A financial assistant is someone who works in a bank or in a larger organization’s accounting department and provides administrative and financial assistance to his or her coworkers. In addition to administrative tasks, a financial assistant will typically have more knowledge of finance and accounting principles than most administrative assistants, and may be responsible for running reports or double-checking data. Other than that, this person will be in charge of tasks like answering phones, greeting clients, and scheduling meetings or appointments, as well as other typical office duties.
A financial assistant will be hired by many businesses to work in their payroll or accounting departments. Financial assistants are frequently hired by larger organizations devoted to finance, such as banks or accounting firms. In most cases, these individuals are knowledgeable about finance, bookkeeping, and basic accounting practices, but they are also willing and capable of performing office administration tasks. In this way, a good financial assistant can provide significant value to the organization for which he or she works, and may learn enough to advance to higher positions, such as loan officers in a bank.
A financial assistant’s specific job responsibilities vary depending on the type of organization for which he or she works. The financial aspects of most jobs are fairly straightforward. This person may be in charge of generating daily or weekly reports, entering data into the computer, or performing basic bookkeeping. He or she may also act as a proofreader, checking for errors in other people’s work before it leaves the department. If the department is in charge of payroll, the assistant may be in charge of entering specific information about employee hours and benefits. Most companies will train this type of assistant to perform these tasks within reason, but they will expect him or her to have some prior financial experience.
The other half of a financial assistant’s job is to assist with administrative tasks. This includes things like answering phones and greeting customers, clients, and other employees as they enter the office. It could also entail scheduling meetings for others, maintaining a filing system, and dealing with incoming and outgoing mail. These are just a few of the most common administrative tasks; the number of tasks may vary depending on the size of the office.