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Associate In Finance Jobs in Boca Raton, FL (NOW HIRING)

Elite Funding Source LLC

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Finance Associate

Hollywood, FL · On-site

$8.0K/mo

Elite Funding Source is looking for Self Motivated Sales Professional with Extensive 1-2 years experience in sales with Business Financing, MCA, Business Loans. We offer the opportunity to build a ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

West Palm Beach, FL

$82K - $103K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Senior FP&A Analyst

Fort Lauderdale, FL

$81K - $101K/yr

... in Finance/Accounting required. * MBA or Master's Degree in Finance or Accounting strongly ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Aionios LLC

Public Finance Associate

West Palm Beach, FL

$180K - $210K/yr

  • Medical

  • Retirement

Real Estate / Public Finance Associate Locations: Florida (Multiple Offices Available) Experience ... Representing clients in developer counsel and bond counsel matters * Drafting and negotiating ...

Regions Financial Corporation

Financial Advisor

Fort Lauderdale, FL · On-site

$43K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more ... At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ...

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

NFP Corp

Associate, Client Service

Boca Raton, FL

$13.75 - $19/hr

  • Retirement

  • PTO

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

  • Retirement

  • PTO

Bachelor's degree in Finance, Economics, or a related field preferred * Relevant experience in ... The Client Service Associate supports advisor teams and clients through account operations ...

Synovus

Financial Advisor Associate

Weston, FL · On-site

Job Summary: A Financial Advisor Associate (FAA) should demonstrate commitment to delivering ... This position will be responsible for supporting Financial Advisors in documenting and processing ...

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Boca Raton, FL

Associate In Finance information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do associate in finance jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate in finance in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What is an associate in finance?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What are the key skills and qualifications needed to thrive as an associate in finance?

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

What are some typical challenges an associate in finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

Is an associate in finance worth it?

An associate in finance is an entry-level role that can provide valuable experience in financial analysis, reporting, and client interaction. It often serves as a stepping stone to higher positions such as analyst or manager, with salary growth and skill development being key benefits.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, loan officer, or accounting assistant, performing tasks like financial reporting, data analysis, and client service. These positions often require knowledge of financial software and may lead to further certifications or advancement in finance careers.

What are the most commonly searched types of In Finance jobs in Boca Raton, FL?

The most popular types of In Finance jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate In Finance jobs?

Cities near Boca Raton, FL with the most Associate In Finance job openings:

Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Trust Associate - Coral Gables Trust Company

Coral Gables Trust Company

Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Associate

Coral Gables Trust Company is seeking an experienced Trust Associate in Trust & Estate Administration to join our Palm Beach office.

  1. Account Administration Manage all aspects of account opening, maintenance, and closing within the firm's trust accounting platform. Responsibilities include establishing fee schedules, initiating account and asset transfers, obtaining EINs for newly created trusts, issuing Required Minimum Distribution (RMD) letters, creating scheduled events, and enrolling clients for statements and online account access.
  2. Client Services Provide high-quality client service support, including answering phones, processing bill payments, initiating ACH and wire transfers, ordering gift cards, scheduling client meetings, and preparing discretionary distribution requests.
  3. Committee Participation Attend monthly Trust Administrative Committee (TAC) meetings, or as otherwise convened by the Committee, and actively participate in monthly Client Service Committee Lunch and Learn meetings and all other staff meetings.
  4. Tax Coordination & Compliance Coordinate the preparation of fiduciary (1041) tax returns in collaboration with external CPA firms and obtain account statements from financial advisors as needed to support this process.
  5. Administrative Reviews Assist with the collection and organization of held-away account statements and support the completion of periodic administrative reviews.
  6. Audit & Regulatory Support Partner with the Chief Financial Officer and the broader team to compile and provide information required for audit requests, regulatory examinations, and other corporate administration matters.
  7. General Office Support Assist with day-to-day office operations, including processing incoming mail, reserving conference rooms, and arranging courier shipments via FedEx.

Qualifications

  1. The ideal candidate will bring a minimum of three years of experience in Trust & Estate administration and will play a key role in supporting our clients and trust administration team.
  2. A bachelor's degree in finance is preferred, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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