Financial Onboarding Specialist

A company is looking for a Financial Onboarding and Processing Specialist to facilitate the efficient operation of the assigned department through clerical and administrative tasks.

Key Responsibilities

Process client financial statements and complete onboarding of new Financial Coach accounts

Work with clients to establish foundational structures in accounting software

Maintain client files and update Financial Coach resources as directed

Required Qualifications

Experience in accounting, including accounts payable, accounts receivable, and bookkeeping

Proven ability to handle administrative inquiries and resolve questions

Familiarity with financial reporting and data retrieval

Ability to work flexible hours, including some evenings and weekends

Proficiency in using various tools and resources as specified