CrawlJobs Logo

Financial Administrative Assistant

United States, Florence · Job Posted May 04, 2026
Apply Position
Job Link Share

Job Description

We are looking for a Financial Administrative Assistant to support daily operations in Florence, Kentucky. This position blends administrative coordination with financial documentation, client support, and record management in a services environment. The ideal candidate is highly organized, communicates effectively, and can manage confidential information with care while keeping multiple priorities on track.

Job Responsibility

  • Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities
  • Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy
  • Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards
  • Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration
  • Process invoices, monitor expenses, and help reconcile basic financial records to support office and client-related transactions
  • Arrange meetings, manage calendars, and coordinate travel logistics to keep schedules running efficiently
  • Use firm-approved financial platforms and internal systems to track documentation, client activity, and required administrative records
  • Handle sensitive client and financial information with discretion while supporting compliance and confidentiality expectations

Requirements

  • At least 2 years of experience in administrative support, financial operations, banking, investment services, or a similar detail-focused setting
  • Strong organizational skills with careful attention to detail and the ability to maintain accurate records
  • Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
  • Ability to work with confidential financial and client information in a detail-focused and discreet manner
  • Clear written and verbal communication skills for interacting with clients, internal teams, and leadership
  • Ability to manage competing priorities, stay organized under deadlines, and follow through on multiple assignments

Nice to have

Experience supporting onboarding, HR administration, accounting-related tasks, or customer service functions

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Financial Administrative Assistant

8 matching positions

Senior Administrative Assistant (Administrative Support Assistant III) - Financial Services Sales

Capital One is looking for an exceptionally bright, multitasking, and self-motiv...
Location
Location
United States , Plano
Salary
Salary:
73500.00 - 83900.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 2 years of Administrative experience
  • At least 2 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) or Google Suite
Job Responsibility
Job Responsibility
  • Managing daily calendars for multiple executives, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes
  • Arrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferences
  • Coordinate travel arrangements and create expense reports in a timely manner using Capital One systems
  • Drive key team activities and events (such as all-hands meeting, team meetings, conferences, ordering supplies and social events)
  • Prepare professional business communication documents including memos, letters, and emails
  • Build and maintain good business relationships with executives and administrative staff across the organizations
  • Participation in general administrative duties (copying), distributing mail, ad-hoc projects, committees and/or group events
  • Promote a fun and team-oriented work environment
  • Fulltime
Read More
Arrow Right

Financial Services Administrative Assistant

This Administrative Assistant role is integral to ensuring smooth daily operatio...
Location
Location
United States , Amherst
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors Degree is preferred
  • 3+ years of administrative experience, preferably in the financial sector
  • Demonstrated reliability and a strong work ethic, with the ability to meet deadlines consistently
  • Outstanding organizational skills and the capacity to manage multiple tasks effectively
  • Proven ability to prioritize tasks and remain calm when managing shifting priorities
  • Proficiency in Microsoft Office tools, with a strong focus on Word, Excel, and Outlook
  • mail merge experience is a plus
  • Familiarity with DocuSign and general knowledge of the financial industry are highly desirable
  • Ability to maintain strict confidentiality regarding client and firm information
Job Responsibility
Job Responsibility
  • Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions
  • Greet clients courteously and prepare conference rooms for meetings
  • Manage and update team and support staff calendars to ensure seamless scheduling
  • Handle incoming and outgoing mail, including notifications to the appropriate team members
  • Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements
  • Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications
  • Facilitate client check deposits and prepare meeting folders with necessary documentation
  • Download daily financial transactions from mutual fund custodians and handle related reporting tasks
  • Draft and track charity donation letters, ensuring copies are sent to clients and recipients
  • Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Financial Services Administrative Assistant / Receptionist

We are seeking a polished and detail‑oriented Administrative Assistant/Reception...
Location
Location
United States , Lancaster
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous administrative or receptionist experience (financial services experience preferred)
  • Strong communication and customer-service skills
  • Proficiency in Microsoft Office
  • ability to learn internal systems, salesforce a plus
  • Detail-oriented with strong organization and follow-through
  • Ability to multitask in a professional, client-facing environment
Job Responsibility
Job Responsibility
  • Greet clients and visitors
  • manage front desk operations with a professional and welcoming demeanor
  • Answer and route incoming calls
  • handle general inquiries
  • Manage calendars, schedule meetings, and support office workflow
  • Prepare client documents, correspondence, and meeting materials
  • Maintain organized records and assist with data entry and file management
  • Support financial advisors and office staff with administrative tasks
  • Coordinate mail, scanning, supplies, and office logistics
  • Ensure confidentiality of client and company information at all times
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Services Administrative Assistant

Robert Half is seeking a detail-oriented and motivated Financial Services Admini...
Location
Location
United States , Rock Island
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong attention to detail, accuracy, and the ability to work efficiently with regulatory deadlines
  • Enjoys dedicated, steady data entry—up to 50 applications daily, with no downtime
  • Fast learner who is comfortable working with new technologies and systems
  • Exceptional organizational and prioritization skills
  • able to shift focus as needs change
  • Excellent communicator who thrives in a team-oriented, collaborative workplace
Job Responsibility
Job Responsibility
  • Accurately input new accounts and maintain client information across multiple internal systems
  • Scan, organize, and upload documents to a digital management platform
  • Assist with communications, manage returned mail, and participate in data clean-up and special projects
  • Prioritize workload and adapt quickly to shifting business needs—this role is high volume, so there’s never a dull moment
  • Support other team members and take on additional responsibilities as your knowledge grows
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Executive Assistant / Administrative Assistant

