Financial Administrative Assistant Resume Samples

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.

 

Financial Administrative Assistant Resume example

Financial Administrative Assistant Resume

Summary : More than 14 years of experience in finance and accounting. To  Proofread documents, maintain filing systems, and schedule appointments or hearings.

Skills : Microsoft Office, Quickbooks, Leadership, Training, and Development.

Description :

    1. Reviewed all loan applications for completeness and accuracy prior to submission to accounting.
    2. Submitted customer applications to lending institutions.
    3. Carried out warranty sales, obtained loan trade-in payoff transactions.
    4. Prepared loan documentation for customer approval and sign off.
    5. Activated all vehicle, life, and disability warrantees.
    6. Maintained warranty journals, also activated life and disability claims.
    7. Deactivated and reimbursed all canceled warrantees.
    8. Performed final review of all new and used car contracts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma in Leadership


Financial Administrative Assistant Resume

Objective : Accomplished and energetic professional with a solid history of achievement in financial and administrative positions. Motivated leader with strong organizational and prioritization abilities.

Skills : Microsoft Office, Customer Service, MAS 90, Credit Analysis.

Description :

    1. Prepared and distributed invoices to bill clients or pay account expenses.
    2. Drafted and type office memos.
    3. Performed payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
    4. Used computers for various applications, such as database management or word processing.
    5. Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    6. Collected and deposited money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
    7. Created, maintained, and entered information into databases.
    8. Set up and managed paper or electronic filing systems, recorded information, updated paperwork, etc.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate in Finance


Financial Administrative Assistant Resume

Summary : Innovative professional seeks position offering opportunities for new professional and personal challenges. Self-starter with a positive, can-do attitude who is driven to learn, improve, and succeed.

Skills : Microsoft Office, Office Management, Analysis.

Description :

    1. Performed general office duties such as typing, operating office machines, and sorting mail.
    2. Added new material to file records or create new records as necessary.
    3. Kept records of materials filed or removed, using logbooks or computers.
    4. Tracked materials removed from files to ensure that borrowed files are returned.
    5. Entered document identification codes into systems in order to determine the locations of documents to be retrieved.
    6. Placed materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
    7. Assigned and recorded or stamp identification numbers or codes to index materials for filing.
    8. Answered questions about records or files.
    9. Kept records of merchandise distributed and money collected.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS in Science

Financial Administrative Assistant Resume

Summary : Friendly and enthusiastic Assistant, with over 20 years of experience, looking for a place to make a difference, who is able to learn new tasks quickly and proficient in growing key customer relationships. Always represents establishment with friendly, professional demeanor at all times.

Skills : Microsoft Office, Scheduling Meetings, Resolving  Administrative Problems, Direct Calls.

Description :

    1. Performed money movements, stock, and mutual fund trades as directed.
    2. Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    3. Operated office equipment, such as fax machines, copiers, or phone systems, and arrange for repairs when equipment malfunctions.
    4. Completed forms in accordance with company procedures.
    5. Greeted visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
    6. Made copies of correspondence or other printed material.
    7. Located and attached appropriate files to incoming correspondence requiring replies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certification in Finance

Financial Administrative Assistant Resume

Summary : Skilled professional looking to obtain a challenging position utilizing skills gained over 9 years. Experienced in budget management, payroll accounts payable, and accounts receivable.

Skills : MS Office, Marketing Correspondance, Accounting, CRM.

Description :

    1. Provided administrative support for the owner/president and a financial advisor; including managing calendars and scheduling meetings, and conference calls.
    2. Managed workflow for upcoming client meetings including creating agenda for the meeting, researching all past meeting notes, and checking for bank information.
    3. Prepared client financial plans utilizing NaviPlan Premium.
    4. Assessed client data and financial statements provided and enter information into the financial planning program.
    5. Evaluated outcomes and make recommendations for client to achieve financial goals.
    6. Communicated with the company's home office regarding any outstanding issues and problems with paperwork or special requests.
    7. Researched problems and formulate the best solution for the client.
    8. Documented all client contact and ongoing issues in the client management database.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BBA in Management

Financial Administrative Assistant Resume

Summary : Seeking to use the skills and knowledge obtained to gain experience in a career in accounting. To obtain, compile, prepare, draft, and/or maintain documents including articles, correspondence, financial records, reports, and/or timesheets.

Skills : Administrative Skills, TasksClerical Support, Administrative Functions, Inventory Control.

