Office Administration

Office Administration Finance Jobs

5 jobs found

Today

Associate Financial Representative

Northwestern Mutual-Dosch Wealth Management Zanesville, OH

Zanesville, OH

Today

$35k - $50k/yr Full time Associate Financial Representative Client Relations Client Service

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Job Description

The Associate Financial Representative (AFR) role at Northwestern Mutual-Dosch Wealth Management supports client service and helps drive smooth day-to-day office operations. The position provides responsive assistance to clients and practical support to advisors to keep Dosch Wealth Management’s workflow organized and on track.

Role Overview

As an AFR, you will maintain organized administrative and operational follow-through within the office. The role focuses on consistent support, timely communication, and helping ensure daily processes are handled reliably for both clients and advisors.

Key Responsibilities

Provide responsive service to clients
Support advisors within the office
Help keep daily workflow and office operations organized
Deliver consistent follow-through on administrative and operational needs

Required Qualifications

Associate’s Degree (minimum)
Health and Life license preferred, or ability to obtain licensing within 6 months of employment
Experience in administrative support or customer service, preferably in the financial services, insurance, or investment industry
Excellent oral and written communication skills
Comfortable and skilled with incoming and outgoing client calls
Familiarity with Microsoft applications, data entry, and information retrieval software
Strong organizational and time management skills, with the ability to multitask, set priorities, and meet deadlines
Careful attention to detail with a high degree of accuracy
Ability to proactively identify what needs to be accomplished and take appropriate action
Interest in continuous learning
Ability to embrace change and work in a fast-paced environment
Ability to work independently and as part of a team
Ability to maintain confidentiality
Background check and fingerprinting required

Technologies and Tools

Microsoft applications
Data entry
Information retrieval software

Compensation and Employment Details

Job type: Full-time
Location: Zanesville, OH (in person)
Schedule: Monday to Friday, 8:00am to 4:30pm
Work setup: One location, in person; remote work not available
Pay: USD 35,000 to 50,000 per year

Benefits

Retirement Plan with Match
Life and Disability Insurance Provided
Health Insurance Available
Dental Insurance Available
Vision Insurance Available
Professional Development Assistance
Paid time off

Benefit Eligibility

Only full-time employees are eligible for benefits.

Additional Information

For more details about Dosch Wealth Management, visit: www.doschwealthmanagement.com.

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8d ago

Office Manager – Accounting & Finance

Grenz Benefit Solutions & Administrators Roseville, CA

Roseville, CA

8d ago

$30 - $36/hr Full time Manager Accounting Hr Technology

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Job Description

Grenz Benefit Solutions & Administrators is seeking an Office Manager with a strong accounting background to help run day-to-day financial operations and keep the office functioning efficiently. This onsite role in Roseville, CA supports both internal workflows and a remote accounting setup, with direct ownership of cash flow, deposits, payroll processing, and office administration.

You will coordinate weekly banking activities across approximately 20 bank accounts, manage payment processing, and serve as a primary contact for the owners and the outside accounting firm. The position also includes maintaining accurate financial and personnel documentation, supporting onboarding and offboarding, and coordinating routine office needs.

Key Responsibilities

Receive, log, scan, and route incoming checks and ACH payments for posting.
Prepare and complete weekly bank deposits.
Review daily positive pay activity and prepare items for owner approval.
Process company bill payments and manage corporate American Express payments twice weekly.
Monitor transactions and balances across approximately 20 bank accounts.
Research and verify check payments, cleared checks, and payment inquiries from clients, vendors, and employees.
Identify discrepancies, investigate unusual transactions, and help keep financial records accurate and up to date.
Maintain organized financial documentation and support efficient accounting workflows.
Process payroll accurately and on schedule.
Coordinate employee onboarding and offboarding documentation.
Maintain confidential and organized personnel records and handle sensitive payroll and employee information with discretion.
Respond to routine employee questions and route more complex matters to the appropriate person.
Coordinate daily workflows, priorities, and deadlines with the owners.
Serve as the primary day-to-day contact for the outside accounting firm and remote bookkeeping support.
Coordinate office supplies, equipment, vendors, and general office needs.
Maintain clear, documented procedures to support consistency and business continuity.
Help identify opportunities to improve administrative processes and keep the office operating smoothly.

