Finance Executive Assistant

Finance Executive Assistant

Finance Executive Assistant

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Job Description

Accounting / Finance - Full-time

The Finance Executive Assistant is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Client satisfaction is critical to the success of this position. The individual in this role is responsible for performing a broad spectrum of both administrative and financial activities to support the department.


Reporting relationship: Vice President of Financial Management




  • Administrative tasks include composing and preparing correspondence, drafting agendas, and setting up conference calls and meetings.
  • Create presentations and other meeting materials using various software.
  • Manage and maintain electronic systems, records, and contacts; assist with tracking, reporting, and document completion.
  • Demonstrate professionalism and courtesy in representing the department through interaction with internal and external colleagues, vendors, and partners.
  • Assist the department with projects and follow-through to successful completion.



  • Review, code, and process invoices into the accounts payable system; maintain accuracy and organization while handling invoices for different entities and vendors.
  • Assist with the input, documentation, and processing of employee expense reports. 
  • Complete bank and investment account reconciliations; make associated journal entries in the accounting system.
  • Prepare schedules in Excel as supporting documentation.
  • Assist with organization, filing, and mailing of various documents.
  • Establish and maintain relationships with new and existing vendors.



  • Prioritize conflicting needs, handle matters efficiently and proactively.
  • Identify and implement processes and systems to automate and increase efficiencies.
  • Work on special projects, both individually and as part of a team.
  • Effectively collaborate and communicate with others; demonstrate a desire to be part of a team.
  • Exercise sound judgment and an appropriate sense of urgency.
  • Complete other projects as assigned. 



•    Bachelor’s degree preferred.

•   Two years of experience in a related field required. Prefer accounting, administration, or customer service experience.

•    Proficiency in Excel, Word, Outlook, and PowerPoint.

•  Ability to manage multiple projects simultaneously with efficiency; strong attention to detail.

•  Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects.

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