Financial Assistant

We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in financial services or administrative support.

Key Responsibilities:

• Bank Statement Scrubbing:

  • Review, analyze, and organize bank statements to identify relevant financial information.

  • Accurately extract and record data such as deposits, expenses, and cash flow for funding assessment.

  • Ensure all financial documents are complete, accurate, and free of discrepancies.

• Client Communication & Support:

  • Engage with clients via phone, email, or chat ...