Financial Assistant Job Description, Duties & Skills

Financial Assistant Job Description

A financial assistant is responsible for the day-to-day tasks in a financial department, for example, ensuring that the organisation has their bookkeeping in order for budgets and taxes. Preparing balance sheets, entering data into the system and updating financial records are some of the tasks involved.

  • Financial Assistant Work Duties / Responsibilities
  • Prepare balance sheets.
  • Process tax payments.
  • Support monthly payroll and keep organised records.
  • Record accounts payable and accounts receivable
  • Processing and preparing financial statements.
  • Overseeing client accounts.
  • Creating, sending, and following up on invoices.
  • Collecting and reviewing data for reports.

Financial Assistant Qualifications / Requirements

Even though most Finance Assistants have a college degree, the good news is that it's possible to become one with only a second level certificate. Accounting Technicians Ireland provide qualifications designed specifically for the profession and can be undertaken from post second level education. Relevant work experience alongside a qualification will aid applications and increase job prospects.

Financial Assistant Key Skills

  • Good knowledge of accounting and bookkeeping procedures
  • Strong mathematical skills
  • Dynamic problem-solving skills
  • Familiarity with accounting software
  • Amazing time management skills
  • Ability to work independently and on a team
  • Incredible attention to detail to catch errors


Financial Assistant Employers

Finance assistants are often employed in the Finance & Accounting department of businesses, government agencies, non-profit organisations, schools and universities, hospitals, as well as many other types of organisations. They may also be employed by:

  • Securities brokerages
  • Insurance brokerages
  • Financial services offices
  • Law offices
  • Real estate brokerages 

Financial Assistant Related Job Titles

  • Payroll Manager
  • Accounts Assistant
  • Audit Associate
  • Financial Assistant
  • General Ledger Accountant
  • Junior Financial Analyst

Get in touch if you would like to further or begin your accounting career.





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