Financial Processing Specialist

Job Summary

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

Key Responsibilities

• Process client financial statements and complete onboarding of new Financial Coach accounts
• Assist clients in setting up foundational structures in accounting software
• Maintain client files and electronic documentation, and respond to administrative inquiries

Required Qualifications

• Experience in accounting (accounts payable, accounts receivable, bookkeeping, etc.)
• Detail-oriented with a proactive approach
• Ability to work remotely and manage time effectively
• Familiarity with accounting software
• Ability to work flexible hours, including some evenings and weekends