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Financial Administrative Assistant Jobs (NOW HIRING)

Addison Group

Financial Administrative Assistant

Oklahoma City, OK · On-site

$17 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Financial Administrative Assistant Location: Oklahoma City, OK Industry: Financial Services Pay: $17.00-$18.50/hour Benefits: This position is eligible for medical, dental, vision, and 401(k). About ...

Compass Group

FINANCIAL ADMINISTRATIVE ASSISTANT

Cookeville, TN · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are hiring immediately for a FINANCIAL ADMINISTRATIVE ASSISTANT position. * Address : 1000 N. Dixie Ave. Cookeville, TN 38505. Note: online applications accepted only. * Schedule : Full time; ...

Scheeler Financial LLC

Be Seen First

Financial Administrative Assistant

West Chester, OH · On-site

Key Responsibilities Case Preparation & Client Support * Prepare comprehensive case materials in advance of client meetings with the Wealth Management Advisor * Update and maintain client data across ...

Scheeler Financial LLC

Be Seen First

Financial Administrative Assistant

West Chester, OH · On-site

Key Responsibilities Case Preparation & Client Support * Prepare comprehensive case materials in advance of client meetings with the Wealth Management Advisor * Update and maintain client data across ...

KumabeHR

Financial Administrative Roles

Honolulu, HI

$18 - $22/hr

The Financial Administrative Assistant will be supporting multiple financial advisors and office staff with general administrative tasks. The ideal candidate will be interested in a future in the ...

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Financial Administrative Assistant information

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How much do financial administrative assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for financial administrative assistant in the United States is $23.34, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $26.20 per hour, depending on experience, location, and employer.

What are some common challenges financial administrative assistants face when supporting multiple departments?

Financial Administrative Assistants often juggle tasks for several departments, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential to ensure that all requests are handled efficiently and accurately. Additionally, adapting to different departmental workflows and maintaining confidentiality with sensitive financial data are crucial for success in this role. Building strong relationships with team members can also help streamline processes and reduce misunderstandings.

What is the difference between Financial Administrative Assistant vs Bookkeeper?

AspectFinancial Administrative AssistantBookkeeper
Primary RoleSupports financial operations, manages schedules, handles correspondenceMaintains financial records, processes transactions, reconciles accounts
Required SkillsAdministrative skills, basic accounting knowledge, communicationAccounting skills, attention to detail, proficiency with bookkeeping software
Work EnvironmentOffice setting, administrative departmentsAccounting or finance departments, small business offices
CertificationsOften not required, but some may have administrative or finance certificationsBookkeeping certifications (e.g., QuickBooks Certified User)

While both roles support financial functions, a Financial Administrative Assistant primarily handles administrative tasks related to finance, such as scheduling and correspondence, whereas a Bookkeeper focuses on maintaining accurate financial records and processing transactions. The roles often overlap in skills and work environment, but their core responsibilities differ.

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

To thrive as a Financial Administrative Assistant, you need strong organizational skills, attention to detail, and a background in basic accounting or finance, often supported by an associate degree or relevant coursework. Familiarity with accounting software (such as QuickBooks or SAP), Microsoft Excel, and office management systems is typically required. Excellent communication, problem-solving abilities, and discretion with sensitive information make candidates stand out in this role. These skills and qualities are crucial for ensuring accurate financial records, efficient workflow, and reliable support for finance teams.

What is a financial administrative assistant?

Financial Administrative Assistants are professionals who provide support to finance departments by handling administrative tasks such as managing invoices, preparing financial reports, maintaining records, and assisting with budgeting processes. They help ensure the smooth operation of an organization's financial activities by coordinating communication, scheduling meetings, and processing paperwork. Their role is essential for maintaining accurate financial records and supporting accountants or financial managers with day-to-day tasks.
More about Financial Administrative Assistant jobs
What cities are hiring for Financial Administrative Assistant jobs? Cities with the most Financial Administrative Assistant job openings:
What are the most commonly searched types of Financial Administrative jobs? The most popular types of Financial Administrative jobs are:
What states have the most Financial Administrative Assistant jobs? States with the most job openings for Financial Administrative Assistant jobs include:
What job categories do people searching Financial Administrative Assistant jobs look for? The top searched job categories for Financial Administrative Assistant jobs are:
Financial Administrative Assistant jobs near you
Infographic showing various Financial Administrative Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,554 per year, or $23.3 per hour.

Financial Administrative Assistant

Staff Financial Group

Sandy Springs, GA

$35K - $45K/yr

Full-time

Re-posted 14 hours ago

Job description

Financial Administrative Assistant

Who:
A well-established financial and estate planning firm is seeking a Financial Administrative Assistant to support client account administration, paperwork processing, and day-to-day office operations.

What:
This role will assist with account paperwork, client account transfers, Schwab-related documentation, tax document organization, and general administrative support.

When:
Immediate opening.

Where:
Sandy Springs, Georgia – In-office environment.

Why:
Great opportunity for someone looking to grow within financial services in a stable, flexible, and team-oriented office environment.

Office Environment:
Small, collaborative office offering flexibility, hands-on training, and broad exposure to financial operations and client service.

Compensation:
$35,000 – $45,000 base salary plus benefits allowance.

Benefits:
Up to approximately $400 per pay period allowance for healthcare or personal benefit expenses.

Key Responsibilities:
• Process and track client account paperwork and transfers
• Assist with IRA beneficiary and account forms
• Coordinate Schwab-related account documentation
• Review trade confirmations and account activity
• Assist with preliminary tax document organization including W-2s and 1099s
• Answer phones and support client communication
• Maintain accurate client records and documentation
• Provide general administrative and office support

Requirements:
• 1–2 years of administrative or financial services experience preferred
• Familiarity with Charles Schwab platform is a plus
• No degree required
• Trainable opportunity with growth potential
• Strong attention to detail and organizational skills required
• Strong communication and customer service skills