Finance Assistant

Overview
We are seeking a detail-oriented and organized Finance Assistant to join our team. This role offers an excellent opportunity for individuals with strong administrative and clerical skills, particularly those experienced with financial software and office management. The ideal candidate will support daily financial operations, maintain accurate records, and provide exceptional customer service in a professional environment. Prior experience with medical or dental offices, bookkeeping, and proficiency in various office tools are highly valued.

Duties

• Manage data entry related to accounts payable and receivable using QuickBooks and other accounting software
• Assist with bookkeeping tasks, including invoicing, billing, and reconciling accounts
• Maintain organized filing systems for financial documents and records
• Support front desk operations, including answering multi-line phone systems and greeting visitors
• Provide excellent customer service by addressing inquiries and supporting client needs
• Handle administrative tasks such as proofreading documents, managing calendars, and scheduling appointments
• Support medical or dental office administrative functions, including patient record management and appointment scheduling using Google Workspace or similar tools
• Perform general clerical duties such as filing, copying, and maintaining office supplies
• Ensure accuracy in data entry and document processing through careful proofreading and attention to detail
• Assist with other administrative responsibilities as needed to ensure smooth office operations

Qualifications

• Proven experience with QuickBooks, Microsoft Office (Word, Excel), and Google Workspace applications
• Strong computer skills with the ability to learn new software quickly
• Previous clerical or administrative experience in an office setting preferred
• Experience in customer service roles, particularly front desk or receptionist duties involving multi-line phone systems and phone etiquette
• Excellent organizational skills with the ability to manage multiple tasks efficiently
• High typing speed with accuracy; proficiency in proofreading documents is a plus
• Background in medical or dental office administration is desirable, including familiarity with medical/dental billing or bookkeeping
• Strong attention to detail and ability to maintain confidentiality of sensitive information
• Ability to work independently as well as part of a team in a fast-paced environment

This position provides a vital support role within our organization, contributing to efficient financial management and outstanding customer support.

Job Type: Full-time

Pay: $16.31-$31.35 per hour

Work Location: In person