Financial Assistant
We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in financial services or administrative support.
Key Responsibilities:
Bank Statement Scrubbing:
Review, analyze, and organize bank statements to identify relevant financial information.
Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment.
Ensure all financial documents are complete, accurate, and free of discrepancies.
Client Communication & Support:
Engage with clients via phone, email, or chat to guide them through the funding process, ensuring they understand the requirements and next steps.
Assist clients in gathering necessary documentation, such as bank statements, identification, and other required paperwork.
Address client questions and concerns, providing clear and concise explanations of the funding process.
Follow up with clients to ensure all information is submitted promptly and accurately.
Administrative Tasks:
Maintain detailed records of client interactions, funding progress, and documentation received.
Coordinate with internal teams to streamline the funding process and resolve any issues that may arise.
Update and manage client information in CRM software to ensure accurate data tracking.
Qualifications:
Previous experience as a Bookkeeper or in a financial services role is required.
Strong understanding of bank statements and financial documentation.
Excellent communication skills, both verbal and written.
Highly organized, with the ability to manage multiple tasks and priorities.
Proficient in Microsoft Office Suite (Excel, Word) and CRM software.
Strong attention to detail and the ability to work independently.
Customer service experience is a plus.
Key Skills:
Financial Analysis
Data Entry and Management
Client Relationship Management
Problem-Solving and Critical Thinking
Multitasking and Time Management