Finance assistant jobs in Buffalo, New YorkCreate job alerts

We're looking for an Administrative HR/Finance Assistant who's ready to take on a dynamic and rewarding dual role! You'll be the go-to person for keeping both our HR and Finance teams running smoothly from daily operations to ensuring everything's compliant and organized. Manage reception, mail dis

Under the general direction of the Assistant Director of Finance , the Accounts Payable Specialist is responsible for coordination of the day-to-day operations of the AP position, monitoring and reviewing progress and accuracy of work, directing efforts and providing technical guidance on more compl

Job Description Job Description: We are seeking a part time (full time in tax season, Feb-Apr) detail-oriented and proactive Tax and Financial Services Assistant to join our team. The ideal candidate will support our financial advisors and tax professionals in delivering exceptional service to our clients. This role requires excellent organizational skills, problem solving skills, strong communication abilities, and a keen interest in financial services and tax preparation. Key Responsibilities: · Assist financial advisors with client account management, including data entry, document preparation, and client communication. · Schedule and coordinate client meetings, ensuring all necessary documentation is prepared in advance. · Support tax professionals during tax season with data collection, document organization/scanning, and client follow-ups. · Maintain accurate and up-to-date client records in our system. · Handle client inquiries and provide timely responses to ensure client satisfaction. · Perform general administrative duties, such as filing, scanning, and office organization. · Coordinate and verify billing for tax clients. Qualifications: · High school diploma or equivalent; Associate's or Bachelor's degree in Finance, Accounting, or related field preferred. · Previous experience in a financial services or tax preparation environment is a plus. · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with Quickbooks · Strong organizational skills and attention to detail. · Excellent verbal and written communication skills. · Ability to work independently and as part of a team. · High level of integrity and professionalism.

Job DescriptionWe are looking for an Administrative Assistant to join our team in Amherst, New York. This position is a Contract to permanent opportunity, offering a chance for long-term growth within a detail oriented finance environment. The ideal candidate will bring excellent communication skills, strong organizational abilities, and proficiency in administrative tasks to support daily operations effectively. Responsibilities: • Provide comprehensive administrative support to ensure smooth office operations., • Answer incoming calls and address client inquiries with a warm and approachable demeanor., • Perform accurate data entry tasks to maintain organized records and documentation., • Manage receptionist duties, including greeting visitors and directing them appropriately., • Coordinate schedules, meetings, and appointments for team members., • Utilize Microsoft Office software to create reports, presentations, and correspondence., • Maintain a business casual appearance while representing the company., • Collaborate with team members to ensure tasks are completed efficiently and deadlines are met., • Uphold confidentiality standards when handling sensitive information., • Adapt to a fast-paced work environment with a positive attitude and willingness to learn.• Previous experience in administrative or office support roles is preferred., • Proficiency in Office tools, including Word, Excel, and Outlook., • Strong verbal and written communication skills to handle client and team interactions effectively., • Exceptional organizational abilities and attention to detail., • Ability to manage multiple tasks simultaneously and prioritize responsibilities., • Comfortable working in an in-office setting with a business casual dress code., • Open to recent graduates who demonstrate enthusiasm and a willingness to learn., • All candidates are required to undergo a background screening prior to starting.