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Assistant To Financial Manager Jobs (NOW HIRING)

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 ...

Astrion

Financial Manager, F-15

Dayton, OH · On-site

$99.70K - $130.80K/yr

SECRET TRAVEL: 0-15% Astrion is expecting an exciting opportunity for a Financial Manager to join ... Perform contract/financial transaction reconciliation and closeout duties. * Assist Government ...

Cushman & Wakefield

Financial Manager

Manhattan, NY

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 ...

Truist

Financial Manager

Charlotte, NC · On-site

If you want to apply, click the Apply Now button at the top or bottom of this page. After you click ... This role serves as a strategic finance manager to Wholesale Technology & Operations, providing ...

The Walsh Group

Financial Manager

Chicago, IL · On-site

$121K - $179K/yr

The Financial Manager is the direct line of communication between the accounting department and the ... Opportunities to work and live all over the United States RESPONSIBILITIES * Coordination of P&Ls ...

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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 May 31, 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.

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.

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.

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 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.

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:
What states have the most Assistant To Financial Manager jobs? States with the most job openings for Assistant To Financial Manager jobs include:
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 May 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 96% Physical, 2% Hybrid, and 2% 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 12 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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