Financial Assistant Job Description

November 26, 20110 Comments

Financial Assistant profile and description

The financial assistant is the one who supposed to perform all the clerical and office duties of the financial department. They also work as middlemen between the management and customers. He or she needs to perform the functions such as answering phone calls, typing financial statements and reports, responding to emails and other related operations. The other functions of the financial assistant are the minor bookkeeping and accounting as well.

Financial assistant duties and responsibilities

A financial assistant needs to fulfill the very important functions in a company. The duties and responsibilities of a financial assistant are as follow.

  • The financial assistant has the main responsibility to answer the phone calls and taking care of customer interface properly.
  • He or she is responsible for the documentation of reports.
  • He or she has to collect the bills and financial statements as well.
  • The financial assistant has to perform the basic computer functions such as data entry, which includes typing, computerization of reports and basic computation.
  • It will be the responsibility to do the proofreading of the financial reports before computerization.
  • He or she has to fulfill the financial tasks like bookkeeping and other related tasks.

Financial assistant Skills and specifications

A financial assistant needs to have multiple skills in order to fulfill his duties and responsibilities. The required skills and specifications are as follows.

  • He or she should have the excellent verbal and written communication skills to deal with customers and managers.
  • The person needs to have the team working skills with the interpersonal skills to establish and maintain the effective working relationships
  • He or she needs to be very temperament to deal with difficult customers and situations as well.
  • He or she needs to have the required basic accounting knowledge and procedures.
  • The person should have the knowledge of the computer skills and good typing ability.
  • He or she should be able to perform the t multi-tasking work.
  • It is needed to have the excellent analytical skills to analyze the various aspects carefully.

Financial assistant education and qualification

  • The basic degree required for the job is a basic high school degree to do the job.
  • He or she should also have an associate degree in mathematics and commerce field.
  • The person needs to have a diploma in typing and dictation with the diploma in math and accounting.

Financial assistant salary

The salary basically depends upon the experience and also upon his or her responsibilities in the company.

  • The median annual salary of a financial assistant as per 2010 study was $32,510 per year.
  • The salary generally comes in the range of $28,000 to $41,000 annually.

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