Finance Operations Associate

Liliʻuokalani Trust•Honolulu, HI

About The Position

Provides administrative and operational support to the Finance Department with primary focus on accounts payable and general workflows. Supports day-to-day department operations to ensure efficiency, accuracy and timely service delivery. Exercises initiative and sound judgment while performing responsibilities under general supervision.

Requirements

Strong interpersonal skills that contribute to a collegial working environment
Self-starter who takes initiative, prioritizes with minimal supervision, and works independently, as well as part of a team
Excellent organizational and planning skills with demonstrated ability to create structures to effectively manage personal and team deliverables
Demonstrated ability to speak and write in succinct, informative, and friendly manner such that content expectations and timelines are clearly understood by audience
Ability to thrive in a fast-paced environment and is both quick and meticulous, and puts emphasis on accuracy and quality, and strives for continuous improvement
Ability to adapt well to changes and ambiguity
Ability to manage multiple priorities from a variety of sources; prioritizing effectively to impact areas of greatest need and meet deadlines
Commitment and strong alignment to the mission of the Trust
Commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts
Associates or Bachelor’s degree and a minimum of three years of general administrative/clerical experience; or an equivalent combination of education, experience and training.
Proficiency in Microsoft Office program required (Word, Outlook and Excel).
Needs to have interest in technology and various platforms and operating systems used by the Trust and ability to maintain up-to-date knowledge of interaction of all software resources.

Responsibilities

Assist Accountant with auditing and approval of credit card expenses to ensure compliance with government laws and regulations and Trust policies
Serves as a backup to the Accounting Specialist by processing requests for checks & ACH payments and auditing them to ensure compliance with regulations, Trust policies, and the terms of contracts, purchase orders and other agreements
Respond to inquiries about payments from vendors and Trust staff
Monitor designated shared inboxes and responds or route messages appropriately
Oversee the Finance Help Desk ticketing system to ensure timely assignment of tickets to the appropriate teammate.
Collaborate with the IT department to resolve issues or implement improvements
Maintain CRM/Contact Database to ensure accurate and current information
Assist in preparing memos and reports
Circulate and track documents for electronic or wet signature and track completion
Support scheduling of meetings, prepare materials for meetings, including PowerPoint presentation and agendas, and coordinate ordering food/refreshments
Attend various meetings to record minutes
Assist with certain transaction processing for the Investment Department
Build and maintain various spreadsheets
Maintain the Finance intranet site/tile
Contribute to the Trust’s success by accepting new assignments, helping team members, learning new skills, and striving to improves team and organization results.
Other duties as assigned by supervisor