A Financial Administrative Assistant works alongside Financial Administrator or Executive and performs a wide range of administrative, clerical, and finance tasks. While actual duties vary based on the requirements, the following are certain core tasks seen on the Financial Administrative Assistant Resume – performing basic financial analysis; preparing documents; updating records, implementing policies; assisting new employees; managing accounts receivables and payable; preparing budgets; keeping records of tax payments, and invoices; identifying and addressing account discrepancies, and participating in the payroll process.
Those seeking to work in this field should be able to demonstrate on the resume the following skills – finance knowledge, attention to details; computer literacy; analysis abilities; hands-on experience with accounting software; and a good understanding of bookkeeping procedures. A Degree in finance or an economy-related domain is commonly seen on eligible resumes.
Objective : Dedicated professional with over 2 years of experience in financial administration and support. Proven ability to streamline operations, manage documentation, and enhance organizational efficiency. Committed to delivering accurate financial reporting and fostering positive relationships with clients and team members.
Managed daily financial transactions and maintained accurate records for budgeting purposes.
Submitted customer applications to lending institutions, ensuring compliance with regulatory standards.
Assisted in preparing financial reports and presentations for management review.
Processed invoices and expense reports, ensuring timely payments and compliance.
Performed final reviews of all new and used car contracts, ensuring compliance with company policies.
Coordinated with multiple departments to ensure seamless financial operations.
Assisted in the development of financial reports for management review.
Experience
0-2 Years
Level
Entry Level
Education
A.S.
Junior Financial Administrative Assistant Resume
Objective : Enthusiastic financial administrative assistant with 5 years of experience in managing financial operations and enhancing office efficiency. Adept at processing invoices, maintaining records, and supporting financial reporting. Eager to contribute strong organizational skills and attention to detail in a dynamic financial environment.
Prepared and distributed invoices, ensuring timely billing for services rendered.
Drafted and typed office memos to facilitate clear communication across departments.
Managed payroll functions, including processing and submitting payroll accurately and on time.
Utilized database management systems for efficient record-keeping and reporting.
Maintained financial records, ensuring accuracy in collections and disbursements.
Created and maintained electronic filing systems for improved documentation access.
Assisted in financial reconciliations to ensure account accuracy.
Experience
2-5 Years
Level
Junior
Education
A.S. Accounting
Financial Administrative Assistant Resume
Headline : Accomplished Financial Administrative Assistant with 7 years of experience in optimizing financial processes and managing comprehensive administrative tasks. Expert in maintaining financial records, processing transactions, and supporting budgeting efforts. Driven to enhance operational efficiency while ensuring accuracy and compliance in all financial dealings.
Supported the finance team in month-end and year-end closing processes.
Managed filing systems, ensuring accurate record-keeping and easy retrieval of documents.
Tracked materials and maintained logs to oversee documentation flow.
Executed data entry tasks with attention to detail, ensuring accuracy in information management.
Supported financial reporting by preparing necessary documentation and records.
Assisted in the organization of financial data to optimize workflow and efficiency.
Answered inquiries related to records and provided excellent customer service.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Senior Financial Administrative Assistant Resume
Summary : Seasoned financial administrative professional with a decade of experience in optimizing financial processes and enhancing operational efficiency. Skilled in managing complex documentation, preparing financial reports, and fostering collaboration across teams. Committed to delivering precise financial insights and supporting strategic decision-making.
Skills : Communication Skills, Problem Solving And Resolution, Problem Solving, Payroll Administration, Bank Reconciliation, Financial Analysis
Description :
Executed financial transactions, including money movements and trades, ensuring compliance with company policies.
Managed incoming calls, providing accurate information and directing inquiries to appropriate personnel.
Operated and maintained office equipment, coordinating repairs to minimize downtime.
Completed and processed forms in alignment with organizational procedures.
Welcomed visitors and addressed their inquiries, ensuring a positive experience.
Duplicated and filed correspondence, maintaining organized records.
Attached relevant files to incoming correspondence, ensuring timely responses.
Experience
7-10 Years
Level
Senior
Education
B.S. Finance
Financial Administrative Assistant Resume
Summary : Proficient Financial Administrative Assistant with 10 years of experience in managing financial operations and streamlining processes. Expertise in accounts payable, payroll, and financial reporting. Adept at enhancing organizational efficiency and ensuring compliance, while building strong relationships with clients and stakeholders.
Provided comprehensive administrative support to the owner and financial advisor, managing calendars and scheduling meetings efficiently.
Coordinated workflow for client meetings by creating agendas, researching past notes, and verifying financial information.
Prepared detailed client financial plans using advanced financial planning software.
Entered and assessed financial data into planning programs, ensuring accuracy and compliance.
Evaluated financial outcomes and provided actionable recommendations for clients to achieve their financial goals.
Communicated effectively with the home office to resolve outstanding issues and special requests.
Documented all client interactions and issues in the client management database for future reference.
Experience
7-10 Years
Level
Management
Education
B.S. Accounting
Financial Office Assistant Resume
Objective : Resourceful Financial Office Assistant with 5 years of experience in managing financial documentation and operations. Expertise in processing invoices, reconciling accounts, and supporting financial reporting. Committed to enhancing office efficiency and ensuring accuracy in all financial transactions while fostering collaborative relationships within teams.
Generated and submitted monthly, quarterly, and annual financial reports for various departments.
Provided administrative support to the finance department as needed.
