FINANCIAL ADMINISTRATIVE ASSISTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 24, 2025 - The Financial Administrative Assistant offers a robust background in finance and administration, complemented by fluency in Microsoft Office and various finance-specific software like Peoplesoft and Adobe Acrobat. Skillfully manages administrative duties and client relations, ensuring meticulous attention to detail and proficiency in tracking long-term tasks. Demonstrates advanced interpersonal and communication abilities, essential for navigating complex client inquiries and maintaining efficient operations across multiple systems.

Essential Hard and Soft Skills for a Standout Financial Administrative Assistant Resume
  • Financial Documentation
  • Credit Processing
  • Record Keeping
  • Compliance Management
  • Inventory Management
  • Order Processing
  • Financial Tracking
  • Financial Processing
  • Financial Transactions
  • Contract Management
  • Communication
  • Service Management
  • Customer Service
  • Problem Resolution
  • Detail Orientation
  • Team Collaboration
  • Project Management
  • Administrative Coordination
  • Independent Judgment
  • Administrative Assistance

Summary of Financial Administrative Assistant Knowledge and Qualifications on Resume

1. BA in Finance with 5 Years of Experience

  • Excellent time management and organizational skills
  • High Emotional IQ and high attention to detail
  • Strong computer skills including working knowledge of Microsoft Office suite (Word, Excel, Outlook)
  • Ability to use office equipment (phones, printer, scanner, computers, etc.)
  • Ability to adapt to rapidly changing priorities and handle multiple tasks.
  • Ability to exercise discretion and respect confidentiality and safety concerning client and company information.
  • High level of initiative
  • Customer service mentality, willing to communicate with the clients.
  • Experience in the Financial Industry.
  • Experience using Microsoft Office, and Redtail calendar and filing system.
  • Experience using Docusign.
  • Experience with Albridge reporting.

2. BA in Business Administration with 3 Years of Experience

  • Experience in an administrative capacity
  • Strong organizational skills and ability to handle multiple priorities
  • Superior attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work well within a team and independently
  • Experience using Asana project management software and QuickBooks 
  • Ability to perform mathematical computations
  • Ability to work independently and with a team
  • Proficient in MS Office and data entry

3. BA in Accounting with 4 Years of Experience

  • Experience in finance or administration.
  • Fluency in computer applications such as Microsoft Office programs.
  • Strong administrative skills with an outgoing and professional manner. 
  • Excellent interpersonal relations and communication skills.
  • Basic understanding of investments and insurance products, such as annuities, mutual funds, life insurance, retirement plans, and individual securities.
  • Have a working knowledge of Peoplesoft software, Access, Adobe Acrobat, and other computer software operated
  • Attention to detail, with an ability to spot numerical errors
  • Attention to detail. 
  • Ability to track a task from beginning to end (sometimes over several weeks).
  • Ability to navigate multiple computer systems, applications and utilize search tools to find information.
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