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Financial Assistant Jobs in Appleton, WI (NOW HIRING)

ThedaCare

Grant Financial Analyst

Appleton, WI · On-site

The Grants Financial Analyst is responsible for the financial management, compliance, and reporting ... Support internal and external audits, including Single Audits * Assist with grant budget ...

Robert Half

Financial Analyst

Appleton, WI · Remote

$40 - $50/hr

We are seeking an experienced Financial Analyst to join our team on a contract-to-permanent basis. While this position is fully remote, candidates should be based in the Fox Valley area. In this role ...

New

Lawrence University

Financial Aid Counselor

Appleton, WI

$38K - $50K/yr

Maintain current knowledge of federal and state financial aid programs, software, and regulations. * Assist in the evaluation and implementation of department policies and procedures. * Represent ...

BAM Coatings

Be Seen First

Financial Controller

Appleton, WI · On-site

$70K - $85K/yr

It's a rare chance to gain executive-level financial insight and grow toward a Director of Finance or CFO-level role . Compensation & Benefits * Salary: $70,000 - $85,000 (depending on experience)

New

Lawrence University

Financial Aid Counselor

Appleton, WI · On-site

$38K - $50K/yr

Maintain current knowledge of federal and state financial aid programs, software, and regulations. * Assist in the evaluation and implementation of department policies and procedures. * Represent ...

Park Lawn Corporation

General Manager

Appleton, WI

$70K - $90K/yr

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

General Manager

Appleton, WI · On-site

$70K - $90K/yr

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 ...

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Financial Assistant information

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$10

$22

$39

How much do financial assistant jobs pay per hour?

As of Jul 13, 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 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.

What are Financial Assistants?

Financial Assistants are professionals who support finance departments or teams by handling administrative and clerical tasks related to financial management. Their responsibilities often include data entry, processing invoices and payments, maintaining financial records, and assisting with budgeting and reporting. They play a key role in ensuring the accuracy and efficiency of financial operations within an organization. Financial Assistants typically work under the supervision of accountants or financial managers, and their work helps organizations manage their finances smoothly.

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 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.

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 July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 1% Temporary, and 3% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $47,397 per year, or $22.8 per hour.

Financial Consultant

WealthBridge Financial Group

Allouez, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

New

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support