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Overview of Financial Assistant Job Duties

Job Descriptions February 16, 2014

A financial assistant’s job is to aid in the function of the corporate entity. They help process and oversee the process of business forms, making sure that the forms and different functions are correctly working within the business unit. The work involves knowing how to work a number of different computer software, such as spreadsheets and overseas the basic set functions of forms and business records.

The job also involves communicating with the public’s questions and providing information to the staff and students, as well. It also entails the making of business forms, administrative, re-allocations within the staff, the employee information and the businesses reimbursement financial accounts. The financial assistant may have the responsibility of processing new business actions and applying them into the corporation.

Being a financial assistant may also entail doing payrolls for the business. The financial assistant may also be in charge of maintaining financial records, transaction corrections and other documentation involving finance such as the paying of departmental accounts. Keeping track of budgets for grants, applications and the continuation of them is also a responsibility of the business man or woman. They are also involved in the preparation of the businesses annual spending and department budgets.

The financial assistant may also perform clerical roles, such as typing for the supervisor, faxes, processing shipments, travel arrangements, scheduling meetings. The responsibilities also involve looking after the distribution of mail and therefore, the smooth communication that is vital in business team settings. The filing of paperwork also direct payments, vouchers, purchase orders and billing with other organizations or vendors and the timekeeping within the business are often allocated to the financial assistant.

The worker applying for such a position must have a minimum of two to three years of previous working in the business, as to confirm being trusted with the responsibilities of being a financial assistant with the above mentioned duties including accounting, being responsible for the correct filing of and completion of the needed business forms, keeping track of employee information such as their salaries for time worked and the other business duties placed upon the assistant by their supervisor in regards to running a business successfully and overseeing the different duties of others within the functioning unit. In order to qualify for working as a financial assistant at a corporation, a person must have a high school degree or equivalent of one and also have completed courses taken in continued education in business, economics or accounting.

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  • Learn the necessary skills and build the foundation to propel your business career by receiving an education from our faculty members with true real-world experience.
  • Saint Leo University provides academic excellence, flexibility, affordability, and a wide range of educational programs with financial aid and scholarships available to those who qualify.
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