Financial Administrative Assistant Resume Samples

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NJ
N Jacobs
Nelda
Jacobs
1088 Rosenbaum Spring
Los Angeles
CA
+1 (555) 927 5531
1088 Rosenbaum Spring
Los Angeles
CA
Phone
p +1 (555) 927 5531
Experience Experience
Philadelphia, PA
Financial Administrative Assistant
Philadelphia, PA
Franecki-Fadel
Philadelphia, PA
Financial Administrative Assistant
  • Creates or Assists with the design and development of presentations
  • Performs basic administrative duties – Schedules meetings, assists with travel arrangements, assists with expense report preparation
  • Provides administrative support to our transportation group in the St. Louis Park, MN office performing a variety of tasks
  • Works closely with administrative assistants from all business lines to help with daily administrative responsibilities
  • Work closely with the General Manager to ensure smooth operation of all finance matters
  • Provide administrative support to the management staff
  • Conducts or assists in the documentation of accounting projects. Prepare monthly reports for client
Detroit, MI
Administrative Assistant, Financial Affairs
Detroit, MI
Mante-Goldner
Detroit, MI
Administrative Assistant, Financial Affairs
  • Create and manage correspondence and written communication
  • Assist in maintaining various company filing systems, databases, and reports using Word, Excel, and/or custom programs requiring a high attention to detail
  • Self-starter with a driven, motivated work ethic
  • Moderate phones and scheduling – facilitate appointments, maintain calendars, and contacts
  • Word process, fax, copy, scan, file and distribute documents while maintaining strict confidentiality
  • Process expense reimbursements
  • Additional ad hoc duties, including research and administrative projects, as assigned
present
Boston, MA
Administrative Assistant Financial Services Group
Boston, MA
Reilly-Kovacek
present
Boston, MA
Administrative Assistant Financial Services Group
present
  • Provides high level of customer service and assistance to clients, and fellow co-workers both inside and outside of immediate team
  • Makes copies of correspondence and other printed matter
  • Assists in research, testing, and/or implementation of revised policies and procedures
  • Schedules meetings and appointments for staff, including coordinating and confirming attendance, arrangement of meeting location, equipment and supplies
  • Prepares outgoing mail
  • Reads and routes incoming mail
  • Coordinates travel arrangements for staff, utilizing the in house travel agency
Education Education
Bachelor’s Degree in Integrity
Bachelor’s Degree in Integrity
Georgia Southern University
Bachelor’s Degree in Integrity
Skills Skills
  • Strong analytical ability; creative problem solver; detail and solution oriented
  • Excellent database skills
  • Proficient in Microsoft Office - advanced Excel user
  • Excellent understanding of accounting processes
  • Excellent business application skills (e.g., Microsoft Office Suite, Systems, Applications, Products (SAP)
  • Strong communication skills
  • Positive attitude and an ability to adapt to an ever-changing environment
  • Strong computation skills
  • Ability to understand and articulate the financial impact of business decisions
  • Strong project management skills
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5 Financial Administrative Assistant resume templates

1

Administrative Assistant Iii Financial Shared Services Resume Examples & Samples

  • Coordinate activities (meetings, presentations, etc.) across multiple teams, as applicable
  • Execute established business processes and procedures to support the department
  • Ensure accuracy and confidentiality of information being processed, stored or accessed
  • Research and resolve issues using appropriate resources
  • Review operating practices and procedures, determine whether improvements can be made and work with management to implement changes as appropriate
  • Set up and oversee administrative procedures and guidelines for department
  • Assist in maintaining department budget and expense reconciliation as appropriate
  • Provide exceptional customer service through professionalism, ownership and initiative
  • Show commitment to team through collaboration and positive, proactive communication
  • Demonstrate productivity using time efficiently and effectively to deliver results
2

