... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
New
... * Assist with client fraud investigations, recovery efforts, and escalated service situations ... What We Are Looking For * 5+ years of experience in financial services operations, brokerage ...
New
Accountant
Dubuque, IA · On-site
Reconcile, research and document general ledger accounts as assigned and report status, issues, and activity to the Director of Financial Operations. * Assist in the preparation of monthly, quarterly ...
Accountant
Dubuque, IA · On-site
Reconcile, research and document general ledger accounts as assigned and report status, issues, and activity to the Director of Financial Operations. * Assist in the preparation of monthly, quarterly ...
Position Purpose : Assist with financial operations to maintain financial stability and sustainability. Summary of the Position : This position requires the ability to manage a set of financial ...
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Position Purpose : Assist with financial operations to maintain financial stability and sustainability. Summary of the Position : This position requires the ability to manage a set of financial ...
Assistant Controller Location: Davenport, Iowa Job Type: Full-Time Industry: Aerospace / Aviation ... The role will oversee financial operations at three satellite manufacturing facilities in addition ...
Assistant Controller Location: Davenport, Iowa Job Type: Full-Time Industry: Aerospace / Aviation ... The role will oversee financial operations at three satellite manufacturing facilities in addition ...
Assistant Controller
Davenport, IA · On-site
Assistant Controller Location: Davenport, Iowa Job Type: Full-Time Our company is seeking an ... The role will oversee financial operations at three satellite manufacturing facilities in addition ...
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Assistant Controller
Davenport, IA · On-site
Assistant Controller Location: Davenport, Iowa Job Type: Full-Time Our company is seeking an ... The role will oversee financial operations at three satellite manufacturing facilities in addition ...
Accountant
Cedar Rapids, IA · On-site
... support our financial operations and help advance positive community impact. This role is ... Reconcile and analyze key financial accounts monthly. Campaign Processing * Assist in maintaining ...
Accountant
Cedar Rapids, IA · On-site
... support our financial operations and help advance positive community impact. This role is ... Reconcile and analyze key financial accounts monthly. Campaign Processing * Assist in maintaining ...
Accountant
Cedar Rapids, IA · On-site
... support our financial operations and help advance positive community impact. This role is ... Reconcile and analyze key financial accounts monthly. Campaign Processing * Assist in maintaining ...
Accountant
Cedar Rapids, IA · On-site
... support our financial operations and help advance positive community impact. This role is ... Reconcile and analyze key financial accounts monthly. Campaign Processing * Assist in maintaining ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller
West Des Moines, IA · On-site
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller
West Des Moines, IA · On-site
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller
West Des Moines, IA · On-site
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller
West Des Moines, IA · On-site
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller Reports To: Director of Accounting Classification: Exempt Job Summary: The ... Identifying opportunities to streamline financial operations and improve efficiency. * Mentoring ...
Assistant Controller
Davenport, IA · On-site
$100K - $125K/yr
Assistant Controller Location: Davenport, Iowa Industry: Aerospace / Aviation / Defense Job ... Analyze financial, operational, and commercial performance. * Compile monthly and quarterly ...
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Assistant Controller
Davenport, IA · On-site
$100K - $125K/yr
Assistant Controller Location: Davenport, Iowa Industry: Aerospace / Aviation / Defense Job ... Analyze financial, operational, and commercial performance. * Compile monthly and quarterly ...
Vice President
Davenport, IA · On-site
This is a rare opportunity to: ✅ Learn every aspect of running a $10M business ✅ Lead finance, operations, strategic planning, HR, banking, and customer relationships ✅ Gain Board exposure ✅ ...
New
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Vice President
Davenport, IA · On-site
This is a rare opportunity to: ✅ Learn every aspect of running a $10M business ✅ Lead finance, operations, strategic planning, HR, banking, and customer relationships ✅ Gain Board exposure ✅ ...
New
Senior Executive Administrative Assistant
Cedar Rapids, IA · Hybrid
$65K - $85K/yr
Summary This Senior Executive Administrative Assistant role provides dedicated support to the CFO ... finance operations running smoothly during a period of significant organizational change.
Senior Executive Administrative Assistant
Cedar Rapids, IA · Hybrid
$65K - $85K/yr
Summary This Senior Executive Administrative Assistant role provides dedicated support to the CFO ... finance operations running smoothly during a period of significant organizational change.
Financial Operations and Client Relationship Coordinator
$15.75 - $21.25/hr
Listen Well: to resolve client service and operational issues and assist financial advisor team. * Communicates clearly and professionally, both verbally and in writing (typing); confidence and ...
