Finance Administrator

• Provide general administrative support, including answering phones, managing calendars, coordinating meetings, and greeting visitors
• Prepare, proofread, and distribute correspondence, reports, and presentations for financial teams and executives
• Maintain both paper and electronic filing systems, ensuring financial documents and client records are organized and secure
• Assist with travel arrangements, expense report preparation, and invoice processing
• Order office supplies, coordinate with vendors, and manage office equipment maintenance
• Support the coordination of team and client meetings, including agenda preparation and follow-up
• Enter and track data for department projects and assist with basic bookkeeping or finance tracking tasks
• Maintain confidentiality when handling sensitive client and company information
• Collaborate with colleagues across departments for project support and process improvements

• High school diploma or equivalent required
• associate’s or bachelor’s degree preferred
• 2+ years of administrative support experience, ideally within the finance or professional services sector
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Strong organizational skills, with the ability to manage multiple tasks and deadlines
• Excellent written and verbal communication abilities
• High attention to detail and a commitment to professionalism and confidentiality

familiarity with financial software is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training