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Financial Assistant Jobs in Elgin, IL (NOW HIRING)

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

The Rockridge Group

Financial Analyst

Chicago, IL · On-site +1

Financial Analyst Location: Chicago, IL (open to remote as well) Duration: 6+ months This position ... Administer the firm's incentive compensation process with the Assistant Controller and Compensation ...

inlandgroup

Financial Analyst

Oak Brook, IL · On-site

Investment & Transaction Support * Assist with leasing, financing, acquisition, and disposition analyses. * Participate in loan document reviews from application through closing. * Review and monitor ...

Simplicity Group Holdings

Be Seen First

Financial Planner

Lincolnshire, IL · On-site

$80K - $89K/yr

... · Assist families in coordination and maximization of social security programs for the entire ... financial situations · Build and maintain strong client relationships through ongoing ...

pregis

Financial Analyst

Chicago, IL · On-site

$64K - $77K/yr

Job Summary The Financial Analyst will provide financial reporting and analysis to enhance decision ... Lead and assist in the continuous improvement, development, modification, and implementation of ...

Simplicity Group Holdings

Be Seen First

Financial Planner

Lincolnshire, IL · On-site

$80K - $89K/yr

... · Assist families in coordination and maximization of social security programs for the entire ... financial situations · Build and maintain strong client relationships through ongoing ...

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All JobsFinancial JobsFinancial Assistant JobsFinancial Assistant Jobs in Elgin, IL

Financial Assistant information

See Elgin, IL salary details

$10

$23

$39

How much do financial assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial assistant in Elgin, IL is $23.09, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $25.91 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 Elgin, IL?

The most popular types of Financial jobs in Elgin, IL are:

What job categories do people searching Financial Assistant jobs in Elgin, IL look for?

The top searched job categories for Financial Assistant jobs in Elgin, IL are:

What cities near Elgin, IL are hiring for Financial Assistant jobs?

Cities near Elgin, IL with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Elgin, IL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $48,018 per year, or $23.1 per hour.

Associate Financial Representative

LPL Financial Holdings, Inc.

Oak Brook, IL • On-site

Full-time

Medical, Retirement, PTO

Re-posted 3 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

128th of 152 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients' immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.
Responsibilities:
  • Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities
  • Handling and executing client transaction and general customer service requests.
  • Prepare client reports and proposals as required
  • Support other departments and independent financial advisors in their understanding of the program
  • Actively participate in customer service training and other training to remain current with operational policies and procedures
  • Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies
  • Communicate operational and financial industry policies and procedures.
  • Identify new sales and asset retention opportunities
  • Regularly exercise excellent business judgment
  • Research and resolve advisor and client issues

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Bachelor's Degree or equivalent working experience
  • Series 7
  • Series 63 and 65, or 66 License

Preferences:
  • 1 years + of direct client experience within the financial services industry preferred
  • Life and Health preferred
  • Excellent telephone service/relationship management skills
  • Proficient in Microsoft Office and web based applications
  • Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
  • Prior financial trading experience
  • Ideal candidate will have prior tele-sales experience
  • Must have excellent communication skills, and strong service ethic
  • Previous Experience as a financial advisor
  • Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered

Pay Range:
74,250.00 - 123,750.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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