Financial Processing Specialist

Job Summary

A company is looking for a Financial Onboarding and Processing Specialist to facilitate efficient departmental operations through clerical and administrative tasks.

Key Responsibilities

• Process client financial statements and complete onboarding of new Financial Coach accounts
• Work with clients to establish foundational structures in accounting software
• Maintain client files and electronic documentation while responding to administrative inquiries

Required Qualifications and Education

• Experience in accounting, including accounts payable, accounts receivable, or bookkeeping
• Proficiency in using accounting software
• Ability to retrieve and summarize information from various documents
• Experience in updating and maintaining templates and resources
• Willingness to work flexible hours, including some evenings and weekends