What are the responsibilities and job description for the Financial Admin position at BCForward?
Job Description
Job Description
The Financial Administrative Assistant will report to the company's financial advisement division. This position is with a highly respected Estate Planning Law Firm. Job duties will include responsibilities involving completing the administrative side of financial planning for clients.
Position Details :
- Financial Reporting; Preparing and processing financial statements, balance sheets, and tax returns.
- Monitoring and interpreting cash flows and predicting future trends.
- Schedule meetings between clients and financial planner.
- Communicating with clients to find out their financial needs and goals.
- Keep client's information up to date in the system.
- Assist in preparing reports and client communication.
- Other duties as assigned
Additional Details :
Experience / Skills :
Company Description
About BCforward :
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.
BCforward is an equal opportunity employer.
Company Description
About BCforward : Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.
