Financial Assistant

Ohana Fiduciary Corporation; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

Ohana Fiduciary Corporation in Seattle, WA is seeking a Financial Assistant to support our financial team. You will help manage financial records, process transactions, and ensure compliance with financial regulations, contributing to the integrity of our operations.

The role emphasizes accuracy, organization, and collaboration with clients and colleagues. Strong experience with financial software and MS Office is valued, along with a proactive approach to problems and attention to detail.

Qualifications

• Experience in a financial support role or similar position.
• Strong attention to detail and accuracy in financial data management.
• Proficiency in financial software and Microsoft Office Suite.
• Excellent organizational and time management skills.

Responsibilities

• Assist in the preparation and maintenance of financial records and reports.
• Process invoices, payments, and other financial transactions accurately and promptly.
• Support the financial team in budgeting and forecasting activities.
• Ensure compliance with financial regulations and internal policies.
• Communicate effectively with clients and team members regarding financial matters.
• Perform data entry and maintain financial databases with precision.
• Assist in the preparation of tax documents and financial statements.

Skills

Attention to detail

Organizational skills

Time management

Financial data management

Client communication

Tools

Financial software

Microsoft Office Suite

Job description

As a Financial Assistant at Ohana Fiduciary Corporation, you will play a crucial role in supporting our financial team. You will assist in managing financial records, processing transactions, and ensuring compliance with financial regulations. Your attention to detail and organizational skills will help maintain the integrity of our financial operations.

What You'll Do

• Assist in the preparation and maintenance of financial records and reports.
• Process invoices, payments, and other financial transactions accurately and promptly.
• Support the financial team in budgeting and forecasting activities.
• Ensure compliance with financial regulations and internal policies.
• Communicate effectively with clients and team members regarding financial matters.
• Perform data entry and maintain financial databases with precision.
• Assist in the preparation of tax documents and financial statements.

What We're Looking For

• Proven experience in a financial support role or similar position.
• Strong attention to detail and accuracy in financial data management.
• Proficiency in financial software and Microsoft Office Suite.
• Excellent organizational and time management skills.

Nice to Have

• Familiarity with trust and estate management.
• Experience in customer service or client relations.
• Knowledge of financial regulations and compliance standards.

This is a full-time, in-office position. We welcome applicants from diverse backgrounds and experiences.