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Envision, LLC
Financial Administrative AssistantEnvision, LLC • Saint Louis, MO, US
Financial Administrative Assistant

Financial Administrative Assistant

Envision, LLC • Saint Louis, MO, US
4 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Key Responsibilities
Administrative & Coordination

  • Provide day-to-day administrative support to leaders and the broader team (calendar management, meeting scheduling, note-taking, follow-ups).
  • Coordinate internal and external meetings, including agendas, materials, and logistics.
  • Track key deadlines, deliverables, and recurring business routines; follow up with stakeholders to ensure completion.
  • Maintain organized digital and physical filing systems for documents, contracts, and records.

Invoicing & Accounting Support

  • Perform light invoicing tasks, including:
    • Entering invoice data into systems/platforms.
    • Matching invoices to purchase orders or contracts where applicable.
    • Routing invoices for approval and tracking status.
  • Assist with basic expense tracking, coding, and reconciliation in partnership with Finance.
  • Support month-end or quarter-end administrative tasks (e.g., pulling reports, checking for missing invoices, validating simple totals).

Data Entry & Reporting

  • Accurately enter and update data in spreadsheets, trackers, and internal systems.
  • Regularly audit data for completeness, consistency, and accuracy.
  • Generate, update, and distribute recurring reports or dashboards (e.g., status trackers, simple performance summaries) as requested.

Travel & Event Coordination

  • Arrange domestic and occasional international travel (flights, hotels, ground transportation) in line with company policy and budget.
  • Prepare detailed travel itineraries and support last-minute changes or issues as needed.
  • Assist with planning small team events, workshops, and offsites, including venue research, logistics, and attendee coordination.


Skills & Qualifications
Required

  • 5+ years of experience in an administrative, coordinator, or operations support role (or equivalent).
  • Strong organization and time-management skills; able to handle multiple priorities and deadlines.
  • High attention to detail, especially in data entry, documents, and numbers.
  • Comfort with basic invoice processing, expense handling, or accounting support.
  • Proficiency with:
    • Microsoft Office / Google Workspace (Excel/Sheets, PowerPoint/Slides, Word/Docs).
    • Basic data entry and tracking using spreadsheets and/or business systems.
  • Excellent written and verbal communication skills; able to work professionally with internal and external partners.
  • Ability to handle confidential information with discretion and professionalism.

Preferred

  • Experience supporting invoicing, finance, legal, or procurement teams.
  • Familiarity with contract management, e-signature tools, or document management systems.
  • Experience in a fast-paced, matrixed corporate environment.

Key Competencies

  • Detail-Oriented: Spots errors and gaps in data, documents, and processes.
  • Reliable & Proactive: Anticipates needs, follows up without being asked, and closes loops.
  • Collaborative: Works well with cross-functional teams (Finance, Legal, Operations, etc.).
  • Problem Solver: Stays calm under pressure and finds practical solutions to day-to-day issues.

Key Responsibilities
Administrative & Coordination

  • Provide day-to-day administrative support to leaders and the broader team (calendar management, meeting scheduling, note-taking, follow-ups).
  • Coordinate internal and external meetings, including agendas, materials, and logistics.
  • Track key deadlines, deliverables, and recurring business routines; follow up with stakeholders to ensure completion.
  • Maintain organized digital and physical filing systems for documents, contracts, and records.

Invoicing & Accounting Support

  • Perform light invoicing tasks, including:
    • Entering invoice data into systems/platforms.
    • Matching invoices to purchase orders or contracts where applicable.
    • Routing invoices for approval and tracking status.
  • Assist with basic expense tracking, coding, and reconciliation in partnership with Finance.
  • Support month-end or quarter-end administrative tasks (e.g., pulling reports, checking for missing invoices, validating simple totals).

Data Entry & Reporting

  • Accurately enter and update data in spreadsheets, trackers, and internal systems.
  • Regularly audit data for completeness, consistency, and accuracy.
  • Generate, update, and distribute recurring reports or dashboards (e.g., status trackers, simple performance summaries) as requested.

Travel & Event Coordination

  • Arrange domestic and occasional international travel (flights, hotels, ground transportation) in line with company policy and budget.
  • Prepare detailed travel itineraries and support last-minute changes or issues as needed.
  • Assist with planning small team events, workshops, and offsites, including venue research, logistics, and attendee coordination.


Skills & Qualifications
Required

  • 5+ years of experience in an administrative, coordinator, or operations support role (or equivalent).
  • Strong organization and time-management skills; able to handle multiple priorities and deadlines.
  • High attention to detail, especially in data entry, documents, and numbers.
  • Comfort with basic invoice processing, expense handling, or accounting support.
  • Proficiency with:
    • Microsoft Office / Google Workspace (Excel/Sheets, PowerPoint/Slides, Word/Docs).
    • Basic data entry and tracking using spreadsheets and/or business systems.
  • Excellent written and verbal communication skills; able to work professionally with internal and external partners.
  • Ability to handle confidential information with discretion and professionalism.

Preferred

  • Experience supporting invoicing, finance, legal, or procurement teams.
  • Familiarity with contract management, e-signature tools, or document management systems.
  • Experience in a fast-paced, matrixed corporate environment.

Key Competencies

  • Detail-Oriented: Spots errors and gaps in data, documents, and processes.
  • Reliable & Proactive: Anticipates needs, follows up without being asked, and closes loops.
  • Collaborative: Works well with cross-functional teams (Finance, Legal, Operations, etc.).
  • Problem Solver: Stays calm under pressure and finds practical solutions to day-to-day issues.
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Financial Administrative Assistant • Saint Louis, MO, US

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