Administrative Assistant Financial Services Group Resume Examples & Samples

  • Provides high level of customer service and assistance to clients, and fellow co-workers both inside and outside of immediate team
  • Communicates in person and through correspondence with high level contacts inside and outside the company such as vendors, customers, and senior leadership
  • Coordinates travel arrangements for staff, utilizing the in house travel agency
  • May also prepare expense reports/reimbursement requests for staff
  • Schedules meetings and appointments for staff, including coordinating and confirming attendance, arrangement of meeting location, equipment and supplies
  • Reads and routes incoming mail
  • Locates and attaches applicable file information or previous correspondence to facilitate prompt resolution
  • Prepares outgoing mail
  • Using knowledge of the department's procedures, prepares routine correspondence, documentation, forms, notices, or statistical reports
  • Maintains database information, such as mailing lists, vendors, etc. in applicable format. Maintains manuals, policy and procedure files, etc., in applicable format
  • Assists in research, testing, and/or implementation of revised policies and procedures
  • Files correspondence and other records
  • May coordinate transmission of information with other users/suppliers
  • Makes copies of correspondence and other printed matter
  • Ensures adequate office supplies. Processes purchase requests for additional office supplies as needed
  • May reconcile/coordinate reports with other departments as needed
  • High School Diploma required; Associates/Bachelor’s Degree preferred
  • Possess 3-5+ years of secretarial/administrative experience in a similar position within an insurance, financial or services company
  • Previous work experience at insurance/brokerage company preferred
  • Knowledge of general office administration. Strong skills in PowerPoint, Word, Excel and Internet research required
  • Excellent organization skills, strong attention to detail and the ability to multi-task. Ability to work overtime as needed
  • Ability to communicate effectively with others (written and oral) projecting a professional tone in verbal and written communication,
3

Ibd Financial Institution Group Administrative Assistant Resume Examples & Samples

  • Coordinates complex, senior-level internal/ external meetings and conference calls
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Strong knowledge of general business, corporate and government cultures
  • Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
  • Must be able to prioritize a variety of time-sensitive tasks
  • Team player with a positive attitude
4

Senior Administrative Assistant Financial Sponsorship Coverage Resume Examples & Samples

  • Compose and type complex correspondence (using Word); edit documents
  • Track progress and relevant information pertaining to engagements and be thoroughly knowledgeable of engagements
  • Coordinate travel, hotel accommodations and meetings
  • Set up and maintain various office files, logs, listings and manuals
  • Reads and routes incoming mail. Locates and attaches appropriate file to correspondence to be answered by employer
  • Greets clients, ascertains nature of business and routes visitors to employer or appropriate person
  • Schedule meetings, travel arrangements and maintain calendars accordingly
  • Screen telephone calls; message taking; coordinate conference calls
  • Maintain and update procedural manuals
  • Review and prepare expense reports
  • Makes copies of correspondence or other printed matter
5

Financial & Administrative Assistant Resume Examples & Samples

  • Bachelor’s Degree, or in lieu of degree, 5 years of related experience
  • Two years related experience
  • Excellent written and verbal communication, and interpersonal skills
  • Demonstrated organizational and time management skills
  • Able to take initiative, work independently and collaboratively
  • Proficient in Microsoft Office Suite including Excel
6

Financial Services Administrative Assistant Resume Examples & Samples

  • Markets the MEMBERS Financial Services program to both Credit Union employees and members by assisting with seminar preparation. This may include assembling seminar packets, making room arrangements, keeping lobby materials well supplied and current and coordinating mailings
  • Schedules appointments with members and MEMBERS Financial Services representatives
  • Provides administrative support for MEMBERS Financial Services program. This may include creating memos/correspondence, managing calendars, phone coverage, etc., as well as accurately maintaining member marketing lists
7

Financial Services Administrative Assistant Resume Examples & Samples

  • Responsible for incoming telephone calls from retirement plan participants and clients
  • Provides support to dedicated field representatives, and managers
  • Reads and routes incoming mail; includes processing of enrollment forms and other related documents
  • Organizes and maintains file system of correspondence and compliance records
  • May order and maintain supplies
  • Meet with participants to discuss their retirement plans as needed
  • May assist with participant group presentations on an as needed basis
  • HS Diploma or equivalent work experience
  • Three years previous support experience
  • Excellent customer service experience and the ability to manage multiple phone lines
  • Basic to intermediate level of Microsoft Office applications: including Word, Excel, Access and Outlook
  • Excellent multi-tasking and organizational skills
  • Strong listening skills
8

