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Finance/administrative assistant skills for your resume and career

Updated January 8, 2025
6 min read
Quoted experts
Dr. Mike Peterson Ph.D.,
Anne McConnell Ph.D.
Finance/administrative assistant example skills
Below we've compiled a list of the most critical finance/administrative assistant skills. We ranked the top skills for finance/administrative assistants based on the percentage of resumes they appeared on. For example, 10.6% of finance/administrative assistant resumes contained data entry as a skill. Continue reading to find out what skills a finance/administrative assistant needs to be successful in the workplace.

15 finance/administrative assistant skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how finance/administrative assistants use data entry:
  • Created PowerPoint presentations including importing graphics, inputting and pivoting MS Excel spreadsheets and data entry of corresponding information.
  • Reduced administrative workload two hours a day by improving complex actuarial formula data entry.

2. PowerPoint

Here's how finance/administrative assistants use powerpoint:
  • Enabled Director of Finance to successfully conduct strategic business meetings by analyzing data, facilitating meetings, and creating PowerPoint presentations.
  • Worked closely with consultants to ensure timely dissemination of information via PowerPoint and timely arrival of materials to clients.

3. Travel Arrangements

Here's how finance/administrative assistants use travel arrangements:
  • Coordinated consultants domestic & international travel arrangements, ensuring all documents and materials were delivered prior to destination.
  • Assisted with domestic and international travel arrangements, including airline bookings, ground transportation and hotel accommodations.

4. Purchase Orders

Here's how finance/administrative assistants use purchase orders:
  • Originated and administered spreadsheet-based purchase order system for monitoring of janitorial supplies purchased by properties cleaned.
  • Forward to Finance Director all requisitions and purchase orders for authorization and signature.

5. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance/administrative assistants use financial aid:
  • Assisted in areas such as completing financial aid applications and forms and determining eligibility requirements with a high degree of confidentiality.
  • Assist prospective students with financial aid applications, read incoming correspondence and file appropriately, retrieved\file materials in student records.

6. Expense Reports

Here's how finance/administrative assistants use expense reports:
  • Provide extensive calendar management, customer meeting coordination, domestic and international travel coordination, and submission of related expense reports.
  • Supported six executives in calendar management, domestic and international travel, expense reports, and correspondence and business/personal matters.

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7. Office Equipment

Here's how finance/administrative assistants use office equipment:
  • Operated mainframe computer systems and associated software and applications in addition to other office equipment.
  • Purchased office equipment and inventoried supplies.

8. Provides Administrative Support

Here's how finance/administrative assistants use provides administrative support:
  • Manage Executive member of management schedule and provides administrative support to alternate management as well as clients.
  • Position provides administrative support to managers, directors and vice presidents and executive vice presidents.

9. Administrative Tasks

Here's how finance/administrative assistants use administrative tasks:
  • Managed several administrative tasks for several project analysts in regard to scheduling meetings, video teleconferencing and travel assignments.
  • Provide assistance to Branch managers or other Financial officers with proper communication as well as coordination for administrative tasks

10. Word Processing

Here's how finance/administrative assistants use word processing:
  • Prepare reports, letters, and other documents, using word processing, spreadsheet, database, Adobe or presentation software.
  • Operate phone systems, and use computers for spreadsheet, word processing, database management, and other applications.

11. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how finance/administrative assistants use credit card:
  • Facilitated strong communication and coordination with credit card operations and international agency travel for federal employees.
  • Assisted in budgeting and financial management, credit card reconciliation, and other administrative activities.

12. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how finance/administrative assistants use telephone calls:
  • Handle telephone calls and responds to other inquiries and/or requests for research reports as well as researching account inquires and/or problems.
  • Carry out the calls for the recruitment of the necessary personnel through the newspaper, telephone calls and social networks.

13. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how finance/administrative assistants use journal entries:
  • Process Mail, entering journal entries, processing insurance claims, process payroll for Northeast Regional school, make daily deposits.
  • Conduct online banking transactions such as Wire and Book transfers, daily journal entries, maintain accurate balances on all accounts.

14. QuickBooks

Here's how finance/administrative assistants use quickbooks:
  • Generated individual financial reports for analysis required semi-annually by 4 departments within the organization through QuickBooks.
  • Generated financial reports for company accountant and input invoices into QuickBooks.

15. Clerical Support

Clerical support performs activities that must be done in every workplace in order to support the company going forward. These duties, which come within the category of clerical support, are typically delegated to entry-level employees since they are simple and easy to learn. Even though clerical duties like printing and filing are easy, they require time and in many instances, other workers are preoccupied with other activities and unable to keep up with all that needs to be accomplished. As a result, many businesses employ clerical support staff who are solely responsible for these duties.

Here's how finance/administrative assistants use clerical support:
  • General administration/clerical support including photocopying, mail-outs, stationery and equipment supplies and filing.
  • Performed other clerical support duties as appointed by E-pharmacy Division Supervisor.
top-skills

What skills help Finance/Administrative Assistants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance/administrative assistant resumes?

