Financial Assistant

Howard-Sloan Search; United States; Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

15 PTO days

Comprehensive medical, dental, and vision plans

401(k) matching up to 10%

Casual work environment

Job summary

A financial services firm in the United States is seeking a detail-oriented Financial Assistant to the CEO. This hybrid role entails managing day-to-day financial operations, overseeing bookkeeping tasks, and ensuring smooth financial management for personal matters. Ideal candidates have 3+ years of relevant experience and a Bachelor's in Accounting or Finance. The company offers competitive benefits and a flexible working environment.

Qualifications

• Minimum of 3 years of relevant experience.
• Strong understanding of basic accounting principles and financial reporting.
• Ability to work independently and prioritize multiple tasks.

Responsibilities

• Record and categorize financial transactions.
• Review bank and credit card accounts.
• Generate monthly, quarterly, and annual financial reports.

Skills

Proficient in Excel

Organizational skills

Attention to detail

Integrity and confidentiality

Education

Bachelor’s Degree in Accounting, Finance, or related field

Tools

Microsoft Office

Job description

Base pay range

$70,000.00/yr - $85,000.00/yr

Additional compensation types

• Annual Bonus

Role Overview

Great firm in NYC is seeking a Financial Assistant.

We are seeking a detail-oriented, trustworthy, and proactive Financial Assistant to the CEO, manage day-to-day financial operations and provide comprehensive support for personal financial matters. This hybrid role requires strong organizational skills and a high level of discretion when handling sensitive information. The ideal candidate will not only oversee routine bookkeeping tasks but also assist with managing personal accounts, organizing financial documents, coordinating with service providers, and helping ensure the smooth operation of financial aspects of daily life.

This role is hybrid and requires minimum of 3 days in office.

What You’ll Do

• Record and categorize financial transactions
• Review bank and credit card accounts
• Process payments, invoices, and expense reimbursements
• Manage accounts payable and receivable
• Generate monthly, quarterly, and annual financial reports
• Assist with tax preparation and coordinate with accountants as needed
• Liaise with banks, accountants and internal financial team to conduct transactions as requested
• Maintain records of financial documents, including receipts and statements
• Handle bill payments and ensure timely settlement of obligations
• Resolve urgent financial matters timely and as needed (may include evenings and weekends)

What You Have

• Minimum of 3 years of relevant experience as a bookkeeper, accounting assistant, or financial administrator
• Proficiency with software (e.g., Excel, Microsoft Office)
• Strong understanding of basic accounting principles and financial reporting
• High level of integrity and confidentiality
• Excellent organizational skills and attention to detail
• Ability to work independently and prioritize multiple tasks
• Bachelor’s Degree in Accounting, Finance, or related field

Preferred Attributes

• Previous experience supporting high-net-worth individuals or family offices
• Strong written and verbal communication skills
• Flexibility in work schedule if urgent financial tasks arise

What We Offer

Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

Benefits

• 15 PTO days, 10 legal holidays, and sick days
• Comprehensive medical, dental, and vision plans
• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
• Commuter benefits and a corporate gym rate
• Development opportunities through the LinkedIn Learning platform
• Free snacks and beverages in the office
• Friday happy hour and “Summer Fridays”
• Year-round corporate athletic league
• Casual work environment, team building, and other social events

Seniority level

Associate

Employment type

Full-time

Job function

Administrative and Accounting/Auditing

Industries

Financial Services, Real Estate, and Accounting