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Assistant Remote Financial Modeling Jobs (NOW HIRING)

Executive Assistant (Remote)

$63.96K - $110.87K/yr

We operate across a range of markets, from financial services to healthcare, automotive ... We are looking for an Executive Assistant to provide administrative support to executives within ...

We operate across a range of markets, from financial services to healthcare, automotive ... We are looking for an Executive Assistant to provide administrative support to executives within ...

Administrative Assistant (Remote)

San Jose, CA · Remote

$21 - $28.50/hr

About the job Administrative Assistant (Remote) As a progressive company we strongly believe that ... Compiles technical, financial, and other project data using various sources for inclusion in ...

Perform scenario modeling and sensitivity analysis to assist with business planning * Identify ... Position is fully onsite during training, with potential for 1 remote day per week after onboarding

Remote FP&A Manager

San Diego, CA · Remote

$112K - $147K/yr

Corporate FP&A Manager San Francisco, CA, remote position Salary $120,000-$150,000 depending on ... Build complex models to support strategic and transaction decisions including: * Reinsurance & CRT ...

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Assistant Remote Financial Modeling information

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How much do assistant remote financial modeling jobs pay per hour?

As of May 30, 2026, the average hourly pay for assistant remote financial modeling in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.
What cities are hiring for Assistant Remote Financial Modeling jobs? Cities with the most Assistant Remote Financial Modeling job openings:
What are the most commonly searched types of Remote Financial Modeling jobs? The most popular types of Remote Financial Modeling jobs are:
What states have the most Assistant Remote Financial Modeling jobs? States with the most job openings for Assistant Remote Financial Modeling jobs include:
Infographic showing various Assistant Remote Financial Modeling job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Temporary, and 1% Contract. Highlights an 76% Physical, and 24% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Client Services Assistant (Remote)

Belay Solutions

Houston, TX • Remote

$25 - $35/hr

Contractor

Posted 23 days ago


Job description

Client Services Assistant (Remote)

We are seeking precision-driven operators who function as the operational backbone of a financial advisory practice. This role is designed for individuals who bring ownership, accuracy, and a compliance-first mindset to high-touch client environments.

You will support advisors by ensuring client operations run with consistency, integrity, and regulatory alignment. This is not a task-based role; it is a performance role.

ROLE SUMMARY

This remote Client Services Assistant contractor role supports financial advisory practices through client communication, operational coordination, account administration, and compliance-focused workflow management. Ideal candidates have experience in financial services support environments and can operate with accuracy, professionalism, and strong attention to detail.

THE IMPACT

  • Your effectiveness is measured by the stability and confidence you create across the practice:

  • Client Confidence: Clients experience responsiveness, clarity, and professionalism at every touchpoint.

  • Operational Precision: The back office runs with accuracy, consistency, and reliability.

  • Compliance Integrity: Processes and documentation remain audit-ready and aligned with regulatory expectations.

  • Advisor Bandwidth: Advisors regain time to focus on growth and high-level client relationships.

CORE RESPONSIBILITIES

  • Relationship & Communication: Own client communication flow to ensure same-day responsiveness and zero missed follow-ups

  • Operational Execution: Drive onboarding and account workflows from initiation to completion with no delays or rework

  • Compliance & Risk Management: Maintain audit-ready systems with zero documentation gaps or compliance risks

  • Advisor Support & Optimization: Actively remove friction from advisor workflows before it impacts client experience

WHAT A TYPICAL WEEK MAY INCLUDE

Managing client communication, coordinating onboarding and account workflows, maintaining CRM and compliance documentation, supporting advisor operations, monitoring deadlines, and ensuring client requests and follow-ups are handled accurately and efficiently.

TOOLS & TECHNOLOGY

Use financial platforms (Redtail, Wealthbox, Orion, Schwab custodian portals) and AI tools to improve accuracy, speed, and workflow organization while maintaining strict compliance standards.

LOGISTICS

  • Remote (U.S. only; excluding CA, CO, MT, NJ, NY, PA)

  • 1099 Contractor | Starting at $30/hour, depending on experience

  • Monthly pay based on contracted hours; hours not guaranteed

WHO YOU ARE

  • You have 3+ years of experience in financial services or RIA support roles.

  • Detailed operator who thrives in regulated, compliance-heavy environments.

  • High emotional intelligence with the ability to manage professional client interactions.

  • Proactive problem-solver who operates independently in high-stakes environments.

  • Demonstrated ownership of end-to-end workflows, not just task support

  • Experience supporting multiple advisors or high client volume without quality loss

  • Evidence of building or improving systems, not just following them

  • Comfort being measured on accuracy, speed, and advisor satisfaction

THIS ROLE IS NOT FOR YOU IF

  • You prefer unstructured or loosely defined work environments.

  • You struggle with detail-heavy or rigid compliance-driven processes.

  • You avoid direct client or vendor interaction.

SUCCESS IN THIS ROLE LOOKS LIKE

Client operations run smoothly and consistently, documentation remains accurate and audit-ready, advisors experience reduced administrative friction, and clients receive responsive, professional support throughout every interaction.

Company Description

Since 2010, BELAY’s flexible staffing solutions have quickly connected over 10,000 busy leaders and owners with the fractional administrative and accounting help they need from the nation’s largest pool of exceptional, U.S.-based talent.
Our intentional matching process pairs leaders with the right hire designed to fit their exact needs and those of their organization with a fractional staffing model that ensures you only pay for what you need. In short, we get leaders back to leading.