Finance Office Assistant
Job Summary
The Finance Office Assistant will support the day-to-day financial operations of the organization primarily responsible for processing, recording, and organizing all physical payments received at our corporate office. This position ensures accurate and timely application of payments, maintains financial documentation, and supports weekly invoicing procedures. The ideal candidate is highly organized, detail-oriented, and capable of handling sensitive financial information with professionalism.
Responsibilities and Duties
Mail & Document Handling
- Receive and sort all incoming physical mail for the Finance department.
- Scan and distribute relevant documents to remote finance team members.
Check & Payment Processing
- Review remittance information to accurately apply check payments to the correct client invoices.
- Communicate with local offices to request missing remittance details when needed.
- Log all payments received at the corporate office, maintaining a complete and accurate payment record.
- Deposit checks using a remote bank scanning system in accordance with established procedures.
- Digitally file all remittance documents in the company’s electronic system for tracking and compliance.
Invoicing Support
- Prepare, print, and mail client invoices weekly, every Thursday.
- Ensure consistency and accuracy in invoice documentation and distribution.
General Finance Support
- Assist with ad hoc projects and administrative tasks as assigned by Finance leadership.
- Maintain confidentiality and integrity in all financial transactions and communications.
- Create budgets within the credit card dashboard by location and issue physical and virtual cards as needed.
Qualifications and Skills
- Associate’s or Bachelor’s degree in Accounting, Finance, or Business preferred.
- 1–2 years of experience in accounts receivable, finance, or administrative support preferred.
- Proficiency in Microsoft Excel, Outlook, and document scanning software.
- Strong attention to detail and accuracy in handling financial records.
- Excellent communication skills and ability to follow up professionally and promptly.
- Reliable, organized, and capable of working independently in a fast-paced environment.
Come change a life...
Take the next step in your career path at Cornerstone Caregiving. Join our team of caring professionals who are making life brighter for seniors.