Financial Assistant - Remote

Overview

We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in financial services or administrative support.

In Short

• Review, analyze, and organize bank statements.
• Accurately extract and record financial data.
• Engage with clients to guide them through the funding process.
• Assist clients in gathering necessary documentation.
• Address client questions and concerns.
• Maintain detailed records of client interactions.
• Coordinate with internal teams to streamline processes.
• Update and manage client information in CRM software.

Requirements

• Experience in financial services or administrative support.
• Excellent organizational skills.
• Strong communication abilities.

Benefits

• Opportunity to work remotely.
• Collaborative team environment.