financial assistant

Nha Sach Binh Minh

Job Opportunity: Financial AssistantLocation: Muscat, Oman Company: Nha Sach Binh MinhAbout UsNha Sach Binh Minh is a growing organization with a strong focus on financial integrity, operational efficiency, and sustainable growth. With a presence in Oman, we are committed to supporting our business units through accurate financial management and strategic oversight. To strengthen our finance team in Muscat, we are seeking a detail-oriented Financial Assistant to support day-to-day accounting and financial operations.Role OverviewThe Financial Assistant will be responsible for assisting with financial reporting, transaction processing, and compliance activities. This role requires accuracy, organizational skills, and the ability to work collaboratively across departments.Key Responsibilities<ul><li>Assist in preparing financial reports, statements, and reconciliations.</li><li>Process invoices, payments, and expense claims.</li><li>Maintain accurate financial records and documentation.</li><li>Support budgeting and forecasting activities.</li><li>Collaborate with finance and operations teams to ensure compliance with policies.</li><li>Assist with audits and provide necessary documentation.</li><li>Monitor financial transactions and highlight discrepancies.</li><li>Provide administrative support to the finance department as needed.</li></ul>Qualifications<ul><li>Diploma or Bachelor&rsquo;s degree in Accounting, Finance, or related field.</li><li>1&ndash;3 years of experience in finance or accounting support roles.</li><li>Strong knowledge of accounting principles and financial processes.</li><li>Proficiency in MS Office and accounting software (ERP experience preferred).</li><li>Excellent attention to detail and organizational skills.</li><li>Strong communication and problem-solving abilities.</li><li>Fluency in English; Arabic is a strong advantage.</li></ul>Why Join Us?<ul><li>Be part of a respected organization with diverse operations.</li><li>Gain valuable experience in finance and accounting.</li><li>Competitive salary and benefits package.</li><li>Opportunities for career growth and skill development.</li><li>Collaborative, supportive, and performance-driven work culture.</li></ul>Job Type: Full-timePay: Up to RO850.000 per monthWork Location: In person

Financial Assistant

Oberlin Student Cooperative Association

Position OverviewThe Financial Assistant works 20 hours per week (Monday&ndash;Thursday, 11:00 AM&ndash;4:00 PM; hours are flexible) to assist the Financial Manager with all aspects of OSCA&rsquo;s accounting and financial operations. This role is to support in keeping OSCA&rsquo;s finances accurate, auditable, and in good order in accordance with Generally Accepted Accounting Principles (GAAP). The start date for this position will be August 17, 2026.About OSCAThe Oberlin Student Cooperative Association (OSCA) is a student-run cooperative organization at Oberlin College. OSCA manages the financial, operational, and community needs of its member co-ops, providing affordable housing and dining to students. We are looking to hire a detail-oriented Financial Assistant to join our team and support our Financial Manager in maintaining OSCA&rsquo;s financial operations.Key ResponsibilitiesAccounts Payable<ul><li>Enter and pay bills promptly; train student admins on matching packing slips and invoices for audit filing</li><li>Process rent payments to Oberlin College and review rent calculations each semester with the Treasurer</li><li>Run weekly A/P reports for Treasurers and assist vendors as needed</li></ul>Accounts Receivable<ul><li>Issue fall and spring semester room and board bills</li><li>Receive, record, and deposit incoming checks; update the A/R Spreadsheet daily</li><li>Collect debts in accordance with OSCA&rsquo;s Continuing Policy; apply co-op credits to invoices upon receipt</li><li>Prepare member co-op credit checks at end of spring semester (mid-May)</li><li>Track and process Advance Deposits; prepare journal entries and apply accurately to Fall invoices</li><li>Track Winter Term payments and assist the Winter Term Treasurer with budget and late payment updates</li><li>Collaborate with the Membership Secretary to maintain full co-op membership capacity</li></ul>Accounting<ul><li>Reconcile checking and savings accounts with bank statements</li><li>Make appropriate fund transfers including certificates of deposit and investment options per the Finance Committee</li><li>Perform online credit card reconciliations (peak periods: Winter Term and Advance Deposits)</li><li>Bill individual co-ops for supplies; oversee stockroom inventory tracking and cost management with the Treasurer</li></ul>Payroll<ul><li>Update the Payroll Stipend Spreadsheet each semester as new members are hired; enter data into the accounting system</li><li>Assist members with required forms and identification documents</li><li>Report new hires to the State of Ohio</li><li>Run payroll on the last working day of each month</li><li>File monthly and quarterly Federal, State, and Local taxes</li><li>Prepare end-of-month journal entries</li></ul>Qualifications<ul><li>Minimum 5 years of experience as a full-charge Accountant or equivalent</li><li>Bachelor&rsquo;s degree required</li><li>Proficiency in QuickBooks accounting software</li><li>Proficiency in Microsoft Word, Microsoft Excel, and Google Sheets</li><li>Strong attention to detail, especially with accounting reports and reconciliations</li><li>Familiarity with GAAP; experience with nonprofit or cooperative accounting a plus</li><li>Ability to work collaboratively with student staff and organizational leadership</li></ul>How to ApplyTo apply, please email the following to officers@osca.coop by May 20 at 5 p.m.<ul><li>A current resume</li><li>A cover letter describing your relevant experience</li><li>Contact information for two professional references</li></ul>Pay: $33.00 - $55.00 per hourWork Location: In person

