Financial Records Specialist

$73,110 - $91,460/Yr

Diamond Financial Group - Salinas, CA

Part-time,Full-time - Entry Level

Remote - Salinas, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Financial Records Specialist at Diamond Financial Group is responsible for managing and organizing financial documentation, ensuring accuracy and compliance. This role involves supporting tax preparation processes and assisting clients in understanding their financial documentation needs, fostering strong relationships built on trust and transparency.

Responsibilities

• Maintain comprehensive and accurate records of financial transactions, receipts, and supporting documentation.
• Collaborate with tax professionals to ensure all necessary records are available and accurate for tax filing.
• Ensure that all financial records comply with legal and regulatory standards.
• Review and analyze financial data to identify trends, inconsistencies, and opportunities for improvement.
• Assist clients in organizing and understanding their financial records, providing guidance on best practices.
• Work with other team members to streamline processes and enhance client service.
• Recommend and implement improvements to the financial records management system.
• Prepare detailed reports and summaries for internal and client use.
• Uphold strict confidentiality and data security measures.

Requirements

• Bachelor's degree in accounting, finance, or a related field preferred; equivalent experience will be considered.
• 3+ years of experience in financial recordkeeping, bookkeeping, or related roles.
• Proficient in financial management software (e.g., QuickBooks, Xero) and advanced knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Exceptional organizational skills with the ability to manage and audit large volumes of data accurately.
• Excellent verbal and written communication skills to effectively interact with clients and team members.
• Familiarity with financial regulations, tax documentation, and confidentiality protocols.
• Demonstrated ability to analyze financial data and provide actionable insights.
• Ability to manage multiple priorities in a fast-paced environment.

Nice-to-haves

• Financial Software Proficiency
• Advanced Investment Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Benefits

• Professional development assistance
• Referral program
• Commission pay