Financial Admin Assistant Job Description Template

The Financial Admin Assistant will support the financial team in a variety of administrative tasks. These tasks may include data entry, preparing reports, handling correspondence, and assisting with special projects. The Financial Admin Assistant must be highly organized and detail-oriented, with excellent written and verbal communication skills. They should also have a basic understanding of accounting principles.

Financial Admin Assistant Job Responsibilities

  • Maintain financial records for the organization
  • Prepare reports and presentations on financial data
  • Assist with budgeting and forecasting
  • Perform data analysis to identify trends and recommend solutions
  • Support the finance team in various adhoc projects
  • Handle customer inquiries related to invoices and payments

Objectives

  • To provide efficient and accurate financial administrative support to the organization.
  • To maintain accurate records of the organization’s financial transactions.
  • To assist in the preparation of financial reports, budgets, and forecasts.
  • To contribute to the smooth running of the finance department by providing prompt and courteous service to internal and external customers.
  • To develop and maintain good working relationships with all members of the finance team.

Financial Admin Assistant Job Skills & Qualifications Needed

  • The skills and qualifications needed for the role of Financial Admin Assistant vary depending on the employer. However, most employers will require applicants to have at least a high school diploma or equivalent, as well as basic math and computer skills. Additionally, some financial admin assistant positions may require candidates to have previous experience working in an office or administrative environment.