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Financial Assistant Jobs in Vermont (NOW HIRING)

Financial Accountant

Colchester, VT · On-site

$85K - $115K/yr

Prepare monthly, quarterly, and annual financial reporting to meet internal and external reporting requirements. * Assist with internal and external audit requests. * Ensure compliance with internal ...

Financial Accountant

Colchester, VT · On-site

$85K - $115K/yr

We're seeking a Financial Accountant to join us in a vital role managing complex accounting for ... Assist with special projects by gathering information and providing supporting analysis as ...

Financial Planning, Analysis & Cash Management * Assist with budgeting, forecasting, and financial analysis by evaluating business performance, monitoring variances, and providing insights to support ...

Financial Planning, Analysis & Cash Management * Assist with budgeting, forecasting, and financial analysis by evaluating business performance, monitoring variances, and providing insights to support ...

Financial Accountant

Burlington, VT · On-site

$70K - $80K/yr

Financial Planning, Analysis & Cash Management * Assist with budgeting, forecasting, and financial analysis by evaluating business performance, monitoring variances, and providing insights to support ...

Financial Accountant

Burlington, VT · On-site

$70K - $80K/yr

Financial Planning, Analysis & Cash Management * Assist with budgeting, forecasting, and financial analysis by evaluating business performance, monitoring variances, and providing insights to support ...

CNA - Certified Nurse Assistant

Newport, VT · On-site

$21 - $27.60/hr

Employee Foundation to financially assist through unforeseen hardships *Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off *Free 24/7 virtual health care provided by licensed ...

CNA - Certified Nurse Assistant

Newport, VT · On-site

$21 - $27.60/hr

Employee Foundation to financially assist through unforeseen hardships *Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off *Free 24/7 virtual health care provided by licensed ...

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Financial Assistant information

See Vermont salary details

$11

$24

$42

How much do financial assistant jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial assistant in Vermont is $24.83, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.84 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.
What are the most commonly searched types of Financial jobs in Vermont? The most popular types of Financial jobs in Vermont are:
What are popular job titles related to Financial Assistant jobs in Vermont? For Financial Assistant jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Financial Assistant jobs in Vermont look for? The top searched job categories for Financial Assistant jobs in Vermont are:
What cities in Vermont are hiring for Financial Assistant jobs? Cities in Vermont with the most Financial Assistant job openings:
Infographic showing various Financial Assistant job openings in Vermont as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,649 per year, or $24.8 per hour.

Financial Consultant

Community Financial System, Inc.

Manchester Center, VT

$66K - $108K/yr

Full-time

Re-posted 9 days ago


Job description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance.

Key Responsibilities:

  • Consult with clients to assess their financial situations and develop customized financial plans
  • Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance
  • Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes
  • Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice
  • Cultivate long-term client relationships based on trust, transparency, and results
  • Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance
  • Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards
  • Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications

Education, Training and Requirements:

  • Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)
  • Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance
  • Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products
  • Exceptional communication and interpersonal skills
  • Proven track record of building and managing client relationships
  • Team player with the ability to collaborate with others
  • Proficient in financial planning software and CRM systems
  • All applicants must be 18 years of age or older

Preferred Skills:

  • Experience with mass affluent, high-net-worth and commercial clients
  • Strong analytical thinking and decision-making skills
  • Bilingual or multilingual proficiency is a plus
  • Familiarity with digital advisory platforms and financial technology tools
  • High level of emotional intelligence, empathy, and professionalism
  • Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications
  • Comfortable working in a fast-paced, technology-driven environment
  • Detail oriented with superior organizational skills and ability to prioritize

Experience:

  • 2–5 years of experience in financial advising, wealth management, or investment consulting