Financial Office Assistant

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Financial Office Assistant-Diploma Program

Financial Office Assistant Overview

Excel Financial Office Assistant Training Course

Our Financial Office Assistant training course prepares you for careers relating to finance. This would prepare you for working within the accounting firms, the banking industry, with financial advisors, or within the financial department of a business. All businesses require having accurate and timely financial data at their finger tips in order to make quality decisions, ensure cash flow, and streamline their operations. Knowledge of basic financial reports, and understanding the importance of having consistent systems in place is part of the focus of this course. Basic bookkeeping and accounting stills are the foundation of a career as the financial office assistant, and the industries that utilize this skillset is very broad.

Are you a potential Financial Office Assistant?
A financial office assistant is an entry level position that requires both an aptitude for numbers and strong communication skills. As part of the team, your daily work supports those in senior positions by preparing financial spreadsheets, proposals,and reports, communicating with clients, and looking after general office duties. The duties of this entry level position usually include data entry, and attention to detail is very important. Your responsibilities vary depending on the organization you work for, but often lead to opportunities of promotion and a meaningful career path.

Financial Assistant Program Description

Become a Financial Assistant by learning the bookkeeping and administrative skills to advance in a financial office environment. You’ll learn essential business software, manual bookkeeping, computerized bookkeeping, payroll, and office skills. Financial office assistants start as entry-level bookkeepers, free-lance bookkeepers, accounting clerks and data entry clerks.

The Canadian Occupational Projection System predicts that the higher-than- average rate of retirement in this category (office assistants, recorders and transcriptionists) will create more jobs in this category than most others between 2011-2020.

Course Modules

Computer and Administrative

Intro to Technology and Keyboarding
Microsoft Word
Microsoft Excel
Microsoft Access
Microsoft Outlook
Business Communications
Office Procedures

Bookkeeping Skill

Manual Bookkeeping
Simply Accounting Levels I & II
Payroll
Quickbooks
Financial Analysis & Modeling

Practicum

Job Search Skills

Program Duration

32 weeks (approximately 640 hours) total

29 weeks of classroom training and a 3 week practicum placement

Learning Materials

Students Supply:

Loose-leaf paper
3-ring binder
Standard Calculator
Flash drive
Pens/pencils/highlighters

College Supplies:

Handouts & photocopied materials
Student Manuals

Prerequisites

Confirmation of mature student status (19 years or older on first day of classes, and out of school for 1 full year) OR if under 19, evidence of Grade 12 completion or equivalent
Meeting with an Admissions Advisor
Completion of an Entrance Assessment exam
English competency assessment may be required
Touch-typing skills (speed is not important)

Assessment

Students are assessed on each course module by either a test, project, assignment or demonstration of skills
Students are assessed on professionalism, conduct and attendance
An average of all module grades, as well as the grades for professional conduct and attendance is calculated. Successful completion of the program requires a minimum of a 65% average grade and successful completion of the practicum component.

Practicum (Work Experience)

Students attend a 3-week practicum component near the end of their program. During this time, students take the tole of employee and work diligently to maximize the learning opportunity and create a positive experience for themselves, the college and the practicum host.

Type of Employment

Accounting clerk, data-entry clerk, or entry-level bookkeeper
Free-lance bookkeeper

Where Graduates are Working

Western Forest Products
Self Employed Bookkeepers

Financial Assistant Job Market

The Canadian Occupational Projection System estimates job openings between 2011-2020 for workers in this occupation (Secretaries, Recorders and Transcriptions) will be among the highest for all occupations.
This is mainly due to these workers currently being much older ( and thus closer to retirement) than the average.
Over the 2011-2020 period, job openings with-in this occupation are expected to total 73,950 and job seekers to total 21,156.

Work BC

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