Dr. Mike Peterson Ph.D.Dr. Mike Peterson Ph.D. LinkedIn profile

Department Chair and Associate Professor of English, Dixie State University

Writing skills have always been valued by employers, but anything that shows an ability to write, produce, or communicate in digital spaces will stand out. While employers are becoming increasingly comfortable having employees work and collaborate digitally (from home or elsewhere), they may still be reluctant to train employees how to do that. They want to see evidence that applicants will know how to use technology and stay productive without extensive training and without a supervisor having to stand behind them. That isn't to say training won't take place, but employers want to use their valuable time and resources training employees on their own systems, policies, and procedures; they don't want to have to show new-hires how to use Zoom, how to format a memo, how to write an email, or how to co-edit a document using OneDrive.

What finance/administrative assistant skills would you recommend for someone trying to advance their career?

Anne McConnell Ph.D.

Professor, West Virginia State University

I would encourage someone taking a gap year to branch out, seeking work experiences and employment situations that expose them to new skills and allow them to interact with a diverse set of people. Sometimes we find ourselves in a bubble-communicating with the same people, who tend to share the same ideas-and a gap year provides the opportunity to extend beyond that. Employers value employees who have open, flexible minds, and seeking out experiences that demonstrate that openness can be helpful.

What type of skills will young finance/administrative assistants need?

Angela Robbins Ph.D.Angela Robbins Ph.D. LinkedIn profile

Associate Professor of History, Meredith College

History majors are in high demand in government, business, and non-profits because of the knowledge and skills they gain in the classroom. History majors, in particular, are especially good at contextualizing-that is, explaining how an event or discussion fits within the big picture. This includes how things that are going on today-such as the Capitol riot on January 6-connects to the Constitution, the balance of powers, the way democracy works, and related issues such as the implications of propaganda and misinformation. This goes well beyond merely expressing an opinion or debating two sides of an issue. Students of history do their research and practice skills of analysis, collecting and scrutinizing evidence rather than taking something at face value or only relying on a single source. We take sources apart to evaluate the credentials of their creators and search for bias. We examine sources from various creators so we take into account multiple experiences and points of view. Then we synthesize-or bring the sources together-in order to communicate what it all means. These skills are desired by employers and translate well into many careers and work environments. Seeking good evidence to answer questions and solve problems, whether that's in the classroom today or working with clients later, is a skill that employers highly value.

Students are practicing other skills that are necessary to success in the workplace, whether that will be in person or online. Time management, seeing a project through from start to finish, hosting and contributing to meetings, working on a team-whether it's two people or ten-and creating appropriate types of presentations to communicate ideas are all things our students can tell their employers they will come in with so they can hit the ground running. In addition, our majors develop self-awareness, empathy, and an appreciation of diverse opinions and approaches to problems through investigation of the life experiences of historical figures and their classroom discussions with classmates. Certainly, every employer wants you to learn the specifics within their sector, but these skills are fairly universal and will benefit majors as they move from the classroom to career.

What technical skills for a finance/administrative assistant stand out to employers?

Christi Patton Luks

Professor (NTT) and Associate Chair for Academic Affairs, Missouri University of Science & Technology

I've always felt that the most important thing we teach our students is problem-solving skills. The students who can readily relate the theory to their practical experience to develop new solutions are the most valuable. Engineering students that are active on design teams or took advantage of internships and co-ops are in great position for this.

What soft skills should all finance/administrative assistants possess?

Brandy BaileyBrandy Bailey LinkedIn profile

Career Coach, Ohio University - Lancaster Campus

Soft skills may vary depending on the employer, industry, and personal opinions. My biggest ones are communication skills, adaptability, self-awareness, teamwork, problem-solving, intercultural competency, creativity or innovation, and time management.

List of finance/administrative assistant skills to add to your resume

Finance/administrative assistant skills

The most important skills for a finance/administrative assistant resume and required skills for a finance/administrative assistant to have include:

  • Data Entry
  • PowerPoint
  • Travel Arrangements
  • Purchase Orders
  • Financial Aid
  • Expense Reports
  • Office Equipment
  • Provides Administrative Support
  • Administrative Tasks
  • Word Processing
  • Credit Card
  • Telephone Calls
  • Journal Entries
  • QuickBooks
  • Clerical Support
  • FAFSA
  • General Ledger
  • Financial Data
  • Event Planning
  • Human Resources
  • Administrative Functions
  • Meeting Minutes
  • Bank Deposits
  • Scheduling Appointments
  • Accounts Receivables
  • Conference Calls
  • Office Management
  • Bank Reconciliations
  • Accounts Payables
  • Office Operations
  • Financial Transactions
  • Bank Statements
  • Life Insurance
  • Bank Accounts
  • Budget Preparation
  • Computer System
  • ACH
  • Vendor Invoices
  • Administrative Assistance
  • Wire Transfers
  • Medicare
  • ADP
  • Fixed Assets
  • PeopleSoft
  • Financial Reports
  • IRS
  • Annuities

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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