Financial Service / Administrative Assistant Resume Examples & Samples

  • Build and maintain trustworthy relationships with financial advisors, compliance, operations and a variety of custodians as well as external and internal clients
  • Prepares account applications, insurance applications, compliance requirements etc
  • Arranges meetings, ensuring all participants are contacted and confirmed, meeting rooms are prepared and services (e.g., catering, multi-media) are provided as needed
  • Works with team members to prepare for client meetings. Prepares documents, including correspondence, presentations, proposals, and reports
  • Conduct research, gathering data and monitor client account activity
  • Ensure accurate and updated information is maintained in our CRM System (Junxure); including phone calls, client actions/requests and meeting notes
  • Works with team to cross-train in administrative and technical functions as well as compliance rules. Assist Financial Advisors in following “best practices”
9

Financial Administrative Assistant Resume Examples & Samples

  • Associates degree strongly preferred
  • Excellent business application skills (e.g., Microsoft Office Suite, Systems, Applications, Products (SAP)
  • Excellent database skills
10

Financial & Administrative Assistant Resume Examples & Samples

  • Coordinate financial management activities partnering with the Senior Financial Manager and interacting with fiscal managers within ODOC and other departments
  • Assist with a broad range of financial tasks including preparing accounting journal entries, reporting financial information from PeopleSoft financial system and creating spreadsheets
  • Assist in drafting financial and personnel procedures
  • Coordinate division-wide employee-related tasks including vacation tracking, on-boarding of new employees and other employee-related tasks
  • Participate in division-wide initiatives and projects collaborating with staff members at all levels to plan and coordinate events
  • Assist with space planning activities
  • Perform other tasks as assigned
  • General administrative support experience
  • Ability to collaborate and share knowledge with others
  • Effective communication skills with demonstrated ability to compose clear, concise, and crisp communications to a variety of audiences
  • Demonstrated ability to take initiative and willingness to undertake both mundane and complex tasks
  • Ability to be timely and meet deadlines
  • High level of proficiency using desktop computing tools such as Outlook, Word, Excel, and PowerPoint
11

Administrative Assistant, Financial Services Resume Examples & Samples

  • General office admin/filing
  • The activation of replacement cards (InComm VTS)
  • Card to card transfer via web application (InComm CCA)
  • Letter mailing prep and sending – Microsoft Word
  • Data entry – Excel
  • Other general admin duties as required
  • Good attention to detail, basic financial acumen
  • Strong English language skills required; biligual French preferred
  • Basic computer, internet and MS Office skills
  • Ability to quickly learn on the job including proprietary software systems
  • Must successfully pass criminal background and consumer credit check
12

Financial Centre Administrative Assistant Resume Examples & Samples

  • Provide support for the recruiting function
  • Answer telephone and greet clients
  • Responsible for reporting payments & expense cheque routines
  • May manage financial centre Inventory system
  • Provide administrative support to the Financial Centre Director
13

Experienced Financial Administrative Assistant Resume Examples & Samples

  • Actively maintain the Firm’s core values HT3 and service standards
  • Maintain client confidentiality
  • Scan and electronically file legal and financial documents
  • Update data on various software programs
  • Verify and reconcile financial data including security transactions and basis information
  • Print and mail documents - preparing Fed Ex, UPS or USPS packages as needed
  • Prepare and transmit reports and forms to professionals, institutions and clients
  • Make travel arrangements and prepare expense reports
  • Answer phones
  • At least two years’ experience in an administrative role at a professional services organization is required. Prefer experience at a legal or financial firm
  • Excellent working knowledge of Microsoft Word and Excel, including tables and graphs
  • Proficiency in the use of Microsoft Outlook, Adobe and other software applications
  • Excellent spelling, organizational and analytical skills
  • Strong attitude of professionalism and teamwork
  • Resourceful, self-driven and ability to work with minimal supervision
  • Previous experience with investment account paperwork preferred
  • Experience in a paperless software preferred
14

Financial Administrative Assistant Resume Examples & Samples

  • 20% Data Entry into documents
  • 60% Receive and verify personal financial information for customers
  • 20% Miscellaneous administrative duties
  • 2-5 years of Administrative Experience
15

