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Financial Advising Assistant Jobs in Indiana (NOW HIRING)

The Company SYM Financial Advisors is searching for a responsible, energetic and detail-oriented ... In addition, this person will assist in the development, implementation, and evaluation of best ...

CFO - Remote

Fort Wayne, IN · On-site +1

$280K - $300K/yr

... Assistant Controllers, and accounting staff already in place • Travel is limited, with ... financial advisor to executive leadership and business partners • Build and maintain ...

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Financial Advising Assistant information

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a financial advising assistant?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.
What are the most commonly searched types of Financial Advising jobs in Indiana? The most popular types of Financial Advising jobs in Indiana are:
What cities in Indiana are hiring for Financial Advising Assistant jobs? Cities in Indiana with the most Financial Advising Assistant job openings:
Infographic showing various Financial Advising Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Assistant Director, Financial Reporting

University of Notre Dame

Notre Dame, IN • On-site

Full-time

Posted 13 days ago


University Of Notre Dame rating

7.4

Company rating: 7.4 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

337th of 618 rated colleges and universities


Job description

Company Description
Founded in 1842, the University of Notre Dame is a leading American research university that offers a distinctive voice in higher education. As a Catholic institution with a strong tradition of faith and intellectual inquiry, Notre Dame is committed to excellence in teaching, research, and service to the common good.
Located in Notre Dame, Indiana, the University is home to a vibrant campus community of students, faculty, and staff who are dedicated to fostering an inclusive environment and advancing the University's mission to be a force for good in the world. With world-class facilities, renowned academic programs, and a deep commitment to innovation and ethical leadership, Notre Dame provides a dynamic and rewarding workplace for those who seek to make a meaningful impact.
Job Description
Notre Dame Athletics develops and challenges each student-athlete to pursue excellence and serve as a force for good in the world. Our vision is to lead collegiate athletics by defining the integrated student-athlete experience and forming champions. To do this, we are eager to attract, recruit, develop and retain individuals who positively contribute to a collaborative, connected culture where all may thrive.
As a prospective member of Notre Dame Athletics, we invite you to apply if you have a shared purpose for our distinctly integrated student-athlete experience, an unrivaled passion for people who propel a dynamic and high performing organization, and a proven record of success in your field.
What You Can Expect as an Assistant Director, Financial Reporting & Analysis at ND
The Assistant Director, Financial Reporting & Analysis serves as a key financial contributor within the Athletics Business Office, responsible for the operational execution and analytical oversight of the department's financial activities. This role supports the Assistant AD - FP&A or lead aspects in budgeting, financial reporting, forecasting, and financial operations across multiple sport and administrative units while ensuring accuracy, transparency, and alignment with departmental priorities.
This role also partners closely with the Deputy Athletic Director - Finance & Strategy and the Assistant AD to translate complex financial information into actionable insights that inform decision-making, strengthen financial stewardship, and support the competitive and operational goals of Notre Dame Athletics. The position will play a central role in financial governance, operational financial management, and analytical reporting.
What we Pledge to You
Notre Dame Athletics and the Athletics Business Office is committed to your career development and growth as an individual. You can expect to learn directly from industry leading talent in the field of accounting, while reporting directly to a Certified Public Accountant. You will be hands on, making an impact on our student athletes' experience, starting day one. We will give you a space to cultivate your passion for analytics, and opportunities to expand your horizon in the industry of intercollegiate athletics. We will respect your boundaries of work and life, and offer you an environment to grow, learn and be a force for good.
The Fine Print
The Assistant Director, Financial Reporting & Analysis will be responsible for the following:
Budgeting & Financial Management
  • Lead aspects of the operational execution of the Athletics budgeting process across sport and administrative units, ensuring accurate planning, monitoring, and stewardship of departmental resources.
  • Lead the preparation, tracking, and analysis of sport program and administrative budgets, including team postseason budgets and major event financial planning.
  • Conduct regular budget-to-actual reviews with sport and administrative units to ensure alignment with approved financial plans.
  • Provide financial guidance of non-labor expenditures across the department, ensuring appropriate allocation and adherence to financial policies.
  • Serve as a key financial advisor to coaches and administrators by translating budget performance into actionable insights and recommendations.
  • Support the development and implementation of enhanced budgeting tools and processes to improve transparency, forecast accuracy, and operational decision-making.
  • Regularly review GL detail and post necessary adjusting/reclassifying journal entries to ensure accurate financial records and reporting.
  • Support year-end financial close procedures, including completion of assigned responsibilities within the departmental year-end checklist.

Financial Reporting, Analytics
  • Develop and maintain specialized financial reporting views for key Athletics activities including football game day, bowl participation, Shamrock Series events, facilities operations, hosted events, and postseason competition.
  • Produce on-demand financial analyses to support strategic and operational decision-making. Example analyses may include charter travel costs, event financial performance, or sport program cost comparisons.
  • Benchmark departmental labor costs to peer institutions for staff and coach compensation reviews
  • Prepare and present financial variance analysis summarizing departmental financial performance against approved budgets and forecasts.
  • Assist in the preparation and coordination of required external reporting including NCAA Agreed-Upon Procedures (AUP) and other institutional financial reporting requirements.

Business Intelligence
  • Lead the preparation and maintenance of departmental data visualizations and dashboards utilizing business intelligence platforms such as Tableau.
  • Collaborate with campus Controller's office on reporting data logic updates, to maintain reporting requirements and to better align reporting with current operations.

Forecasting & Financial Planning
  • Assist in the preparation and maintenance of monthly financial forecasts across Athletics sport and administrative units.
  • Prepare recurring forecast updates for team budgets and administrative areas to identify financial risks, emerging trends, and opportunities for resource reallocation.
  • Support Athletics leadership with forward-looking financial insights that improve planning and resource allocation decisions.

Special Projects
  • Prepare special ad hoc financial analyses and projects as directed by Athletics leadership.

Qualifications
Qualifications - What we Require from You
  • Bachelor's degree in Data Analytics, Finance, Business Administration, or a related field
  • Experience with Business Intelligence software, preferably Tableau
  • High level of detail orientation with a strong commitment to accuracy, organization, and quality
  • Ability to effectively manage multiple priorities in a fast-paced environment
  • Proficient in Microsoft Excel & Google Sheets
  • Knowledge of generally accepted accounting principles
  • Strong interpersonal and communication skills
  • Self-motivated, self-starter
  • Ability to work with a team & willing to learn
  • A sense of humor!

Additional Information
RESUME & COVER LETTER ARE REQUIRED to be considered for this position. Please add in the attachments section of your application.
Pay range: Up to $75,000, commensurate with experience
Please submit your application by August 16.
This position is an on-site position in South Bend, Indiana.
Benefits page: https://hr.nd.edu/benefits-compensation/
The University of Notre Dame seeks to attract, develop, and retain the highest quality faculty, staff and administration. The University is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, national or ethnic origin, sex, disability, veteran status, genetic information, or age in employment. Moreover, Notre Dame prohibits discrimination against veterans or disabled qualified individuals, and complies with 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a). We strongly encourage applications from candidates attracted to a university with a Catholic identity.

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