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Administrative Assistant

Equiliem
United States, North Carolina, Charlotte
Remote Worksite (Show on map)
Feb 25, 2025
Position: Financial Assistant

Location: Charlotte, NC (On-site)

Classification: Contract-to-hire, 35 hours per week

Schedule: Monday - Friday, 8:30 AM - 4:30 PM

Position Overview:

The Financial Assistant plays a critical role in managing the organization's financial transactions, including contributions, accounts payable, accounts receivable, and cash receipts. This position ensures accurate record-keeping, timely processing of payments, and financial reporting, while maintaining confidentiality and upholding the integrity of financial data.


Qualifications:

  • Associate degree or higher in accounting, finance, or a related field.
  • Minimum of three years of bookkeeping experience.
  • Experience with Client/Realm software preferred.
  • Proficiency in Microsoft Office Suite, with strong Excel skills (VLOOKUP and Pivot Tables prefferred).
  • Excellent written and verbal communication skills.
  • Strong attention to detail, organizational skills, and the ability to multitask in a dynamic environment.
  • Ability to handle sensitive financial and personal information with discretion.
  • Experience working in a church or faith-based organization is a plus.


Primary Responsibilities:
Contribution Management:

  • Accurately record and maintain member contribution records.
  • Update and reconcile contribution data with the general ledger.
  • Generate and distribute contribution statements.
  • Address member inquiries regarding contributions and provide necessary adjustments.


Accounts Payable and Receivable:

  • Review invoices and check requests for proper approval and coding.
  • Process invoices and payments in a timely manner.
  • Generate and distribute payment checks.
  • Communicate with vendors and parishioners regarding payment inquiries.
  • Generate and distribute facility use invoices.
  • Record and apply payments to accounts.


Other Receipts & Deposits:

  • Collect, count, and record miscellaneous receipts.
  • Maintain accurate petty cash records.
  • Assist in counting loose offerings and preparing deposits.
  • Process remote check deposits and manage cash deposits at the bank.


Annual Stewardship Campaign Support:

  • Record member pledges and maintain accurate records.
  • Generate financial reports as requested.


Administrative Support:

  • Attend weekly staff meetings and monthly Finance Team meetings.
  • Assist auditors with financial documentation during the annual audit.
  • Provide phone coverage and general administrative support as needed.



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