Finance Coordinator

If you enjoy accounting and administrative duties, then this amazing opportunity is for you!

A fast growing Wealth Management firm is looking for a knowledgeable Finance Coordinator to join their great team.

In this role, you will be helping to execute general accounting and administrative duties.

General Areas of Responsibility:

• Accounting and Administrative Experience
• Process vendor payments
• Process monthly billing
• Monitor accounts receivable and identify issues
• Assist with new project setup and budgeting.
• Enter various types of expenses, vendor invoices, and consultant invoices
• Answering phones and greeting clients in a professional manner
• Update all workloads, director’s and owner’s report in Access
• Assist with Project Coordinating and Administrative duties

Skills and Qualifications

• Knowledge of standard business accounting principles
• Exceptional knowledge in Excel
• Proficient with Microsoft Office, QuickBooks and Access systems
• Attention to detail and accuracy is essential
• Superb written and verbal communication skills
• High school diploma or equivalent