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Financial Assistant Jobs in Boston, MA (NOW HIRING)

Ashwood Advisors, LLC

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Financial Assistant

Medfield, MA · On-site

$28K - $40K/yr

Track home office news items, technology updates, and e-mail communications; report pertinent information back to advisor. * Assist with data entry of all client financial information. * Track and ...

SA Chestnut, LLC

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Financial Assistant

Weston, MA · On-site

$50 - $150/hr

Spreadsheet software skills with macOS' Numbers, Microsoft Excel, or some equivalent, and the ability to understand, verify, and interpret financial statements (balance sheets, income statements ...

Town of Brookline

Finance Assistant

Brookline, MA · On-site

$30.06 - $31.33/hr

Finance Assistant Treasury Town of Brookline Hourly Rate: $30.06 $31.33 | 37.5 hours per week ... This position provides important clerical and financial support, including processing payments ...

The Judge Rotenberg Center

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Finance Assistant

Canton, MA · On-site

$25 - $29/hr

The Finance Assistant works closely with internal departments and external vendors to ensure ... Knowledge of financial reporting and Generally Accepted Accounting Principles (GAAP). * Advanced ...

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Financial Assistant information

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$11

$25

$43

How much do financial assistant jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial assistant in Boston, MA is $25.37, according to ZipRecruiter salary data. Most workers in this role earn between $19.86 and $28.46 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.
More about Financial Assistant jobs
What are the most commonly searched types of Financial jobs in Boston, MA? The most popular types of Financial jobs in Boston, MA are:
What are popular job titles related to Financial Assistant jobs in Boston, MA? For Financial Assistant jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Financial Assistant jobs in Boston, MA look for? The top searched job categories for Financial Assistant jobs in Boston, MA are:
What cities near Boston, MA are hiring for Financial Assistant jobs? Cities near Boston, MA with the most Financial Assistant job openings:
Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,773 per year, or $25.4 per hour.

Financial Assistant

Ashwood Advisors, LLC

Medfield, MA • On-site

$28K - $40K/yr

Full-time

Medical, Retirement, PTO

Re-posted 12 hours ago

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Job description

Principal responsibilities

  • Help advisor prepare for client meetings.
  • Anticipate advisor needs and handle them proactively.
  • Make suggestions to systematize and improve office functions.
  • Develop processes for tracking all business and handling paperwork.
  • Track all pending business paperwork; when documents are outstanding, update pending business summary sheet for advisor’s attention; track and tally all outstanding work weekly.
  • Complete all forms correctly and submit them within one business day.
  • File client statements, correspondence, and agreements completely within five business days.
  • Use excellent customer service skills to build client relationships.
  • Answer phone and handle all client service issues within capacity
  • Tentatively schedule all wholesaler meetings without consulting advisor.
  • Use CRM system efficiently to schedule client meetings and marketing activities and to enter new contacts.
  • Track home office news items, technology updates, and e-mail communications; report pertinent information back to advisor.
  • Assist with data entry of all client financial information.
  • Track and order all supplies.
  • Draft letters, as directed by advisor.
  • Prepare and send outgoing mail.
  • Assist advisor with marketing efforts, such as following up with referrals, updating contact management system with names of prospects, and spearheading drip mailing programs for prospects and clients.
  • Spearhead special projects.

Qualifications

Must be passionately committed to serving and caring for other people. Must be able to handle multiple projects simultaneously and operate successfully under deadlines. Must be able to follow directions while knowing when to take the ball and run with it. Software experience in Microsoft Word and Excel is required. Familiarity with PowerPoint is helpful. Must be highly Internet-savvy and able to navigate or learn financial software packages.