Finance Administrative Assistant

At least 2 years of administrative or executive support experience. Strong skills in QuickBooks Online Strong skills in Google Workspace Strong skills in Microsoft Office Excellent communication abilities Excellent organizational abilities Detail-oriented Strong time management skills Strong multitasking skills Experience in financial tracking, reporting, and scheduling coordination. Familiarity with CRM systems (plus) Familiarity with project management tools (Asana, ClickUp, Notion) (plus)

Review upcoming schedules and provide a morning overview. Manage calendars, confirm or adjust meetings, send reminders, and protect focus time. Triage inboxes, flag urgent items, draft responses, and organize emails. Enter daily transactions and receipts in QuickBooks Online and reconcile accounts. Maintain task dashboards and send end-of-day summaries. Prepare a one-page financial summary. Reconcile bank and credit card accounts. Organize and update files and shared folders. Update CRM/contact lists and set reminders. Create briefing notes for meetings and draft talking points. Support ongoing projects through checklist maintenance and basic research. Generate financial dashboards and charts for reporting. Identify financial trends or anomalies. Compile project updates into high-level summaries. Conduct monthly file and system audits. Track professional milestones and maintain documentation.