Job Description
Job Description
We are looking for a detail-oriented Finance Office Assistant to join our team in Palm Beach Gardens, Florida. This Contract to permanent position offers an excellent opportunity to contribute to administrative tasks in a dynamic environment while gaining valuable experience in the financial services sector. The role requires strong organizational skills and the ability to manage various data-driven activities effectively.
Responsibilities:
• Assist with a designated special project under the guidance of management.
• Perform data entry tasks using Microsoft Excel to ensure accuracy and reliability.
• Monitor financial transactions to confirm funds are allocated correctly.
• Generate and review daily and weekly reports for accuracy and compliance.
• Provide administrative support to streamline office operations.
• Handle inbound calls professionally and ensure inquiries are addressed promptly.
• Utilize CRM tools to maintain accurate client and transaction records.
• Support buying processes and cash activity tracking.
• Collaborate with team members to ensure smooth workflow and task execution.
• Proficiency in Microsoft Excel and data processing tools.
• Familiarity with CRM systems for managing client and transaction information.
• Strong administrative skills with previous office experience.
• Ability to monitor account transactions and ensure accuracy.
• Effective communication skills for handling inbound calls.
• Detail-oriented approach to managing financial and operational data.
• Interest in gaining experience within the financial services industry.
• Capability to multitask and prioritize responsibilities in a fast-paced environment.