Requirements

3–5+ years of hands-on accounting or bookkeeping experience, including accounts receivable, accounts payable, deposits, and banking transactions.
Strong working knowledge of QuickBooks.
Advanced Excel skills, including lookup functions, pivot tables, and managing large spreadsheets.
Experience processing payroll accurately and consistently.
Experience managing multiple bank accounts and online banking platforms.
Strong organizational skills and exceptional attention to detail.
Clear, professional communication skills and ability to collaborate with in-office and remote team members.
High level of integrity and discretion when handling financial, employee, and confidential client information.

Technologies

QuickBooks
Excel

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Experience with positive pay, bank fraud prevention, or other banking controls.
Experience in employee benefits, insurance, or third-party administration.
Familiarity with California payroll and employment requirements.
Associate or bachelor’s degree in accounting, business, or related field.

Pay: $30.00 to $36.00 per hour

Expected Hours: 40.0 to 50.0 per week

Work Location: In person

Ability to Commute: Roseville, CA 95678 (Required)

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1mo ago

Finance (Accounts Receivable and Medical Billing) Administrative Assistant

Creative Solutions for Hope Costa Mesa, CA

Costa Mesa, CA

1mo ago Closed

$20+/hr Full time Accounting Accounting Operations Accounts Receivable

This position is no longer accepting applications (closed Oct 26, 2026).

Job Description

Creative Solutions for Hope is hiring a full-time Finance Administrative Assistant to support the finance department with accounts receivable and medical billing in a hands-on, onsite role in Costa Mesa, CA. This position includes comprehensive training designed to build your foundation in finance operations, medical billing workflows, and accounts receivable processes.

Role focus

Provide administrative support to the finance department.
Build practical knowledge in medical billing and accounts receivable through structured training.
Strengthen problem-solving skills and contribute to team outcomes.
Use learning opportunities actively, including seeking feedback to improve performance.

Schedule and work setting

Work location: In person (onsite)
Availability: Monday to Friday, 8:00 AM to 5:00 PM

Qualifications

At least 18 years of age
High school diploma or equivalent
Typing proficiency of 40 to 50 words per minute
Strong communication skills, with ability to read, write, and communicate effectively in English
Proficient with Microsoft Office applications
Proficient with Microsoft Windows
Proficient with Microsoft Excel

Experience requirements

Microsoft Office: 3 years (Required)
Microsoft Excel: 3 years (Required)
Microsoft Windows: 2 years (Required)
Accounting: 1 year (Preferred)

Technologies

Microsoft Office
Microsoft Windows
Microsoft Excel

Compensation and education

Pay: USD $20.00 per hour
Job type: Full-time
Education: High school diploma or equivalent
Location: Costa Mesa, CA (onsite)

Benefits

Comprehensive Medical, Dental, and Vision coverage (for full-time employees)
401(k) match
Paid Vacation and Sick Time
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application screening question

Are you able to work Monday through Friday from 8:00 AM to 5:00 PM?

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1mo ago

Financial Services Administrative Assistant

Odyssey Wealth Management Group, LLC Spencer, MA

Spencer, MA

1mo ago Closed

$18 - $20/hr Part time Administrative Assistant Administrative Support Financial Services

This position is no longer accepting applications (closed Oct 25, 2026).

Job Description

Flexible part-time schedule and paid time off are available with this onsite role at Odyssey Wealth Management Group, LLC in Spencer, MA. You will help keep daily office operations running smoothly while supporting client-facing and internal administrative needs.

