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Finance Office Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Palm Beach Gardens

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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 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.

Job Responsibility:

  • 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

Requirements:

  • 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
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 06, 2026

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