Processed accounts payable and maintained vendor files, ensuring timely payments.
Updated internal and external websites to reflect current financial information.
Reconciled sales tax payable and submitted reports to state authorities.
Documented meeting minutes and managed office supply orders efficiently.
Resolved discrepancies in correspondent bank accounts and responded to levies and garnishments.
Experience
2-5 Years
Level
Freelancer
Education
B.S. Accounting
Financial Administrative Assistant Resume
Summary : Dynamic Financial Administrative Assistant with 10 years of experience in enhancing financial operations and administrative workflows. Proven expertise in managing financial records, processing transactions, and supporting budgeting initiatives. Passionate about leveraging analytical skills to drive efficiency and accuracy while fostering collaborative relationships with clients and colleagues.
Skills : Financial Forecasting, Invoice Processing And Management, Regulatory Compliance, Research Skills, Attention To Detail, Microsoft Excel
Description :
Maintained and updated financial records, ensuring accuracy and compliance with regulations.
Processed and submitted paper and electronic claims to insurance companies, optimizing reimbursement cycles.
Conducted audits of patient accounts, resolving discrepancies and ensuring timely billing.
Collaborated with healthcare providers to correct rejected claims, minimizing payment delays.
Obtained necessary authorizations for medication reimbursements, enhancing cash flow.
Analyzed insurance payments and adjusted patient accounts as required, ensuring financial accuracy.
Communicated effectively with insurance representatives to resolve claim issues and discrepancies.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Lead Financial Administrative Assistant Resume
Summary : Accomplished Lead Financial Administrative Assistant with a decade of expertise in optimizing financial operations and enhancing administrative efficiency. Proven track record in managing financial records, processing transactions, and supporting strategic budgeting initiatives. Passionate about delivering precise financial insights while fostering collaboration among teams and clients.
Skills : Data Entry, Accounts Payable, Scheduling And Coordination, Quickbooks Proficiency, Accounts Receivable, Budget Management
Description :
Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
Conducted comprehensive financial analysis to support strategic decision-making and budgeting efforts.
Utilized QuickBooks for financial reporting and reconciliation, enhancing reporting accuracy.
Oversaw compliance with financial regulations and internal policies, mitigating risk.
Organized financial documentation and maintained accurate records for audits.
Collaborated with cross-functional teams to streamline operational processes and improve efficiency.
Trained and mentored junior staff members, fostering a culture of continuous improvement.
Experience
7-10 Years
Level
Management
Education
B.S. in Bus. Admin.
Financial Administrative Assistant Resume
Headline : Results-oriented Financial Administrative Assistant with 7 years of experience in managing financial operations and administrative tasks. Expertise in optimizing workflows, maintaining financial records, and ensuring compliance. Committed to delivering precise financial insights and enhancing operational efficiency while fostering collaborative relationships with clients and colleagues.
Skills : Advanced Microsoft Office Suite (word, Excel, Powerpoint), Sap Financial Management, Concur Expense Management, Analytical Skills, Organizational Skills, Report Generation
Description :
Advised insurance staff on updates for addresses, benefits, and filing deadlines for electronic claims.
Prioritized daily workload to ensure timely completion of all assigned financial tasks.
Assisted pharmacy staff with electronic submission of pharmacy claims, improving claim approval rates.
Coordinated billing and insurance verification functions, enhancing program efficiency.
Executed claims submission for prescription drugs covered by insurance, ensuring compliance.
Updated training materials and procedural standards for billing functions, improving staff performance.
Supported the development of financial strategies to improve profitability.
Experience
5-7 Years
Level
Management
Education
B.S. Finance
Financial Administrative Assistant Resume
Objective : Detail-oriented Financial Administrative Assistant with over 5 years of experience in managing financial records, processing invoices, and supporting budgeting activities. Proficient in accounting software and Microsoft Office Suite, with strong analytical skills and a commitment to accuracy. Adept at maintaining confidentiality and ensuring compliance with financial regulations.
Skills : Data Entry And Management, Effective Communication Skills, Customer Service, Document Management, Time Management
Description :
Compiled and analyzed financial data for month-end reports, improving decision-making efficiency.
Coordinated schedules and maintained calendars for executives, optimizing time management.
Managed office supplies inventory, ensuring operational continuity and cost efficiency.
Maintained and updated multiple Excel spreadsheets, providing daily insights to stakeholders.
Assisted in the month-end close process by entering journal entries accurately and timely.
Supported cash deposit preparation, ensuring compliance with banking protocols.
Communicated effectively with vendors to resolve inquiries and issues promptly.
Creating an account is free and takes five seconds.
You'll get access to the PDF version of this resume template.
Choose an option.
Sign up with Google
Sign up with Facebook
Sign up with Linkedin
This helps us make sure you're human and prevents spammers from abusing our services.
By continuing, you agree to our Privacy Policy and Terms.
Unlock the Power of Over 10,000 Resume Samples.
Take your job search to the next level with our extensive collection of 10,000+ resume samples. Find inspiration for your own resume and gain a competitive edge in your job search.
Get Hired Faster with Resume Assistant.
Make your resume shine with our Resume Assistant. You'll receive a real-time score as you edit, helping you to optimize your skills, experience, and achievements for the role you want.
Get Noticed with Resume Templates that Beat the ATS.
Get past the resume screeners with ease using our optimized templates. Our professional designs are tailored to beat the ATS and help you land your dream job.
Build an ATS-friendly Financial Administrative Assistant Resume
