Assistant Financial Consultant Jobs

Demonstrable Experience And Other Qualifications Include

Help with financial data entry, accounting, and general bookkeeping.

Associate's or Bachelor's degree in accounting, business administration, finance or related field preferred

Experience working with spreadsheet software.

Prepare receipts, vouchers, invoices, etc.

Assist in preparation of financial statements and reports.

Education background and/or employment experience in bookkeeping procedures.

Responsible for applying for social security benefits, GRH etc. when becoming a representative payee for a new admission

Has knowledge of state and county policies and regulations on billing procedures

Other jobs as assigned QUALIFICATIONS:

Experience with computer systems preferred.

Responsible for claims submission, claim resolution and follow-up activities

Self-motivated and resourceful with excellent time management and organizational skills

At least 4+ years of experience in similar roles

Strong experience in billing and accounts payable

Proficient in Excel, with preferred experience with Salesforce

Proven experience working with NetSuite or similar platforms

Detail-oriented with excellent follow-through skills

The Southwestern Pennsylvania Synod, ELCA—a nonprofit 501(c) 3 organization—is seeking a candidate to perform general accounting/bookkeeping responsibilities.

•Basic knowledge of fund accounting (restricted funds etc.)

•General understanding of basic accounting

Support CFO, Finance Director and other team (mainly HR, Legal, BD) on ad-hoc tasks.

Collect and distribute all the letters arrived in office.

Handle all the office related expenditure, mainly rental fee.

Supervise the overall asset maintenance in US.

Collect and review the reimbursement or vendor payment request for US entity.

Issue cheque and support cashier on the payments which have to be paid by cheque.

6. Complete other audit work assigned by the audit department manager and audit supervisor.

1. Bachelor degree or above, CPA qualification is preferred

2. More than half a year of work experience is preferred

DTLA hiring for a Financial Assistant

1. Assist the audit supervisor to carry out the internal audit work of the group company system;

2 Assist the audit supervisor in the specific implementation of the internal audit project,

Experience, Education And Specialized Knowledge And Skills

1+ years of experience working with all levels of management in a customer service capacity.

3+ years of customer and client management experience.

Experience working with all levels of management and consulting with key business stakeholders. An ability to influence for greater outcomes.

Reception and Office/Facility Management (60%):

Manage office supplies: ordering and inventory.

Excellent organizational and time management skills

Preparing reports for the Registry Finance Manager

Take the initiative to build the skills and knowledge needed to do their job effectively; and

Collaborate with the Registry Finance team to support the financial needs of the organization

Contribute to process improvements to enhance efficiency and accuracy within the finance department

Associate’s or Bachelor's degree in Accounting, Finance, or a related field is preferred

5. A technical secondary school degree or above in finance, holding an accounting qualification certificate.

1. Review financial documents, organize files, and manage invoices.

3. Control daily expenses and manage fixed assets.

1. Chinese is preferred, more than two years working experience as an accounting assistant,

4. Have good communication skills, adapt to teamwork, and be able to withstand greater pressure;

2. Assist in reviewing accounting vouchers, checking and adjusting accounts, and budget analysis.

One to two years' of experience working in a financial operations and data management capacity or similar role

Interested in investment management, with curiosity at the intersection of finance, data analysis, and technology

Obtained a bachelor's degree in a discipline in which financial management / data-manipulation is an area of focus

Addepar experience is a plus, but not required, and we encourage applicants without Addepar experience

Ensure accurate processing and tagging of upstream data

Regularly review, and together with the team, perform quality checks on the data entering in our reporting software

Manage at risk/abandoned property accounts, negative balance accounts, RMD’s and accounts missing information for updates and corrections.

Minimum 3 years’ experience in customer service preferred

Strong communicator and interpersonal skills

Input financial information and meeting notes in financial planning software.

Maintain an active awareness and understanding of rules and regulations that affect the investment and insurance business.

Accompany Financial Consultants and Senior Financial Advisors on client meetings.