Business Management Assistant

McLean, Virginia
Sep 26, 2018
Oct 31, 2018
Career Level
Entry Level
Full Time

Business Management Assistant

We are looking for a detail oriented and motivated Assistant to join Octagon’s Financial Services team (OFS) in McLean, VA. The main responsibility of this position is to support the back office processes of our successful team.  This is a great entry level opportunity to start your career in personal financial management.  To find out more about OFS, go to

Responsibilities and Duties:

  • Daily processing of invoices, manual checks and wire transfers
  • Complete on-line banking functions
  • Daily processing of client payables mail and online client bill pay
  • Daily scanning of client income and expense reports
  • Daily processing of foreign exchange transactions
  • Assist in the processing of client tax returns
  • Assist in research and clearing of outstanding payable and receipts
  • General administrative support for the OFS team and special projects

Required Qualifications:

  • Bachelor’s degree, preferably in the finance or accounting field
  • Administrative support experience in a corporate setting, preferably in the finance industry
  • Strong interest in a career in personal financial management
  • Extremely detail oriented and organized
  • Successful track record of juggling multiple activities, prioritize and working well under pressure in a fast-paced environment
  • Excellent organizational skills, accuracy, attention to detail and ability to work independently
  • Strong computer skills – Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
  • Knowledge of QuickBooks a plus
  • Excellent oral and written communication skills and strong customer service skills

For consideration please submit your résumé and cover letter on-line at in the “Careers” section. 

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.