Description :

    1. Completed monthly, quarterly, and annual reports for multiple departments and the Board of Directors.
    2. Monitored numerous internal bank accounts for accuracy including accruals and prepaid accounts.
    3. Processed accounts payable and update vendor files and reconcile employee credit cards.
    4. Made changes to internal and external websites as needed.
    5. Reconciled and submitted sales tax payable, IOLTA, and Real Estate interest to the state.
    6. Composed meeting minutes and order office supplies.
    7. Reconciled correspondent bank accounts and resolving discrepancies, along with responding to levies and garnishments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS in Finance

Financial Administrative Assistant Resume

Objective : Seeking a position where one can utilize experience as a Financial Administrative Assistant. A motivated and dependable director in achieving goals, readily inspire trust and confidence from staff and clients with an honest and personable approach.

Skills : Microsoft Office,  Data Entry, Customer Service, Purchase Orders, Expense Reports.

Description :

    1. Verified and updated patient accounts with current personal and insurance information in order to bill facility visits, prescriptions, and mental services.
    2. Billed paper and electronic claims to appropriate insurance companies.
    3. Reviewed insurance payments and the explanation of benefits from insurance companies and make appropriate adjustments to patients' accounts.
    4. Made corrections to rejected pharmacy claims in order to send a clean claim to the insurance company without any delay of payment for several facilities.
    5. Worked with pharmacists to get claims corrected and submitted to appropriate insurance companies.
    6. Obtained authorization for certain drugs to receive prompt and accurate payments.
    7. Determined pertinent issues and collected information from a variety of sources to settle claims.
    8. Communicated with insurance companies regarding receivable accounts to settle claim issues of denied claims and resubmitting them with corrected information.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associate in Administration

Financial Administrative Assistant Resume

Objective : Seeking a position where acquired knowledge and experience will be utilized with a well-established company. Highly experienced seasoned business professional with wide-ranging expertise including negotiations with clients, sales, research, and customer service.

Skills : Microsoft Office XP, Detail Oriented, Scheduling AppointmentsPowerpoint, Quickbooks, Word Processing.

Description :

    1. Handled accounts payable, accounts receivable, invoices, reconcile, Bookkeeper using QuickBooks, and Excel.
    2. Performed marketing research of potential new clients, reconciled bank deposits, wires, and credit card charges daily.
    3. Organized due diligence in preparation for the sale of a business unit managed incoming.
    4. Monitored the company's credit card transactions, and run financial reports using QuickBooks.
    5. Handled1099 Forms, renewal licenses and business operation permits, and vendors required forms.
    6. Handled HR new hiring documents, payroll managed HR documents, and employee issues.
    7. Worked in conjunction with the CEO in all the financial and HR matters and issues of the company.
    8. Prepared statistical reports and analyzed and communicated with third party health plan carriers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Science

Financial Administrative Assistant Resume

Objective : Experienced professional with over 5 years working in billing, revenue, and training within the healthcare industry. Ability to work critically within high volume situations both independently and as part of a team.

Skills : Proficient In Microsoft Office - Word, Outlook, Excel, PowerPoint, SAP, Concur, ESP Procurement.

Description :

    1. Advised insurance staff and requests updates when addresses, benefits, filing deadlines, subscriber information, and other data needed to submit electronic claims.
    2. Assessed the workload on a daily basis establishing priorities to facilitate the timely and appropriate completion of all assigned tasks.
    3. Provided assistance to pharmacy staff with the electronic submission of pharmacy claims.
    4. Coordinated the billing insurance verification functions as they pertain to the company's program.
    5. Performed claims submission functions related to prescription drugs provided for beneficiaries with reimbursable prescription insurance.
    6. Updated training and procedural standards for the company's billing function.
    7. Took part in monthly conference calls to address new updates and changes to the company's standard billing procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma in Finance

Financial Administrative Assistant Resume

Headline : An experienced administrative assistant and receptionist with strong computer skills. Seeking to achieve a role that matches the profile and supports sustainability to drive the company's strategic synergies.

Skills : Typing 70 WPM, Oral & Written Communication, Customer Centred Approach, Accounting Skills.

Description :

    1. Compiled month-end financial data and yearly budget data via copying to distribute amongst personnel for meetings.
    2. Organized and maintained calendars for the Controller and Assistant Controller.
    3. Organized and maintained office and food supplies, ordering more when necessary.
    4. Maintained several excel spreadsheets and distributed the information daily via e-mail to designated parties.
    5. Keyed in journal entries during month-end close to assist the accounts in the month-end close process.
    6. Supported the cash deposit process by filling in when necessary to get cash deposits ready for the next morning's pick up.
    7. Answered office telephone to communicate with vendors.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate in Finance