What does a Financial Secretary do?

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  • Written By: Donn Saylor
  • Edited By: John Allen
  • Last Modified Date: 01 December 2019
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A financial secretary is an administrative professional charged with handling and overseeing the financial responsibilities of a business. These responsibilities include receiving money, depositing money, and maintaining financial paperwork. Someone in this job must have a high level of trust and efficiency, as well as a natural aptitude for numbers.

One of the primary duties of any financial secretary job description is the receiving of monies paid into a company. This secretary is often the first point of contact for payments coming into a business, and he or she is responsible for ensuring those payments are posted in a timely manner, recorded, and verified. This job involves an extreme amount of attention to detail, as one decimal point out of place could mean big trouble for a business. A person in this position ensures that all monies paid to the company will be properly handled and allocated according to the business's specifications.

Financial secretary duties necessitate the timely depositing of the payments received; this is an integral part of any job in this field. This could mean frequent trips to the bank; overseeing online transactions, debits, and deposits; and managing overseas accounts.


Keeping meticulous records of all monies going into and out of an organization is another key responsibility of a financial secretary. This requires painstaking record-keeping and reporting. He or she will track all money flowing to and from the business and is responsible for guaranteeing that everyone in the company can easily follow the flow of the finances. Again, the slightest error could spell major problems, so a financial secretary uses his or her scrupulous attention to detail to craft meticulous records. He or she may also be called upon to develop new policies to better streamline the record-keeping process.

To become a financial secretary, an individual has typically had a large amount of administrative experience, preferably in the field of finance or in the finance department of a company. Careers in this field are never out of fashion. Many financial secretaries have a college degree in administration or finance, though some employers may not require a degree to secure a position in the field. The personality of the secretary is vitally important as one must be highly trustworthy and easy to work with. Interviewing for a job in this field will likely entail many questions about one's work ethic, personal ambition, and dependability.


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Post 2

While most companies want someone for this position with an extensive finance or accounting background, the trust factor is very important, as well.

If the administrators of the church or churches you worked at found you trustworthy and are willing to give you a recommendation, that could be a big plus for employers.

Depending on how long you worked as a church financial secretary and what your overall financial background is, you could be a good candidate for a similar position in a company.

Post 1

Can someone who has experience as a church financial secretary but no formal degree get a job as a financial secretary for a business?

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