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Financial Assistant Jobs in Appleton, WI (NOW HIRING)

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

Park Lawn Corporation

Administrative Assistant

Appleton, WI · On-site

$17.50 - $23.75/hr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Park Lawn Corporation

Administrative Assistant

Appleton, WI · On-site

$17.50 - $23.75/hr

Financial assistant programs encouraging employees through education and development in industry related subjects. * Robust Health and Welfare Plans, and savings account options, designed to support ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

This position is expected to support cost-reduction efforts, assist in maximizing the efficiency of the financial systems, and communicate within the Controlling and Sales Teams. The Financial ...

Thrivent Financial

Administrative Assistant

Oshkosh, WI · On-site

$18/hr

Summary Apex Financial Group is an independent financial services practice of Thrivent, a faith ... Job Summary The Administrative Assistant provides front desk and administrative support for Apex ...

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Responsible for the accurate preparation of materials related to monthly financial reports and may assist with the development and editing of monthly board package. * May perform other duties as ...

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Financial Assistant information

See Appleton, WI salary details

$10

$22

$39

How much do financial assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial assistant in Appleton, WI is $22.79, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $25.58 per hour, depending on experience, location, and employer.

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 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 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 documentation to ensure accuracy and efficiency in financial processes.
More about Financial Assistant jobs

What are the most commonly searched types of Financial jobs in Appleton, WI?

The most popular types of Financial jobs in Appleton, WI are:

What are popular job titles related to Financial Assistant jobs in Appleton, WI?

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

What job categories do people searching Financial Assistant jobs in Appleton, WI look for?

The top searched job categories for Financial Assistant jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Assistant jobs?

Cities near Appleton, WI with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Appleton, WI 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 $47,397 per year, or $22.8 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Re-posted 2 days ago

Job description

Financial Services Assistant
TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.
TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.
The Ideal Candidate:
  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:
  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

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