Finance Team Assistant

NOW HIRING: FINANCE Team ASSISTANT IN PORTSMOUTH, VA!

Pay: $19.00 - $23.00 per hour, depending on experience

Schedule: Monday through Friday, 8:30 AM - 5:00 PM

Benefits: Weekly Pay, Medical, Dental, Vision

The Lee Group is seeking a detail-oriented Finance Team Assistant for a valued client in Portsmouth, VA. This position works closely with the Bookkeeper and supports bookkeeping, accounts receivable, accounts payable, administrative, and clerical functions. The ideal candidate is organized, dependable, and committed to accuracy while thriving in a collaborative office environment.

Job Responsibilities of Finance Team Assistant

• Create customer invoices, obtain approvals, and distribute invoices with all required supporting documentation.
• Upload invoices and supporting documents to customer invoicing platforms when required.
• Track and fulfill customer invoicing requirements, including photographs, forms, and signatures.
• Verify material sourcing and sales tax information before exporting invoices.
• Maintain current sales tax exemption records and ensure compliance.
• Send monthly customer statements and communicate regarding payment status.
• Process customer payments, deposit checks, and resolve payment discrepancies.
• Enter accounts payable transactions and credit card receipts into accounting software.
• Scan, upload, and maintain supporting financial documentation.
• Maintain timely and accurate filing of job records.
• Retrieve and distribute mail from the post office box daily.
• Update customer contact and address information within company systems.
• Update pricing and costing information in the company price book.
• Assist with annual business license preparation and filing.
• Perform additional duties as assigned to support operational goals.

Job Qualifications of Finance Team Assistant

• Strong written and verbal communication skills.
• Excellent organizational and problem-solving abilities.
• Proficiency with QuickBooks Online and Microsoft 365, particularly Excel.
• Ability to understand and apply basic accounting and financial procedures.
• Ability to perform work accurately, efficiently, and with strong attention to detail.
• Valid driver's license with a good driving record.
• Demonstrated persistence, professionalism, and commitment to completing tasks thoroughly.
• Ability to work effectively as part of a team while maintaining accountability for individual responsibilities.
• Eagerness to learn new processes and continuously improve performance.

Working Conditions & Physical Requirements of Finance Team Assistant

• Primarily office-based environment.
• Regular use of computers, phones, and standard office equipment.
• Ability to sit, stand, walk, bend, and reach throughout the workday.
• Occasional lifting of files, office supplies, and materials up to 25 pounds.
• Ability to maintain attention to detail while managing multiple priorities and deadlines.

About The Lee Group

The Lee Group is driven by our purpose and passion - Aligning Talent, Growing Businesses, and Changing Lives! We believe the right job can change a family's future and the right employee can transform a business. For more than 50 years, we have been committed to putting the right people in the right seats.

We are guided by our Core Values:

• We are purpose driven to change people's lives.
• We are approachable and genuine, with a great sense of fun.
• We are authentic straight shooters, unafraid of the truth.
• We get it, our business and our customers.
• We get it right!

Work with us and let over 50 years of experience work for you!

The Lee Group is proud to be an equal opportunity and affirmative action employer regardless of race, color, gender, age, sexual orientation, gender identity, religious beliefs, marital status, genetic information, national origin, disability, or protected veteran status.