Financial Assistant
2 months ago
**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**:
- 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
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