financial assistant

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

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)

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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</div>

Part-Time Bookkeeper / 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

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

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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Client Financial Executive Assistant (Remote)