Robert Half is looking for an Executive Assistant / Administrative Assistant to ...
Location
Location
United States , Lexington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in executive support, administrative coordination, or office management in a detail-oriented environment
  • Strong calendar management skills with the ability to handle changing priorities and multiple schedules
  • Background in arranging travel and supporting executive meetings with strong attention to detail
  • Comfort working with financial administrative tasks, including deposits, invoices, and check processing
  • Proficiency with standard office software and ability to manage records, correspondence, and reports accurately
  • Strong written and verbal communication skills with a detail-oriented and service-oriented approach
  • Ability to maintain confidentiality, stay organized, and manage multiple responsibilities effectively
Job Responsibility
Job Responsibility
  • Manage calendars, schedule appointments, and coordinate meetings to ensure leadership priorities are organized and well supported
  • Arrange travel plans, prepare itineraries, and handle related logistics for executives and other approved staff as needed
  • Process financial transactions such as check, cash, and online deposits with accuracy and timely documentation
  • Review invoices, prepare checks for payment, and assist with routine financial recordkeeping and correspondence
  • Support online giving administration, event payment tracking, and preparation of assessment-related letters or notices
  • Maintain office files, draft correspondence, and respond to administrative requests in a timely and thorough manner
  • Assist with meeting preparation by organizing materials, confirming details, and helping leadership stay informed of upcoming commitments
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Assistant Town Accountant Highway Administrative Assistant

The town of Dudley seeks a qualified, detail-oriented candidate to serve as a fu...
Location
Location
United States , Dudley
Salary
Salary:
24.04 - 30.45 USD / Hour
mma.org Logo
Massachusetts Municipal Association
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate degree or equivalent
  • Five to seven years of relevant experience
  • Municipal experience and knowledge of GAAP, GASB, and Massachusetts General Laws are strongly preferred
  • Strong organizational and communication skills are essential
Job Responsibility
Job Responsibility
  • Provides administrative and financial support to the Town Accountant and Highway department
  • Performs a wide range of financial duties, including processing accounts payable and payroll, reconciling financial data, maintaining vendor records, and supporting budget and year-end processes
  • Supports Highway Department operations by managing communications, coordinating schedules, maintaining records, and serving as a liaison with vendors and the public
What we offer
What we offer
  • Benefit-eligible
  • Fulltime
Read More
Arrow Right
New

Executive Assistant - Financial Services (Sales)

Capital One is looking for a detail oriented, innovative, and confident experien...
Location
Location
United States , Plano
Salary
Salary:
86000.00 - 98200.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma, GED or equivalent certification
  • At least 3 years of Administrative experience
  • At least 3 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) or Google Suite
Job Responsibility
Job Responsibility
  • Provide an exceptional standard of support for the executive by serving as not only a gatekeeper, but additionally as the central point of contact
  • Manage daily calendars, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes
  • Arrange meetings and team events by creating and sending invitations as directed
  • in addition to reserving meeting rooms, organizing for catering, audio/video, and other essential services as needed
  • Answer incoming calls and provide support as required by taking detailed messages that allow the executive to respond effectively
  • Organize travel arrangements and create expense reports for the executive using Capital One systems
  • Serve as a role model for all other administrative professionals by mentoring others and maintaining the highest levels of customer service externally and internally across the entire organization
  • Manage multiple projects, taking on new responsibilities, autonomously provide solutions and assistance, and handle novel issues
What we offer
What we offer
  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Comprehensive, competitive, and inclusive set of health, financial and other benefits
  • Fulltime
Read More
Arrow Right
New

Administrative assistant 1

Join a leading global technology company that is at the forefront of innovation,...
Location
Location
United States , Redmond
Salary
Salary:
25.00 - 29.00 USD / Hour
aquent.com Logo
Aquent
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 18 months of relevant professional administrative experience
  • Proven ability to manage complex calendaring, especially for senior-level executives
  • Demonstrated proactiveness and the ability to anticipate needs without explicit instruction
  • Exceptional attention to detail and organizational skills
  • Strong written and verbal communication skills, with a track record of effectively communicating with diverse stakeholders and drafting professional correspondence
  • Ability to thrive and operate effectively in a fast-paced, dynamic work environment.
Job Responsibility
Job Responsibility
  • Performing a variety of complex administrative functions for individual managers and groups
  • Managing intricate schedules and calendars, particularly for senior-level executives
  • Coordinating travel arrangements
  • Organizing and executing meetings, events, and team logistics
  • Assisting with departmental financial and personnel operations
  • Facilitating the onboarding and offboarding of team members
  • Managing procurement of hardware and peripherals
  • Successfully completing special projects as assigned.
What we offer
What we offer
  • Subsidized health, vision, and dental plans
  • Paid sick leave
  • Retirement plans with a match
  • Free online training through Aquent Gymnasium.
  • Fulltime
Read More
Arrow Right