Brown Insurance Services Inc.

<div>
 
 Join Brown Insurance Services
 
 
 
 
 
 Part-Time Bookkeeper / Financial Assistant
 
 
 
 
 Are you a highly organized, solutions-focused professional who thrives on problem-solving and independence? Do you enjoy digging into financial details, resolving discrepancies, and creating clarity where others see complexity? If so, we&rsquo;re looking for you.
 
 
 At Brown Insurance, we need someone who can not only handle day-to-day bookkeeping tasks but also take ownership of investigating and resolving financial questions across multiple systems. This role is designed for someone who enjoys researching, connecting dots, and delivering answers that make life easier for leadership and the team.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Manage day-to-day bookkeeping using QuickBooks.
 </li>
 <li>
 Track, process, and reconcile client payments across carriers, finance companies, and our agency management system (EPIC).
 </li>
 <li>
 Submit payroll and ensure commission payouts are properly allocated to producers and staff.
 </li>
 <li>
 Work with management and remote bookkeeping support to align financial records.
 </li>
 <li>
 Provide accurate reports for our CPA, converting data outputs into QuickBooks.
 </li>
 <li>
 Research and resolve financial discrepancies independently, presenting solutions rather than problems.
 </li>
 <li>
 Handle incoming checks, invoices, and other financial documents that require in-office attention.
 
 
 </li>
 </ul>
 
 Requirements:
 
 
 
 <ul>
 <li>
 Proven bookkeeping experience with proficiency in QuickBooks (required).
 </li>
 <li>
 Strong problem-solving skills with a &ldquo;find the answer&rdquo; mindset.
 </li>
 <li>
 Exceptional organizational skills and attention to detail.
 </li>
 <li>
 Ability to work independently, research issues, and present solutions.
 </li>
 <li>
 Comfortable working in a digital, paperless environment.
 </li>
 <li>
 Payroll and commission reconciliation experience strongly preferred.
 </li>
 <li>
 Insurance industry or Applied Epic experience a plus (ideal candidate).
 
 
 </li>
 </ul>
 
 Schedule &amp; Pay:
 
 
 
 <ul>
 <li>
 Part-time: 20 hours per week
 </li>
 <li>
 Preferred schedule: Monday&ndash;Friday, 8:30 AM &ndash; 12:30 PM (flexible within office hours: 8:30 AM &ndash; 5:00 PM).
 </li>
 <li>
 Pay: $20&ndash;$25 per hour, based on experience.
 </li>
 <li>
 No benefits offered for this role.
 
