Finance & Client Support Coordinator

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Requirements:

• Minimum of 2 years in an executive support role with a strong focus on finance, accounting, or a related field.
• Strong understanding of finance and accounting principles, with experience in budgeting, financial reporting, and analysis.
• Proven ability to manage client relationships, demonstrating a high level of professionalism, communication, and client service.
• Experience with accounting software (e.g., QuickBooks, Excel), financial reporting tools, and other related platforms.
• Exceptional written and verbal communication skills, with the ability to clearly convey financial information to both technical and non-technical stakeholders.
• Strong attention to detail, excellent time management skills, and the ability to handle multiple priorities effectively in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), Google Workspace, and other productivity tools.
• High degree of professionalism, confidentiality, and trustworthiness when handling sensitive financial and client information.
• Ability to work independently, take initiative, and prioritize tasks to meet deadlines.

Responsibilities:

• Provide high-level administrative assistance to executives, including managing complex calendars, scheduling meetings, and coordinating travel arrangements.
• Assist with financial reporting, budgeting, forecasting, and other accounting functions.
• Act as a primary point of contact for clients, ensuring smooth communication and strong relationship-building.
• Organize and maintain financial records, ensuring they are easily accessible and up-to-date.
• Assist with the coordination of finance-related projects, ensuring all deadlines, deliverables, and resources are managed effectively.
• Identify opportunities for enhancing financial processes, ensuring accuracy and operational efficiency.
• Conduct research and financial analysis to support business decisions, helping executives understand market trends, financial risks, and opportunities.
• Draft and respond to emails, memos, and other correspondence on behalf of executives and clients, ensuring clarity and professionalism in all communications.
• Handle sensitive financial and client information with the highest degree of confidentiality, ensuring compliance with applicable regulations and firm policies.