Administrative Assistant, Finance

TEC Equipment, Inc. • Dixon, CA

2h • $22 - $27 • Onsite

About The Position

The Finance Administrative Assistant supports TEC Equipment’s retail finance team with financial, administrative, and clerical duties related to truck and trailer financing and sales. This is a full-time, on-site role involving loan-document preparation and processing, DMV and title paperwork, lien filings, revenue booking, and other activities that support risk management, revenue recognition, and dealership profitability. The position serves internal and external customers and requires accuracy, urgency, and strong customer service. The assistant also acts as a professional liaison to financial institutions, customers, and state agencies.

The successful candidate demonstrates business acumen and attention to detail, navigates financial and compliance processes, and contributes to TEC’s service, collaboration, problem-solving, and follow-through. The role requires upholding the company’s values of Teamwork, Entrepreneurship, and customer focus.

Requirements

• High school diploma or equivalent.
• 1–3 years of administrative experience; finance, sales, customer service, or dealership experience is preferred.
• Exceptional customer service skills and the ability to build relationships quickly.
• Ability to work independently, prioritize independently and collaboratively, and use sound judgment in a changing environment.
• Strong desire to work as part of a team, with flexibility and adaptability.
• Intermediate knowledge of Windows-based PC applications, including Microsoft Outlook, Word, and Excel.
• Excellent oral and written communication skills in English.
• Strong organizational and time-management skills.
• Dependable attendance.

Nice To Haves

• Experience in the automotive or trucking industry.
• Knowledge of basic accounting functions.

Responsibilities

• Prepare and validate documents for signing in a timely manner; package and submit contracts for funding and follow up on them.
• Greet and assist internal and external customers, and serve professionally as a liaison to outside financial institutions and banks.
• Prepare and process accounting and/or general ledger coding for funds received.
• Manage flooring payoffs accurately and meet deadlines specified in banking covenants.
• Assist employees with administrative tasks as directed by a supervisor and maintain confidentiality in customer transactions.
• Process title work, resolve title issues, and follow up on lien filings; communicate with state agencies, banks, and customers.
• Book and finalize all equipment sale transactions.
• Complete detailed daily data entry accurately and on time in multiple applications.
• Stay current on changes in branch offerings and heavy-duty trucking industry terminology.
• Ensure quality control in completed work to protect the organization’s bottom line.

Benefits

• Choice of two comprehensive medical plan options with prescription drug coverage.
• Choice of two dental plans covering preventive and diagnostic care, basic and major services, and orthodontia for children.
• Vision care, discounted hearing exams, and hearing aids.
• 401(k) retirement savings plan with company contribution.
• Life, accident, and disability insurance.
• Employee Assistance Program (EAP).
• Education assistance.
• Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED