Finance Clerk
About The Position
The Finance Clerk provides essential administrative and clerical support to the Finance Department. This role assists with daily financial operations such as organizing check runs, verifying payment documentation, preparing deposits, and managing departmental mail. The ideal candidate is detail-oriented, dependable, and eager to learn. While this role begins with routine administrative and transactional tasks, it offers the opportunity to grow within the Finance Department as the firm continues to expand. This is a full-time, on-site position based at our San Antonio office.
Requirements
- 1–2 years of experience in an administrative, clerical, or office support role.
- Strong attention to detail and ability to follow structured procedures.
- Basic understanding of office or financial workflows (payments, deposits, documentation).
- Proficiency in Microsoft Office 365 (Word, Excel, Outlook).
- Reliable, organized, and able to manage multiple priorities in a fast-paced environment.
- This position requires the employee to travel to local banks and offices frequently; reliable transportation is required.
Nice To Haves
- Experience in a law firm, finance office, or professional services environment.
- Familiarity with accounting or recordkeeping software (QuickBooks, Excel tracking sheets, etc.).
- Bilingual English/Spanish fluency.
- Interest in growing into finance or accounting support roles.
Responsibilities
- Prepare and organize check runs for review and signature.
- Verify payment details and documentation to ensure accuracy before processing.
- Assist with administrative aspects of Accounts Payable (AP), such as scanning invoices or gathering approvals.
- Prepare and make physical bank deposits; purchase and record money orders as needed.
- Maintain accurate deposit and payment tracking logs.
- Manage incoming and outgoing Finance Department mail and deliver it to the appropriate parties daily.
- Maintain organized digital and physical financial records and filing systems.
- Monitor office and check-printing supplies, submitting restock requests when necessary.
- Assist with general administrative tasks and provide team support as needed.
- Perform additional clerical duties or special projects as assigned by the Finance Manager.
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
- Paid time off
- Mental health support
- Continuing education allowance
- Home office allowance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
