Financial Coordinator / Assistant
Location: Premier Office Space Location in New Canaan, CT (Job will entail both In-Office & Remote)
Company: Boutique Financial Consulting Firm
Schedule: Part-Time with Opportunity to Transition to Full-Time
We are a boutique financial consulting firm based in New Canaan, CT, seeking a highly organized and detail-oriented Financial Coordinator / Assistant to support our team with file processing, underwriting support, and operational coordination.
This role will begin part-time, with the intention to transition to full-time. The position will be in our New Canaan Office and will also include remote work. Candidate should be located within a close proximity to NEW CANAAN, CT.
Responsibilities
- Process, organize, and track financial files and documentation
- Assist with financial underwriting and basic financial analysis
- Review documents for accuracy, completeness, and compliance
- Maintain organized digital and physical filing systems
- Track deadlines and follow up on outstanding items
- Provide general administrative and coordination support to the firm
Preferred Qualifications
- Background in financial services, lending, underwriting, accounting, or consulting preferred
- Financial underwriting and/or analysis skills are a strong plus
- Extremely organized with strong attention to detail
- Comfortable handling confidential financial information
- Proficient in Microsoft Excel, Outlook and document management tools
- Strong communication skills and follow-through
- Self-starter who can work independently, especially in a remote setting
Position Details
- Schedule: Part-time with the intention to transition to full time.
- Work Location: In Office in New Canaan, CT and some remote work as well.
- Compensation: Commensurate with experience
How to Apply
Please submit your resume and a brief note outlining your relevant experience and availability.
Pay: $25.00 - $36.90 per hour
Work Location: Hybrid remote in New Canaan, CT 06840
