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Financial Assistant Jobs in California (NOW HIRING)

Miamioh

Assistant Professor - Finance

Benicia, CA

Job Title Assistant Professor - Finance Department Finance Department Worker Type Regular Pay Type ... a new Financial Planning and Wealth Management minor, as well as to provide service to the ...

New

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Attend the VP Lead client meetings to assist and gain hands-on experience ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

West Covina, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

West Covina, CA · On-site

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

West Covina, CA

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

Corona, CA

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Trilogy Financial

Wealth Management Assistant

West Covina, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor ... Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce ...

Crystal Stairs

Finance - Payment Assistant

Los Angeles, CA · On-site

$20 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Fiscal - Payment Assistant 100% Onsite - Location: Los Angeles, CA 90056 What We're Looking For: We are seeking a Provider Payments Assistant, that will process and print provider payments exported ...

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Showing results 21-40

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Financial Assistant information

See California salary details

$10

$23

$39

How much do financial assistant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial assistant in California is $23.05, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.87 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

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

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the work of a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting systems and need strong organizational and communication skills to ensure accurate financial data management.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial document organization to ensure accurate financial management.
More about Financial Assistant jobs

What are the most commonly searched types of Financial jobs in California?

The most popular types of Financial jobs in California are:

What are popular job titles related to Financial Assistant jobs in California?

For Financial Assistant jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Assistant jobs in California look for?

The top searched job categories for Financial Assistant jobs in California are:

What cities in California are hiring for Financial Assistant jobs?

Cities in California with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,940 per year, or $23 per hour.

Financial Aid Student Assistant

Feather River College

Quincy, CA • On-site

Full-time

Re-posted 16 days ago

Job description

Posting Details
Classification Information
Classification Title
Classification Code
Rank
Position Information
Position Title
Financial Aid Student Assistant
Posiition Number
STSS28
Tenure Information
Job Description
Under direct supervision, serve as receptionist for joint Admissions & Records and Financial Aid area and perform a variety of clerical tasks, including file maintenance, mailings, copies and related duties as assigned.
Required Qualifications
Preferred Qualifications
Compliance Physical Characteristics
Physical Characteristics
• Vision sufficient to read computer screens, handwritten, and printed documents.
• Manual dexterity to operate keyboards, manipulate papers, answer phones.
• Speech and hearing to communicate effectively with individuals.
• Bending and reaching to obtain or replace files and records.
Salary Range
Minimum Qualifications
Enrolled in a minimum of 6 units in corresponding semester. Must present appropriate documentation that establishes identity and employment authorization.
Hourly Rate
Minimum Wage
Desirable Qualifications
• Previous experience working in an office environment
Essential Duties
• Serve receptionist for the Financial Aid and Admissions & Records offices. Answer basic questions including showing students and prospective students how to access and use online services
• Provide input to the Financial Aid Communications Plan, Financial Aid Self-Service, communications pieces to improve the office's communications with students and prospective students
• Perform a variety of clerical tasks including but not limited to: Prepare and stuff mailings and handouts for presentations/workshops; File documents in student folders in proper order; Update tracking codes on student electronic files
• Prepare correspondence, announcements, forms, and other materials from drafts, notes or brief instructions
• Access information and generate reports from the BANNER System
• Operate a variety of standard office equipment such as a personal computer (Word, Excel, and BANNER System), copier, fax and phones
• Keep Scholarship wall and binder up-to-date
• Help make student photo ID cards
• Keep lobby organized and replaces outdated information as needed
• Post flyers around campus as needed.
Posting Detail Information
Posting Number
Is there an approved budget for this position?
Position End Date (if temporary)
Open Date
Close Date
Open Until Filled
No
Special Instructions to Applicants
Advertising Sources
Advertising Summary

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