Financial Admin Assistant Job Description

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A Financial Administrative Assistant, also known as a Finance Admin Assistant, is a valuable support role within the finance department of an organization. They are responsible for providing administrative assistance to financial professionals and ensuring the smooth functioning of financial operations. Financial Admin Assistants are detail-oriented, organized, and possess a basic understanding of finance principles.

One of the key responsibilities of a Financial Admin Assistant is to assist in financial record-keeping. They process financial documents such as invoices, receipts, and expense reports, accurately recording and categorizing them in the accounting system. Their attention to detail is crucial in maintaining accurate and up-to-date financial data.

Financial Admin Assistants also play a significant role in managing accounts payable and receivable functions. They track payments, follow up on outstanding invoices, and ensure that vendors and customers receive timely and accurate information.


Financial Admin Assistants support the preparation of financial reports and statements. They gather financial data and assist in generating reports that provide insights into the organization’s financial performance.

In addition to financial tasks, Financial Admin Assistants may handle general administrative duties within the finance department. They may schedule meetings, coordinate with other departments, and respond to inquiries related to financial matters.

Financial Admin Assistants are crucial contributors to the finance team, providing essential administrative support that enables financial professionals to focus on strategic financial planning and decision-making. Their organizational skills and attention to detail ensure that financial operations run efficiently and accurately, making them indispensable members of the finance department.

Financial Admin Assistants Job Description Template

Job Title: Financial Administrative Assistant

Company Overview:

[Company Name] is a reputable [industry/sector] company dedicated to delivering high-quality products/services to our valued customers. We are currently seeking a detail-oriented and organized Financial Administrative Assistant to join our finance team. As a Financial Admin Assistant, you will play a vital role in providing administrative support for various financial tasks and ensuring accurate financial record-keeping.

Job Summary:

The Financial Administrative Assistant will be responsible for processing financial documents, managing accounts payable and receivable, and providing administrative assistance to financial professionals. This role requires strong attention to detail, organizational skills, and a basic understanding of finance principles.


  • Process financial documents, including invoices, receipts, and expense reports.
  • Accurately record and categorize financial transactions in the accounting system.
  • Manage accounts payable and accounts receivable functions, tracking payments and following up on outstanding invoices.
  • Assist in the preparation of financial reports and statements.
  • Support financial professionals with general administrative tasks.
  • Schedule meetings and coordinate with other departments for financial matters.
  • Respond to inquiries related to financial operations and provide necessary information.
  • Maintain accurate and organized financial records and documentation.
  • Collaborate with the finance team to provide administrative support for various financial tasks.
  • Contribute to the efficiency and accuracy of financial operations.


  • High school diploma or equivalent. Associate’s or bachelor’s degree in Finance, Accounting, or a related field is preferred.
  • [X] years of experience in administrative roles, preferably in finance or accounting.
  • Proficiency in Microsoft Office applications, especially Excel.
  • Strong attention to detail and accuracy in financial record-keeping.
  • Excellent organizational and time management skills.
  • Effective communication and interpersonal skills, with the ability to work well in a team environment.
  • Basic knowledge of finance principles and accounting concepts.
  • Ability to handle confidential information with discretion.
  • Ability to work well both independently and collaboratively in a fast-paced environment.


  • [List some of the company’s benefits, such as health insurance, retirement plans, professional development opportunities, etc.].

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and qualifications to [contact email or application portal]. Please indicate “Financial Administrative Assistant Application” in the subject line. We look forward to reviewing your application and will contact shortlisted candidates for further evaluation.

[Company Name] is an equal opportunity employer and values diversity in its workforce.

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