Ohana Fiduciary Corporation Financial Assistant Remote · Full time Company website

Apply for Financial Assistant

Ohana is a Washington State chartered Trust Company and Certified Professional Conservatorship/Guardianship Agency. We provide customized services designed to meet the needs of people who require assistance with their financial affairs and/or personal care. Formed in 2007, Ohana started as a family-owned business and has grown into one of the leading fiduciary service firms in the greater Seattle area. We provide a collegial, team-oriented work atmosphere. We are a career-oriented employer, providing job opportunities which support career growth in the professional fiduciary industry.

The Role

As a Financial Assistant at Ohana Fiduciary Corporation, you will play a crucial role in supporting our financial team. You will assist in managing financial records, processing transactions, and ensuring compliance with financial regulations. Your attention to detail and organizational skills will help maintain the integrity of our financial operations.

What You'll Do

- Assist in the preparation and maintenance of financial records and reports.

- Process invoices, payments, and other financial transactions accurately and promptly.

- Support the financial team in budgeting and forecasting activities.

- Ensure compliance with financial regulations and internal policies.

- Communicate effectively with clients and team members regarding financial matters.

- Perform data entry and maintain financial databases with precision.

- Assist in the preparation of tax documents and financial statements.

What We're Looking For

- Proven experience in a financial support role or similar position.

- Strong attention to detail and accuracy in financial data management.

- Proficiency in financial software and Microsoft Office Suite.

- Excellent organizational and time management skills.

Nice to Have

- Familiarity with trust and estate management.

- Experience in customer service or client relations.

- Knowledge of financial regulations and compliance standards.

This is a full-time position with opportunities for remote work. We welcome applicants from diverse backgrounds and experiences. If you are passionate about finance and eager to contribute to a supportive team, we encourage you to apply.