul>
<li>Provide general administrative support to the Finance department, including scheduling, coordination, and documentation</li>
<li>Assist with maintaining organized digital finance files in accordance with internal controls and retention standards</li>
<li>Support internal finance workflows and help route requests, approvals, and follow-ups as needed</li>
<li>Identify opportunities to improve administrative processes and operational efficiency within the Finance team</li></ul> 


Value to the Team

The Financial Operations Assistant supports the Finance team by ensuring financial data, reports, and administrative processes are accurate, well-organized, and timely. Their support allows Finance leadership and analysts to focus on higher-level financial modeling, analysis, and decision-making.

Impact to the Organization

By supporting financial reporting, treasury administration, and operational coordination, this role contributes to financial accuracy, strong internal controls, and effective decision support&mdash;helping the organization operate efficiently and responsibly.

Knowledge, Skills, and Abilities
<ul>
<li>Strong organizational and analytical support skills</li>
<li>High level of attention to detail and accuracy</li>
<li>Ability to manage multiple priorities and meet deadlines</li>
<li>Proficiency with Microsoft Office, particularly Excel</li>
<li>Comfortable working with financial data and reports</li>
<li>Clear written and verbal communication skills</li>
<li>Ability to handle sensitive financial information with discretion and professionalism</li>
</ul>
Training and Experience
<ul>
<li>High school diploma or equivalent required</li>
<li>Prior experience in finance administration, reporting support, operations, or analytical support roles preferred</li>
<li>Exposure to financial modeling, reporting, or treasury functions is a plus</li></ul></div>

Financial Operations Assistant

Conover Properties

Administrative Assistant &ndash; Financial Planning OfficeWe are seeking a highly organized and dependable Administrative Assistant to provide dedicated support to two financial planners. This role is essential in maintaining the efficiency of daily operations, ensuring client satisfaction, and upholding the firm&rsquo;s professional standards.Key Responsibilities<ul><li>Manage client scheduling, correspondence, and follow-up communications.</li><li>Prepare client review packets, reports, and meeting materials.</li><li>Maintain client records, documentation, and compliance files within the firm&rsquo;s CRM system.</li><li>Coordinate new client onboarding and account service requests.</li><li>Communicate with custodians, investment companies, and vendors to facilitate client transactions.</li><li>Support marketing and client engagement initiatives, including mailings and event coordination.</li><li>Perform general office management tasks such as ordering supplies, organizing files, and maintaining office systems.</li><li>Ensure adherence to confidentiality and compliance policies at all times.</li></ul>Qualifications<ul><li>Minimum of 2 years of administrative experience, preferably within financial services, insurance, or a professional office environment.</li><li>Excellent written and verbal communication skills.</li><li>Proficiency with Microsoft Office Suite; familiarity with financial CRM systems (e.g., Redtail, Wealthbox, Salesforce) preferred.</li><li>Strong organizational skills with attention to detail and the ability to prioritize multiple tasks.</li><li>Demonstrated professionalism, discretion, and reliability.</li></ul>Preferred Attributes<ul><li>Proactive problem solver with strong follow-through.</li><li>Professional appearance and demeanor.</li><li>Positive team player who values client service and continuous improvement.</li></ul>If you are interested in growing with our team we would love to hear from you.Job Type: Full-timePay: From $21.00 per hourBenefits:<ul><li>401(k)</li></ul>Work Location: In person

Administrative Assistant-Financial Planning Office

Cheapshots Photography

Job Title: Financial AssistantJob Type: Full-time / RemoteSalary: $4.00 - $6.00 per hour (Based on experience)Schedule: Mst TimeAbout the RoleWe are a fast-paced Real Estate Brokerage looking for a detail-oriented Financial Assistant to support our daily operations. You will be responsible for maintaining clean books, managing commission structures, and providing high-level administrative support to the Broker.Key ResponsibilitiesBookkeeping: Maintain accurate records of all company income and expenses.Commission Tracking: Calculate and track agent commissions and split structures.Data Management: Utilize advanced Excel functions to create financial reports and market analysis.Financial Reporting: Prepare weekly and monthly cash flow statements and P&amp;L reports.Audit Support: Ensure all financial documentation is organized and compliant with brokerage standards.Bank Reconciliation: Match and verify all incoming payments and bank transactions against our internal ledgers and financial software. You will ensure that payments received in our bank accounts is accurately recorded in our systems to maintain up-to-date and precise financial records.Required QualificationsEducation: Bachelor&rsquo;s degree in Finance, Accounting, or a related field (Required).Technical Skills: Expert-level knowledge of Microsoft Excel.Experience: Proven experience in bookkeeping or financial administration.Previous experience working within a Real Estate Brokerage is a major plus.Language: High proficiency in written and verbal English.Do you have experience working in a Real Estate Brokerage?Job Type: Full-timePay: $4.00 - $6.00 per hourWork Location: Remote

Financial Assistant (Remote)

Level Four Wealth Management

About Us: Absaroka Wealth Management is a modern, planning-first financial advisory firm located in Cody, Wyoming. We work closely with individuals and families to build transparent, long-term financial strategies. As our firm continues to grow, we're looking for a reliable and detail-oriented Administrative Assistant to join our team and grow with us.About the Role: As the Administrative Assistant, you'll support the daily operations of our office, helping ensure a seamless client experience. This is an ideal role for someone who is trainable, eager to learn the financial services industry, and looking for a long-term role with room for development. Pay starts at $25/hour and depends on experience.Key Responsibilities:<ul><li>Schedule client meetings and manage calendars for the advisory team</li><li>Assist with client communication via phone and email</li><li>Handle paperwork for account openings, transfers, and money movement</li><li>Enter and maintain client data within LPL&rsquo;s systems</li><li>Support compliance processes and file management</li><li>Coordinate with both advisors on day-to-day operations and follow-up items</li><li>Maintain professionalism and confidentiality in all client interactions</li></ul>Qualifications:<ul><li>Strong attention to detail and organizational skills</li><li>Excellent verbal and written communication</li><li>Comfortable learning new technology platforms (training provided)</li><li>Ability to multitask and meet deadlines</li><li>Professional, dependable, and people-oriented</li><li>Experience in financial services or administrative support preferred, but not required</li></ul>Schedule:<ul><li>Monday&ndash;Friday</li><li>8:00 AM to 3:00 PM</li><li>1-hour unpaid lunch</li></ul>Perks:<ul><li>Annual end-of-year bonus</li><li>2 weeks of paid time off</li><li>Supportive, small-team environment with high-impact client work</li></ul>Pay: From $25.00 per hourBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li></ul>Ability to Commute:<ul><li>Cody, WY 82414 (Required)</li></ul>Ability to Relocate:<ul><li>Cody, WY 82414: Relocate before starting work (Required)</li></ul>Work Location: In person

Administrative Assistant – Part-Time

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10000 financial administrative assistant jobs Near Me

Financial Administrative Assistant

Financial Administrative Assistant

Financial Assistant

Financial Operations Assistant

Administrative Assistant-Financial Planning Office

Financial Assistant (Remote)

Administrative Assistant – Part-Time