Financial Assistant

Manage bank operations and compliance documentation with a strong focus on accuracy, confidentiality, and workflow improvement.

• Bank account administration: Oversee business and related personal bank accounts; communicate and coordinate with banks and external partners
• Cash processing: Process daily cash receipts and disbursements
• Recordkeeping: Maintain cash logs; collect, sort, and organize bank records, expense reports, and payment supporting documents
• Bank reporting & verification support: Compile and package complete bank and cash source records; coordinate document verification and fulfill document requests as needed
• Tax compliance & corporate governance document workflows: Support drafting documentation; manage version control, approval tracking, secure filing, and log management for high-priority items
• Information validation & archives: Validate information on cash and compliance records; track approval workflows; maintain complete, traceable, and confidential corporate archives
• Process improvement: Assist in building workflows for cash management and compliance document management; identify bottlenecks, implement improvements, and document standardized procedures
• Ad-hoc support: Complete other cash and compliance assignments as requested

Requirements

• Foundational financial literacy: Basic financial literacy, strong numerical sense, and clear logical thinking
• Independent organization: Ability to organize bank records and formal compliance documents independently
• Detail orientation: Detail-oriented with strong multitasking to handle bank/cash tasks, document administration, and workflow implementation concurrently
• Confidentiality: Strict confidentiality and ability to safeguard sensitive business information including cash records, tax records, and entity structure documents
• Language: Fluency in Mandarin is a plus
• English communication: Proficient in written and spoken English for communication with US banks and local partners
• Approach to challenges: Open-minded and solution-oriented when facing challenges

Compensation & Location

• On-site: Irving, TX
• Work model: In person
• Full-time
• Salary: USD 80,000 to 83,000 per year
• Reporting line: Board of Directors

Work Focus

• ~50%: Bank and cash operations
• ~50%: Corporate governance document management and workflow improvement

Benefits

• Medical, dental, and vision insurance
• 401(k) company match
• 10 paid company holidays
• PTO: 15 days for 0–1 years, 17 days for 2–5 years, 20 days starting year 6
• Complimentary gym membership
• Life insurance
• Employee discount
• Paid sick time

How Work Is Structured

• Cash operations and document review are separated
• All cash logs and compliance records are reviewed monthly

Hiring Process

• Resume screening
• Video first interview
• On-site written test at Irving office
• Final on-site interview
• Offer