Finance Assistant

Job Highlights

Maintain and organize financial documents, including invoices, receipts, and bank statements.
Assist in the documentation of procedures and policies related to transactional operations.
Support the team in filing and archiving transactional records.
Liaise with banking institutions and vendors as necessary.
Respond to inquiries related to transactions and documentation.
Provide timely updates to management on transaction statuses and documentation needs
Collaborate with different teams within the organization
Provide assistance to customers and clients

Must have knowledge, background or experience processing
sales/transactional documents.
Proven experience as a Virtual Assistant or in a similar role, preferably
in finance or banking.
Strong understanding of transactions and financial documentation.
Proficiency in using Excel, Word, and Google Sheets.
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple tasks and prioritize effectively.
High level of integrity and confidentiality in handling financial
information.

Preferred Qualifications

Associate or bachelor’s degree in finance, Business Administration, or a related field.
Familiarity with compliance regulations and banking policies.

Career Level

Junior to mid

Work Location

Taguig City

Work Setup

Onsite – Regular Working Hours (8AM-5PM)

Job Type

Project-Based