Financial Administrative Assistant Resume Examples & Samples

  • Entering accounts payable and processing payments
  • Processing payments for customer related payments
  • Processing expense reports
  • Assisting finance team as required
  • Various ad-hoc projects as required
16

Financial Administrative Assistant Resume Examples & Samples

  • Provides administrative support to our transportation group in the St. Louis Park, MN office performing a variety of tasks
  • Support PM with job set up, project monitoring, cost control, EACs, changes and reporting
  • Perform invoice preparation - review sub-consultant invoices for accuracy and consistency, assemble backup per client requirement
  • Respond to client inquiries and work to resolve client disallowances
  • Conducts or assists in the documentation of accounting projects. Prepare monthly reports for client
  • Displays knowledge and ability to apply standard techniques, procedures and criteria in carrying out a sequence of related accounting tasks
  • Have a firm understanding of billing requirements per the contract
  • Interact with internal & intra-office departments to resolve project specific discrepancies
  • Strong customer focus/excellent relationship with Project Managers and project team
  • Displays good interpersonal, verbal and written communication skills
  • Computer technology – assists with WebEx set up, multiple location meeting set up, conference call set up. (MAINTAINS CALENDAR)
  • Maintains and places office supply/vendor orders
  • Assist with incoming / outgoing mail, FedEx, UPS
  • Accomplishes administrative functions with the use of Word, Excel, Outlook, and PowerPoint
  • Performs basic administrative duties – Schedules meetings, assists with travel arrangements, assists with expense report preparation
  • Works closely with administrative assistants from all business lines to help with daily administrative responsibilities
  • Provides administrative support to professional/technical staff
  • 3 – 5 years of experience in similar office setting
  • Familiar with Salesforce
17

Administrative Assistant / Financial Analyst Resume Examples & Samples

  • Audits payroll and submits coding corrections to Program Management field offices
  • Reviews invoices for accuracy, coding and entry into corporate resource management system
  • Reviews all reports for accuracy, and codes with correct accounting information
  • Prepares back up documentation
  • Orders office supplies as required, ensures office automation equipment is in working order, maintains adequate supply of required forms and documents to support work site personnel
  • Ideal candidate is has experience working in a maintenance environment in the US Navy providing maintenance engineering support for surface ships and submarines
18

Financial Administrative Assistant Resume Examples & Samples

  • Work closely with the General Manager to ensure smooth operation of all finance matters
  • Matching invoices to statements and purchase orders to invoices
  • Input accounting data into the accounting system with speed and accuracy
  • Assist in the production of financial statements and applications, preparation of spreadsheets, reports and correspondence as required
  • Plan, organize and manage own workload to ensure your contribution to the company's monthly financial reporting process is achieved in a timely and accurate manner
  • Ensure swift payment of invoices
  • Collect and confirm accuracy of all charges and expenses for a file to be billed
  • Maintain customer billing matrix in the brokerage system
  • Order and maintain inventory of office supplies for the brokerage operation
  • Proactively identify and resolve brokerage billing related issues
  • Provide administrative support to the management staff
  • Plan, schedule and organize various meetings, conference calls, appointments including agenda preparation
  • Attend meetings as required, documentation & distribution of meeting minutes, etc
  • Monitor project(s) progress to insure compliance with deadlines
  • Handle sensitive and confidential information in a professional, mature, discreet and secure manner
  • Create and disseminate various communications & reports
  • Creates or Assists with the design and development of presentations
  • Answers and screens telephone calls & prepares incoming/outgoing mail and correspondence, including e-mail and faxes emails for manufacturing plant customers, as
  • Needed, and directs priority queries and issues to appropriate party for action
  • Greets scheduled visitors and guests, when needed
  • Effectively communicate with employees, customers, suppliers & others on behalf of site management
  • Scheduling and meeting with vendors to ensure competitive pricing is maintained
  • Minimum of a High School Diploma or General Education Degree (GED)
  • Minimum of 2 years’ experience as an Administrative Assistant
  • Minimum 1 year experience in Accounts Receivable/Accounts Payable
  • Basic understanding of accounting processes and procedures
  • College degree in related field is a plus
  • 2-3 years’ experience in accounting/bookkeeping/finance is a plus
  • Awareness of the provisions of the Data Protection Act and be able to apply these within the organization
  • Good communication and listening skills
  • Great organizational skills used in planning own work
  • Calm and professional disposition
  • Able to work in a busy office environment that often demands high levels of
  • Able to respond effectively to changing priorities
  • Able to manage high volume workload
  • Able to work effectively with minimal management guidance/supervision
  • Good analytical ability
  • Good problem solving ability
  • Proficiency in MS Office applications (Word, Excel, Outlook, PowerPoint)
  • English Language (reading, writing, verbal)
  • Basic Math and Strong analytical skill set
19