Responsibilities

Provide administrative support to help ensure efficient operation of the office
Answer and direct phone calls in a polite and professional manner
Coordinate and schedule appointments and meetings
Prepare and distribute correspondence, memos, and forms
Assist in the preparation of regularly scheduled reports
Maintain filing systems and organize documents
Order office supplies and maintain inventory
Manage the CRM
Perform data entry and update databases
Assist with project coordination and tracking

Requirements

Proven experience as an administrative assistant or relevant role
Excellent typing skills and strong computer literacy, including proficiency in Microsoft Office365
Strong organizational skills with the ability to multitask and prioritize tasks
Attention to detail and problem-solving skills
Excellent written and verbal communication skills
Professional phone etiquette and client service skills
Financial services industry experience is a plus
Federal Background check is mandatory
Must be willing and able to pass a FINRA background check (application question)
Client services experience: 2 years (Required)
Financial services experience: 2 years (Preferred)

Benefits

Flexible schedule
Paid time off

Location: Spencer, MA (onsite)
Schedule: Part-time
Compensation: $18.00 - $20.00 per hour

Technology: Microsoft Office365

Additional information:
Securities, insurance and investment advisory services are offered through OSAIC Wealth, Inc., a Member FINRA/SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, who is not affiliated with Osaic Wealth, Inc.

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1mo ago

Receptionist / Finance Administrative Assistant

National Highway Products, Inc Millville, NJ

Millville, NJ

1mo ago Closed

$17 - $19/hr Full time Accounting Administrative Assistant Administrative Support

This position is no longer accepting applications (closed Oct 23, 2026).

Job Description

The Receptionist / Finance Administrative Assistant role at National Highway Products, Inc. is an on-site, full-time position in Millville, NJ, combining front-desk responsibilities with targeted administrative support for the financial department. The schedule is Monday through Friday, 8:00 AM to 5:00 PM.

Role Overview

This position manages the front desk while providing day-to-day administrative assistance that supports finance workflows, including customer invoice documentation, mail handling, record organization, and support for Accounts Payable and Accounts Receivable activities.

Key Responsibilities

Greet customers, vendors, applicants, and visitors, and direct them to the appropriate contacts.
Answer and route incoming calls using a multi-line phone system.
Support customers with order pickups, paperwork, and payment processing.
Receive, sort, and distribute incoming mail, packages, and deliveries.
Email and mail customer invoices and supporting purchase order documentation.
Assist with invoice and purchase order research and maintain accurate customer information.
Provide filing and administrative support to Accounts Payable and Accounts Receivable.
Organize records by creating files and labels, preparing year-end files, and maintaining accurate documentation.
Review and enter driver log information and maintain organized records.
Assist with job applications and route completed applications to the appropriate managers.
Maintain a clean, organized, and professional front desk and reception area.
Provide general administrative support to departments across NHP.
During slower periods, take initiative on additional projects such as filing, organization, data entry, or other assigned tasks.

Required Qualifications

Dependable and punctual, able to work Monday–Friday (8:00 AM–5:00 PM) consistently.
Professional, friendly demeanor and comfort interacting with a wide range of people.
Strong organizational skills and attention to detail.
Ability to multitask and adjust priorities throughout the day.
Self-motivated approach with a willingness to seek additional work when primary responsibilities are complete.
Comfort working independently without needing constant direction.
Strong communication and listening skills.
Comfort using computers, email, Microsoft Office programs, and learning company software.
High school diploma/GED or higher required.
Ability to sit for extended periods and occasionally stand for filing.

Technology and Tools

Multi-line phone system
Email
Microsoft Office

Compensation and Schedule

On-site, full-time employment in Millville, NJ
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Hourly pay: USD 17–19

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Equal Opportunity Survey (Optional)

NHP, Inc. is an equal opportunity employer. A short, voluntary survey is available; responses are confidential, not shared with hiring managers, and will not affect your application. Complete the survey here: https://forms.gle/QnGWDNZYX3cXJfhU7.

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Office Administration Finance Jobs

Associate Financial Representative

Office Manager – Accounting & Finance

Finance (Accounts Receivable and Medical Billing) Administrative Assistant

Financial Services Administrative Assistant

Receptionist / Finance Administrative Assistant

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