Finance Assistant/Executive Assistant
Job Description
A well-established financial services firm is seeking an Finance Assistant/Executive Assistant to join their dynamic team. Known for its strong reputation, collaborative culture, and commitment to employee development, this firm offers excellent benefits and clear pathways for career advancement.
Position Overview:
The Operations Assistant plays a key role in supporting day-to-day operations and ensuring the efficiency of internal processes. This position requires attention to detail, professionalism, and a proactive approach to administrative and operational support.
Responsibilities:
· Manage and execute monthly billing and statement processes
· Scan, file, and organize financial documents
· Enter and maintain data across multiple firm databases
· Process tax returns and audit reports as needed
· Prepare and manage various mailings, including Regular, Certified, Overnight, and local deliveries
· Operate office equipment (computers, scanners, copiers, postage machines)
· Greet clients, support executive staff, and coordinate with vendors and visitors
· Analyze data to assist with inquiries from clients, vendors, and the public
· Maintain inventory and restock office supplies and snacks
· Monitor and distribute firm email and fax communications
· Conduct daily end-of-day runs to the post office and bank, as required
· Reconcile courier and local delivery service statements monthly
· Coordinate recognition efforts for employee birthdays and anniversaries
· Provide training to new Operations team members on front office protocols
· Support facilities management tasks
· Assist with ad hoc administrative projects
Qualifications:
· 1–5 years of professional office experience
· Strong client service and interpersonal communication skills
· Highly organized with strong attention to detail
· Proficient in Microsoft 365 (Outlook, Teams); Excel and SharePoint experience strongly preferred
To Apply:
Qualified candidates should send their resume to angelam@burnettspecialists.com
AUSDH40
Meet The Recruiter
Angela Migliaccio
Sr. Direct-Hire Recruiter
Dream Job Specialist
Assisting individuals in advancing their careers while collaborating with incredible organizations and contributing to their growth is the best job in the world. From executives to fresh graduates, working with professionals at every level is both challenging and rewarding. Building lifelong relationships with clients is one of the most gratifying aspects of my career, supporting them during the highs and lows of their professional journeys. This career is not just a job, but a passion that I am blessed to have found. It brings me immense satisfaction to help others achieve their career goals and realize their full potential. Let me help you find your dream job!
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