Financial Administrative Assistant Resume Examples & Samples

  • Contract analysis and account reconciliations
  • Transparency and disclosure requirements
  • Direct bill aged accruals
  • Unapplied cash
  • Account billing status
  • AR monitoring
  • Confirmation of compensation terms
  • Revenue allocations
  • Revenue shares
  • Initiative and sound judgment to make appropriate and timely decisions
  • Ability to understand and articulate the financial impact of business decisions
  • Proficient in Microsoft Office - advanced Excel user
  • Strong computer skills. Knowledge of Oracle financials, Hyperion Smartview, Hyperion Essbase, or similar software is preferred
20

Administrative Assistant, Financial Aid Resume Examples & Samples

  • Produce and format documents, including composition, editing, proofreading, and aggregation of data
  • Maintain appropriate supply inventory for the office
  • Compile information and organize it into relevant reports
  • Maintain filing systems and utilize basic word processing, database, and spreadsheet skills
  • Must have excellent written and verbal communication skills
  • Must possess excellent customer service skills
  • Must be highly organized, motivated and able to work on multiple tasks simultaneously
  • Must have strong professional integrity
  • Position requires the ability to problem solve, use good judgment, think critically, and communicate effectively
  • Basic research skills
  • Ability to learn and apply institutional policies and procedures
  • General Office Conditions
  • Must be able to sit at a computer for extended periods of time
  • Regular attendance is a necessary and essential function
21

Administrative Assistant, Financial Affairs Resume Examples & Samples

  • Handle daily administrative tasks as more fully detailed below
  • Assist in maintaining various company filing systems, databases, and reports using Word, Excel, and/or custom programs requiring a high attention to detail
  • Create and manage correspondence and written communication
  • Moderate phones and scheduling – facilitate appointments, maintain calendars, and contacts
  • Draft and type correspondence
  • Word process, fax, copy, scan, file and distribute documents while maintaining strict confidentiality
  • Monitor and log calls to central participant voicemail box and route as appropriate
  • Process expense reimbursements
  • Handle incoming / outgoing mail
  • Order supplies and process invoices
  • Interface with various internal departments
  • Additional ad hoc duties, including research and administrative projects, as assigned
22

Administrative Assistant, Financial Aid Resume Examples & Samples

  • High energy and desire to over-perform
  • Significant judgment to prioritize tasks, maintains confidentiality and work independently, able to get the job done professionally under any situation
  • Flawless execution of all tasks, with meticulous attention to detail, from the critical to the trivial, is essential
  • Ability to think and plan ahead, to prioritize multiple projects and get the job done well under time pressure
  • Ability to flourish in an fast-paced, dynamic, exceptionally demanding environment
  • Excellent writing skills and ability to draft letters and memos on behalf of department management
  • Bachelors Degree preferred, or equivalent work experience
  • 2+ years of experience in an administrative support role preferred
  • Experience booking domestic travel arrangements is helpful
  • Proficient use of Word, PowerPoint, MS Outlook, scheduling, and other document management and office tools
  • Experience maintaining a professional calendar, managing rapidly changing travel, coordinating appointments, and working successfully with diverse customers
  • Articulate and effective communication skills
23

Administrative Assistant for Financial Professional Resume Examples & Samples

  • Act as a liaison between the representative and their clients. The type of support is dictated by whether or not the incumbent is FINRA licensed
  • As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative
  • Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages
  • Maintain representative’s file organization