Financial Administrative Assistant Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the financial administrative assistant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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N Jacobs

Nelda

Jacobs

1088 Rosenbaum Spring

Los Angeles

+1 (555) 927 5531

1088 Rosenbaum Spring

Los Angeles

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

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

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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

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,

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

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

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

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

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

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”

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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