Financial Operations Assistant
3 weeks ago
Work with a Dynamic Team
At Connect Search, LLC, we value teamwork and collaboration. Our team of experts works closely with clients to understand their needs and provide tailored recruitment services. As a Financial Advisor Assistant, you will have the opportunity to work with a dynamic team and develop valuable skills in financial services.
Job Summary
The successful candidate will provide administrative support to upper management, prepare and process financial documents, and maintain accurate records. This role requires strong organizational and communication skills, as well as the ability to work independently and as part of a team.
Responsibilities
- Prepare and process financial documents, including invoices and expense reports.
- Develop and implement efficient procedures to improve workflow and productivity.
- Provide excellent customer service to clients and internal stakeholders.
- Maintain physical and electronic filing systems to ensure accurate record-keeping.
- Assist senior executives with report preparation and presentations.
Qualifications
- Prior experience in a similar administrative or financial role.
- Proficient in Microsoft Office Suite, particularly Excel and Word.
- Demonstrated ability to obtain and maintain confidentiality and discretion.
Salary and Benefits
This role offers a competitive salary of $50,000 - $70,000 per year, plus bonus opportunities. The company also provides great benefits and a team-oriented company culture.
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