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Finance Assistant

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Robert Half

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Location:
United States , Park La Brea, CA

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a detail-oriented Finance Assistant for a long-term contract role. This position offers an opportunity to work closely with customers, stakeholders and internal departments to ensure accurate administration of personal finance details. The ideal candidate will demonstrate strong organizational skills, a detail-oriented approach, and a solid understanding of basic math and economics.

Job Responsibility:

  • Conduct meetings with customers to review financial data
  • Set up and verify electronic funds transfers for monthly benefit payments
  • Analyze annual reports to determine investment portfolio
  • Collaborate with departments to coordinate deductions for medical premiums and other adjustments impacting benefits
  • Investigate and resolve issues related to lost checks and rejected fund transfers
  • Organize documentation for scanning and maintain accurate recordkeeping
  • Review and reconcile 1099-R reports to ensure compliance and accuracy

Requirements:

  • Excellent communication skills, both written and verbal, with a detail-oriented approach
  • Ability to manage multiple tasks while maintaining accuracy and attention to detail
  • Solid analytical and problem-solving skills with the capacity to work independently
  • Proficiency in mathematics, enabling accurate calculations and financial assessments
  • Highly organized team player with a focus on collaboration and follow-through
  • Bachelor’s degree and 1-3 years of experience in financial services, or similar industry
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 26, 2026

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