 
 </li>
 </ul>
 Brown Insurance Services has been proudly serving Florida since 1974 as a family-owned, independent agency. We represent over 80 carriers and are committed to delivering outstanding service while creating a positive, growth-minded environment for our team.
 
 
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Part-Time Bookkeeper / Financial Assistant

Allegiant Wealth Partners

Job Overview We are seeking a proactive and detail-oriented PART-TIME Financial Advisor Assistant to join our dynamic team. This energetic role offers an exciting opportunity to support financial advisors in delivering exceptional client service and ensuring smooth office operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for people and customer support. As a key member of our Mid-South Team, you will help streamline administrative processes, manage client interactions, and contribute to the overall success of our financial advisory services.Duties<ul><li>Provide comprehensive administrative support to financial advisors, including scheduling appointments and managing calendars.</li><li>Handle greeting clients professionally and directing inquiries efficiently.</li><li>Manage multi-line phone systems, answer incoming calls with courteous phone etiquette, and route messages accurately.</li><li>Maintain organized client files through meticulous filing, data entry, and record keeping using digital tools like Microsoft Office and Google Workspace.</li><li>Assist with bookkeeping tasks using proprietary software applications that you will be trained to use.</li><li>Support office management duties such as supply ordering, document proofreading, and ensuring a well-organized workspace.</li><li>Facilitate customer support by addressing client questions promptly and providing exceptional service to enhance client satisfaction.</li></ul>Requirements<ul><li>Proven experience in office management, clerical work, or administrative roles within a professional environment.</li><li>Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Demonstrated experience with multi-line phone systems, phone etiquette, and customer service excellence.</li><li>Attention to detail in proofreading documents and maintaining accurate data entry records.</li><li>Prior personal assistant or office experience is preferred.</li><li>Strong interpersonal skills combined with professionalism to support clients and team members alike. Join us as a Financial Advisor Assistant where your enthusiasm meets your expertise! Help us deliver outstanding service while growing your career in a vibrant environment dedicated to excellence and client success.</li></ul>Pay: $32,000.00 - $44,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

Financial Advisor Assistant

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</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!Pay: 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

Financial Administrative Assistant

Rowin Insurance

<div>We are seeking a highly organized and dependable Client Financial Executive Assistant to support our financial services team with client coordination and administrative operations. This role is ideal for individuals looking to gain experience in financial services while working in a flexible, remote environment. 
You will play a key role in ensuring smooth day-to-day support for client-related financial processes.<h3 class="jobSectionHeader">
Key Responsibilities</h3> 
<ul><li>
Assist with client financial documentation and basic reporting</li><li>
Maintain and organize client records with accuracy and confidentiality</li><li>
Support financial executives with administrative and coordination tasks</li><li>
Handle data entry, document processing, and online submissions</li><li>
Communicate professionally with internal teams and, when needed, clients</li><li>
Ensure timely completion of assigned projects and tasks</li></ul><div><h3 class="jobSectionHeader">
Qualifications</h3><ul><li>
Strong attention to detail and organizational skills</li><li>
Professional communication (written and verbal)</li><li>
Basic proficiency with computers, online tools, and data entry</li><li>
Ability to manage time effectively in a remote setting</li><li>
Prior administrative, finance, or customer support experience is a plus (not required)</li></ul><div><h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3><ul><li>
Competitive project-based compensation</li><li>
Performance-based bonuses and growth incentives</li><li>
Flexible remote work environment</li><li>
Opportunity to gain experience in financial services and client management</li><li>
Potential for long-term collaboration and advancement</li></ul><div><h3 class="jobSectionHeader">
Work Environment</h3>
This is a fully remote opportunity open to candidates across the United States. You will have the flexibility to manage your own schedule while meeting project deadlines.</div></div></div></div>

Client Financial Executive Assistant (Remote)

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