About This Role
Working as a Financial Services Assistant, you will support daily financial operations and administrative activities. The role involves maintaining accurate financial records, assisting with transaction processing, preparing reports, and responding to client inquiries. This position suits a detail-oriented and organized candidate with strong analytical and organizational skills, who communicates professionally and understands the importance of accuracy, confidentiality, and established procedures when handling financial information.
Responsibilities
- Assist with processing financial transactions, including deposits, withdrawals, and transfers, in accordance with authorized procedures
- Maintain accurate account records, review transaction details, and assist with account reconciliations
- Help prepare financial summaries, account balance reports, and other operational documents
- Respond to routine client inquiries regarding account documentation, transaction updates, and general service information
- Support client onboarding by collecting, reviewing, and organizing required documentation in accordance with applicable procedures
- Handle sensitive financial and personal information responsibly and follow company privacy and data security policies
- Follow internal controls and applicable procedures for financial documentation, transaction processing, and record retention
- Assist with identifying record discrepancies and improving administrative workflows
- Work with colleagues to ensure financial records and client requests are handled accurately and efficiently
Requirements
- Knowledge of basic accounting principles, financial records, and reconciliation procedures
- Strong attention to detail and the ability to identify inconsistencies in data
- Good written and verbal communication skills
- Proficiency in Microsoft Excel and familiarity with accounting software, customer relationship management systems, or financial databases
- Ability to organize information, prioritize tasks, and meet established deadlines
- Professional approach to handling confidential information
- Willingness to learn internal procedures and applicable financial compliance requirements
Nice to have:
- Familiarity with financial services or investment-related terminology
- Previous experience in financial administration, accounting support, banking operations, customer service, or a related office environment
- Transferable administrative and analytical skills
Benefits
- Dental care
- Flexible schedule
- On-site parking
Important Details