Overview As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program. Job Responsibilities Overview * Prepare and ...
Overview As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program. Job Responsibilities Overview * Prepare and ...
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Financial Assistant information
See Iowa salary details
$9.93 - $12.46
1% of jobs
$12.46 - $14.98
8% of jobs
$16.91 is the 25th percentile. Wages below this are outliers.
$14.98 - $17.51
22% of jobs
The median wage is $19.63 / hr.
$17.51 - $20.03
24% of jobs
$20.03 - $22.56
16% of jobs
$23.56 is the 75th percentile. Wages above this are outliers.
$22.56 - $25.08
13% of jobs
$25.08 - $27.61
10% of jobs
$27.61 - $30.13
5% of jobs
$30.13 - $32.66
2% of jobs
$32.66 - $35.18
0% of jobs
$35.18 - $37.71
0% of jobs
$9
$21
$37
How much do financial assistant jobs pay per hour?
What are the key skills and qualifications needed to thrive as a financial assistant, and why are they important?
How does a financial assistant typically collaborate with other departments within an organization?
What is the work of a financial assistant?
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?
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains 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?

Job description
As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.
Job Responsibilities Overview
- Prepare and maintain an annual budget
- Log donations and manage records online in The LIST
- Monitor "declined" donations on The LIST and contact those who had declined donations
- Send thank-you notes and log sent date in The LIST
- Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
- Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
- Review monthly financial reports for accuracy and alignment with the program budget
- Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
- Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
- Use a variety of websites keeping records and logging hours worked
- Lead the processes for collection and record-keeping of donations for fundraising events
Qualifications and Experience
- A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
- Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
- Leadership experience in either a professional or volunteer capacity
- Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace
LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category.
Grid Level: 1a
About LifeWise Academy
Sourced by ZipRecruiter
Industry
Religious organizations
Company size
501 - 1,000 Employees
Headquarters location
Hilliard, OH, US
Year founded
2018