ZipRecruiter

Log In

1

Financial Administration Assistant Jobs in Texas

Franfund Inc

Plan Administration Assistant

Fort Worth, TX · On-site

$17.25 - $23.25/hr

We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the ... Prepare plan financials and 5500 with all schedules * Determine eligible employees based on census ...

Franfund Inc

Plan Administration Assistant

Fort Worth, TX · On-site

$17.25 - $23.25/hr

We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the ... Prepare plan financials and 5500 with all schedules * Determine eligible employees based on census ...

DTX AUTOMOTIVE

Sales Administration Assistant

Dallas, TX · On-site

$40K - $52K/yr

... Administration Assistant. DTX Automotive , is an Specialized Ford Auto Repair Shop, located in ... Key Responsibilities: Efficiently manage accounts receivable Ability to understand financials.

DTX AUTOMOTIVE

Sales Administration Assistant

Dallas, TX · On-site

$40K - $52K/yr

... Administration Assistant. DTX Automotive , is an Specialized Ford Auto Repair Shop, located in ... Key Responsibilities: Efficiently manage accounts receivable Ability to understand financials.

Asana Partners

Assistant Property Manager

Fort Worth, TX · On-site

$17.75 - $24.25/hr

The Assistant Property Manager supports the Property Manager in the day-to-day operations, financial administration, tenant relations, and vendor coordination across assigned assets. This role is ...

Gfoat

$90 - $130/hr

This position is responsible for municipal accounting, financial reporting, budget administration ... Working collaboratively with the Assistant City Administrator or Director of Finance and the City ...

New

Gfoat

Assistant Director of Finance

Port Arthur, TX · On-site

$80 - $120/hr

The principles and practices of financial administration are modern and highly complex, particularly in the areas of accounting, auditing, financial reporting, and cash management. * Principles of ...

next page

Showing results 1-20

All JobsFinancial Administration JobsFinancial Administration Assistant JobsFinancial Administration Assistant Jobs in Texas

Financial Administration Assistant information

What is a financial administration assistant?

Financial Administration Assistants are professionals who provide support with a variety of financial and administrative tasks within an organization. Their duties often include processing invoices, maintaining financial records, handling expense reports, and assisting with budget tracking. They may also help prepare financial documents, support payroll functions, and ensure compliance with company policies and regulations. Their work is essential for ensuring the smooth operation of the finance department and supporting accurate financial reporting.

How does a financial administration assistant typically collaborate with other departments within an organization?

Financial Administration Assistants frequently work with various departments, such as Human Resources, Operations, and Procurement, to ensure accurate processing of invoices, expense claims, and budget tracking. They often serve as a point of contact for financial queries, helping colleagues understand administrative procedures or resolve discrepancies. Effective communication and teamwork are essential, as you'll need to coordinate deadlines and maintain compliance with company policies while supporting the overall financial health of the organization.

What are the key skills and qualifications needed to thrive as a financial administration assistant, and why are they important?

To thrive as a Financial Administration Assistant, you need strong numerical accuracy, attention to detail, and a background in finance or accounting, often supported by an associate degree or relevant certification. Familiarity with accounting software such as QuickBooks or Xero, as well as proficiency in Microsoft Excel, is typically required. Excellent organizational, time management, and communication skills help you manage multiple tasks and interact with stakeholders effectively. These abilities ensure accurate financial record-keeping, timely processing of transactions, and smooth financial operations within an organization.

What is the difference between Financial Administration Assistant vs Bookkeeper?

AspectFinancial Administration AssistantBookkeeper
CredentialsMay require basic accounting or finance certificationsOften requires bookkeeping certifications or courses
Work EnvironmentOffice settings, supporting finance teamsOffice or remote, managing financial records
Employer & Industry UsageUsed across various industries for administrative supportCommon in small to medium businesses handling day-to-day financial record-keeping
Primary FocusAdministrative support, data entry, document managementRecording financial transactions, reconciling accounts

The main difference is that a Financial Administration Assistant provides administrative support within finance teams, focusing on data entry and document management, while a Bookkeeper handles detailed financial record-keeping and account reconciliation. Both roles often require similar certifications and are found in similar work environments, but their core responsibilities differ.

What qualifications do you need to be a financial administration assistant?

A financial administration assistant typically needs a high school diploma or equivalent, along with skills in accounting, data entry, and office software such as Excel. Some roles may require relevant certifications like a bookkeeping or accounting qualification, and previous experience in finance or administrative support is often preferred.

What cities in Texas are hiring for Financial Administration Assistant jobs?

Cities in Texas with the most Financial Administration Assistant job openings:

Financial Administration Assistant jobs near you
Infographic showing various Financial Administration Assistant job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Plan Administration Assistant

Franfund Inc

Fort Worth, TX • On-site

$17.25 - $23.25/hr

Full-time

Retirement

Re-posted 3 days ago

Job description

We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.

This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

  • Ensure client database is updated 
  • Basic client communication and inquiries (general plan operations, eligibility enrollment)
  • Documents all plan transactions during the year (loans, distributions, rollovers)
  • Recognize and escalate advanced plan issues (corrections, control group, RMD)
  • Perform annual review process for small pipeline of first year clients:
    • Request and review all data, inquire about changes or potential issues from data provided
    • Prepare plan financials and 5500 with all schedules
    • Determine eligible employees based on census and plan document eligibility parameters
    • Prepare and send work product
    • Invite clients to sign 5500 and follow up as needed
  • Organize client files on server as needed
  • Other Projects as Needed
  • Communicate additional billing for services outside of what is included in the annual fee
  • Assist Plan Admin Level I and II employees as needed

 REQUIREMENTS

  • High school diploma or equivalent
  • 3+ years of experience in the financial services industry
  • Strong data entry and typing skills
  • Intermediate to advanced Microsoft Excel skills
  • Proficiency with Microsoft Office Suite
  • Strong analytical, mathematical, and problem-solving abilities
  • Excellent organizational skills and attention to detail
  • Ability to manage multiple priorities while meeting deadlines
  • Excellent customer service and communication skills
  • Positive attitude with a collaborative, team-oriented approach
  • Ability to work additional hours during peak processing periods
  • CRM experience (Salesforce preferred)
  • Retirement Plan industry experience a plus

 CORE COMPETENCIES

  1. Trust & Accountability
  2. Client-Centered Excellence
  3. Collaboration & Teamwork
  4. Communication Excellence
  5. Strategic Thinking & Problem Solving
  6. Adaptability & Learning Agility
  7. Organizational Skills
  8. Technical Expertise
  9. Time Management
  10. Attention to Detail


Apply