Financial Operations and Client Relationship Coordinator
$15.75 - $21.25/hr
Listen Well: to resolve client service and operational issues and assist financial advisor team. * Communicates clearly and professionally, both verbally and in writing (typing); confidence and ...
Financial Operations and Client Relationship Coordinator
Maquoketa, IA · On-site
$15.75 - $21.25/hr
Listen Well: to resolve client service and operational issues and assist financial advisor team. * Communicates clearly and professionally, both verbally and in writing (typing); confidence and ...
Financial Operations and Client Relationship Coordinator
Maquoketa, IA · On-site
$15.75 - $21.25/hr
Listen Well: to resolve client service and operational issues and assist financial advisor team. * Communicates clearly and professionally, both verbally and in writing (typing); confidence and ...
Finance Operations Assistant information
See Iowa salary details
$10.39 - $12.07
0% of jobs
$12.07 - $13.75
12% of jobs
$14.88 is the 25th percentile. Wages below this are outliers.
$13.75 - $15.44
20% of jobs
$15.44 - $17.12
16% of jobs
The median wage is $17.35 / hr.
$17.12 - $18.80
19% of jobs
$20.34 is the 75th percentile. Wages above this are outliers.
$18.80 - $20.48
9% of jobs
$20.48 - $22.17
11% of jobs
$22.17 - $23.85
6% of jobs
$23.85 - $25.53
3% of jobs
$25.53 - $27.22
2% of jobs
$27.22 - $28.90
2% of jobs
$10
$18
$28
How much do finance operations assistant jobs pay per hour?
What are the key skills and qualifications needed to thrive as a finance operations assistant, and why are they important?
What does a finance operations assistant do?
What is the difference between Finance Operations Assistant vs Accounts Payable Clerk?
| Aspect | Finance Operations Assistant | Accounts Payable Clerk |
|---|---|---|
| Primary Responsibilities | Supports financial processes, data entry, reporting, and assisting with financial transactions | Processes vendor invoices, manages payments, and maintains accounts payable records |
| Required Skills | Financial software proficiency, attention to detail, data management | Invoice processing, accounting software knowledge, accuracy |
| Work Environment | Office setting, finance department, cross-functional collaboration | Office environment, finance/accounts payable team |
| Common Certifications | Bookkeeping, basic accounting certifications often preferred | None typically required, but accounting certifications can be advantageous |
The main difference is that a Finance Operations Assistant provides broader support across financial processes, while an Accounts Payable Clerk focuses specifically on managing vendor invoices and payments. Both roles require attention to detail and familiarity with financial software, but the Assistant role often involves a wider range of tasks within the finance department.
What are some typical challenges faced by a finance operations assistant, and how can they be managed effectively?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
Job description
Key Deliverables and Responsibilities
The Operations Support Consultant serves as a subject matter expert for complex operations matters, providing guidance and solutions that support financial professionals, clients, and internal business partners. This role is responsible for researching and resolving nuanced accounts, money movement, and client service issues while balancing risk management, operational controls, and an exceptional service experience.
The ideal candidate possesses deep investment operations knowledge, strong analytical skills, and the ability to navigate complex scenarios involving account registrations, trading activity, money movement, fraud investigations, and operational error resolution.
- Research, analyze, and resolve complex operational issues involving brokerage accounts, advisory accounts, retirement plans, trusts, corporations, LLCs, partnerships, and other entity account types.
- Interpret legal and account documentation to determine authorized parties, account restrictions, and permissible account activity.
- Evaluate money movement requests and transactions while balancing risk mitigation, fraud prevention, regulatory requirements, and client service expectations.
- Serve as a resource for operational inquiries involving securities, trading activity, account maintenance, and transaction processing.
- Conduct independent research to address complex issues involving securities-based lending, margin activity, trading violations, cost basis, security lots, and tax-related transaction impacts.
- Partner with direct sponsor companies to correct account and processing errors such as share class discrepancies, annuity rider issues, and account servicing concerns.
- Identify process gaps across teams and workflows, collaborating with business partners to improve operational efficiency and client outcomes.
- Assist with client fraud investigations, recovery efforts, and escalated service situations while maintaining appropriate controls and documentation.
What We Are Looking For
- 5+ years of experience in financial services operations, brokerage operations, investment operations, trading support, or a related field.
- Working knowledge of Schwab, Fidelity, Vanguard, or other third-party asset managers and custodians.
- Experience working with major clearing firms such as National Financial Services (NFS), Pershing, or similar organizations.
- Experience supporting entity accounts, including trusts, corporations, LLCs, partnerships, and other complex registrations.
- Strong understanding of money movement processes, operational risk management, and transaction review procedures.
Location: Phoenix, AZ, or Fairfield, IA - Hybrid in-office 3 days/week
Compensation: $24.00- $29.00
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.