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Financial Assistant Jobs in Appleton, WI (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Collabera

Financial Analyst

Neenah, WI · On-site

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

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 ...

J. J. Keller & Associates

Financial Analyst

Neenah, WI · On-site

Finance Employment Type: Full-Time Work Options: In Office at Location Specified Above #LI-Onsite Work Hours: Standard Business Hours Position Summary J. J. Keller is seeking to hire a Financial ...

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Financial Assistant information

See Appleton, WI salary details

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How much do financial assistant jobs pay per hour?

As of Sep 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 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:

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

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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 Consultant

Allouez, WI • On-site

Wealthbridge-Financial-Group
See more jobs at Wealthbridge-Financial-Groupexternal

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Medical, Dental, Vision, Life, Retirement

Re-posted 4 days ago

Job description

Financial Consultant | WealthBridge


WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto 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.



  • 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.



  • 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

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