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Assistant To Financial Manager Jobs (NOW HIRING)

cathaybank

Assistant to Financial Advisor

Cupertino, CA

$21.63 - $25/hr

... support to Financial Advisor. Assist in the coordination of activities, travel arrangements ... Manage Financial Advisor's calendar and schedule appointments. * Arrange customer seminars and ...

Cathay Bank

Assistant to Financial Advisor

Millbrae, CA · On-site

$21.63 - $25/hr

... support to Financial Advisor. Assist in the coordination of activities, travel arrangements ... Manage Financial Advisor's calendar and schedule appointments. * Arrange customer seminars and ...

Wisconsin

Financial Manager

Stevens Point, WI · On-site

$60K - $80K/yr

Financial Manager Job Category: Academic Staff Employment Type: Regular Job Profile: Financial ... Brandin Helmers, Executive Assistant to the Vice Chancellor of University Advancement Email ...

Guidehouse

Financial Manager

Washington, DC

$113K - $188K/yr

Up to 10% Clearance Required: Ability to Obtain Public Trust What You Will Do: As a Manager in Guidehouse's Financial Management (FM) practice supporting Department of Justice clients, you will bring ...

M.C. Dean, Inc

Financial Manager

Tysons, VA · On-site

Responsibilities We are looking to expand our Finance Management team to support M.C. Dean's SCS ... * Assist in resolution of billing concerns to ensure timely payment of invoices. * Post invoices ...

Abacus Technology

Sr. Financial Manager

Washington, DC · On-site

$123K - $168K/yr

Overview Abacus Technology is seeking a Senior Financial Manager to provide advanced financial oversight, SAP project management, and support for financial systems within the RDT&E Engineering and ...

Mercy Medical Center

Financial Manager

Baltimore, MD

$69.44/hr

Provides monthly analytical support to department managers. * Ensure compliance with financial regulations and policies, and maintain accurate and timely financial records * Assist in building ...

Cushman & Wakefield

Financial Manager

New York, NY · On-site

Monitors cash balance in bank account to determine funding if required. * Coordinates with national ... Review and approve invoices for ongoing construction projects. * Assist client and internal ...

ManTech

Financial Manager

Aiea, HI

$142K - $254K/yr

Join a team dedicated to safeguarding our nation through advanced tech and innovative solutions ... Manages the enterprise-level financial architecture for the ILS2 program and ensures the ...

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Assistant To Financial Manager information

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$31K

$78K

$130.5K

How much do assistant to financial manager jobs pay per year?

As of Jun 21, 2026, the average yearly pay for assistant to financial manager in the United States is $78,032.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $100,500.00 per year, depending on experience, location, and employer.

Is 40 too old to get into finance?

The Assistant to Financial Manager role often values experience and skills over age, and many professionals successfully transition into finance at 40 or older. Building relevant knowledge through certifications like CFA or CPA and gaining practical experience can enhance job prospects regardless of age.

What does an Assistant to Financial Manager do?

An Assistant to Financial Manager supports the financial manager by handling administrative and financial tasks such as preparing reports, maintaining records, assisting with budgeting, and processing invoices. They may also help with financial data entry, scheduling meetings, and communicating with clients or vendors. Their role is crucial in ensuring the smooth operation of the finance department and supporting decision-making processes.

What are the key skills and qualifications needed to thrive as an Assistant to Financial Manager, and why are they important?

To thrive as an Assistant to Financial Manager, you need strong analytical skills, attention to detail, and a solid foundation in finance or accounting, often supported by a relevant degree or coursework. Familiarity with accounting software (such as QuickBooks or SAP), Microsoft Excel, and basic financial reporting tools is typically required. Excellent organizational skills, discretion, and clear communication help you manage sensitive data and support team operations. These skills are crucial for ensuring accurate financial processes, maintaining data integrity, and providing effective support to financial management.

What is the difference between Assistant To Financial Manager vs Financial Analyst?

AspectAssistant To Financial ManagerFinancial Analyst
Required CredentialsAssociate's or Bachelor's degree in finance, accounting, or related fieldBachelor's degree often in finance, economics, or accounting; certifications like CFA are common
Work EnvironmentOffice setting, supporting financial management team, handling administrative tasksOffice environment, analyzing financial data, preparing reports and forecasts
Employer & Industry UsageUsed in corporate finance departments, banks, and accounting firmsCommon in investment firms, corporate finance, and consulting

The Assistant To Financial Manager primarily supports financial management through administrative and clerical tasks, while a Financial Analyst focuses on analyzing financial data, preparing reports, and providing insights for decision-making. Both roles require finance-related education, but their responsibilities and focus areas differ significantly.

How much does an assistant financial manager make?

An assistant financial manager typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the organization. They often support senior managers with financial analysis, reporting, and budgeting tasks, and may require proficiency in financial software and certifications such as CFA or CPA.

What is the salary range for a finance manager?

The salary range for a finance manager typically falls between $70,000 and $150,000 annually, depending on experience, location, and industry. Senior finance managers or those in high-cost areas may earn higher salaries, and certifications like CFA or CPA can influence compensation.

Who is higher, CFO or finance manager?

In an organizational hierarchy, the Chief Financial Officer (CFO) is higher than a finance manager. The CFO oversees the entire financial department and reports directly to the CEO, while the finance manager typically manages specific teams or functions within the finance department. The assistant to a financial manager supports the manager but does not hold a higher position.

How does an Assistant to Financial Manager typically support financial reporting and analysis tasks within a team?

As an Assistant to the Financial Manager, you will play a crucial role in preparing, organizing, and maintaining financial records and reports. You'll often assist with data entry, reconcile accounts, and help compile monthly or quarterly financial statements. Collaboration with the finance team is common, especially when collecting data from different departments or preparing reports for management review. This position provides valuable exposure to financial analysis processes and can serve as a stepping stone to more advanced roles in finance.
More about Assistant To Financial Manager jobs
What cities are hiring for Assistant To Financial Manager jobs? Cities with the most Assistant To Financial Manager job openings:
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What job categories do people searching Assistant To Financial Manager jobs look for? The top searched job categories for Assistant To Financial Manager jobs are:
Assistant To Financial Manager jobs near you
Infographic showing various Assistant To Financial Manager job openings in the United States as of June 2026, with employment types broken down into 67% Full Time, 11% Part Time, 2% Temporary, and 20% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $78,032 per year, or $37.5 per hour.

Assistant to Financial Advisor

cathaybank

San Gabriel, CA

$21.63 - $25/hr

Other

Posted 4 days ago

Job description

GENERAL SUMMARY

Assist Financial Advisor (FA) with all administrative related tasks.  Provides sales, processing, operational, administrative, and customer service support to Financial Advisor.  Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor’s calendar, and other projects as assigned.  Act as a liaison between the client, Financial Advisor, and back office.

ESSENTIAL FUNCTIONS

  • Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
  • Manage Financial Advisor’s calendar and schedule appointments. 
  • Arrange customer seminars and branch employee training. 
  • Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
  • Prepare requested reports.
  • Process documents, open client account, and upload to Smartworks Docupace. 
  • Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
  • Establish and maintain customer files.
  • Help Financial Advisor prepare for auditing. 

QUALIFICATIONS

  • Education:    College degree with business classes preferred but not mandatory.
  • Experience:  2-5 years of applicable administrative experience required.
  • Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player.  Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.

OTHER DETAILS

Without License: $20.00 – $21.63 / hour

With License: $21.63 – $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.

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