Financial Assistant

Holy Trinity is an inclusive and affirming church believing all people have gifts to share with our community. Together we are creating a safe and compelling church for new generations of Christians and a genuinely intergenerational community.

SUMMARY: The financial assistant (FA) provides financial services to church members, staff, the treasurer, and Finance Committee.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Record pledges made during the annual stewardship drive.

• Download quarterly statements and email or print them for parishioners.

• Process weekly giving batches and review parishioners’ accounts for accuracy.

• Keep all financial contribution information confidential.

• Enter invoices for payment, handle billing disputes with vendors, cut checks, arrange for signatures, and mail.

• Balance checking and investment accounts and submit reconciliation to the treasurer.

• Download and print monthly reports for the treasurer and individual ministry teams.

• Process payroll on a biweekly basis.

• Prepare monthly, quarterly, and yearly payroll tax forms, make necessary deposits, and prepare annual W 2s and 1099s.

• Prepare for and cooperate with those appointed to perform a yearly audit of financial records.

• Provide financial data for the Parochial Report.

• Perform other necessary and related work as may be assigned.

SKILLS NEEDED:

• Practical experience in fund based accounting and account reconciliation.

• Demonstrated proficiency in computer skills, including Microsoft products, and the ability to learn Realm and ACS software.

• Attention to detail and precision in account reconciliation and report generation.

• A commitment to good interpersonal relationships, teamwork, and support of church ministries.

• A commitment to confidentiality regarding all account records of the church, staff, and members.

• Dependable attendance.