How to Get a Job as a Financial Administrative Assistant

As a financial administrative assistant, your role will be to carry out the accounting and bookkeeping duties of the organization under the direction of a designated supervisor. In this role, you will be expected to maintain the financial records and engage in monitoring these records to ensure that they are accurate and up to date. You will also have to be knowledgeable about the fiscal policies of the company or organization that you work with so that you can ensure that all the procedures of the office comply with these policies.

Competence in the use of accounting software is essential in the position of financial administrative assistant because you will have to prepare regular reports on the income and expenses of the firm. You will work as an assistant in the preparation of the budget and work at maintaining the budget keeping all the expenses incurred within its scope. The banking tasks associated with running a business will also fall under your responsibility. You will have to prepare the monthly statements and perform bank reconciliation of the accounts, entering the amounts received and creating the receipts.

Preparing billing for the customers on a monthly basis will take up most of your time in the job of financial administrative assistant. From time to time, you may have to take action on delinquent accounts by sending out notifications and requests for payment. In this job, you will also deal with queries on accounts by customers and credit agencies. Telephone etiquette and good customer service skills are important to have good relations with the customers. You will also need good interpersonal skills to develop and maintain good working relationships with your co-workers and supervisors.



The requirements you need for the position of financial administrative assistant include a Bachelor’s degree from an accredited university in accounting or an area related to finance. This is a high-ranking administrative position, so you will also need considerable experience working in an office setting doing comparable work. You will need a sound knowledge of accounting practices and principles and the ability to modify and analyze financial procedures. You must be capable of working independently and demonstrate an sound problem solving and decision making skills.

Integrity and professionalism are good qualities to bring to the job of financial administrative assistant. You will be dealing with the accounts of many people, some of whom you may know. The information about these accounts is private, which means you should regard the work you do in the office as confidential.