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Financial Assistant Jobs in Milwaukee, WI (NOW HIRING)

Fabick Cat

Retail Finance Assistant

Milwaukee, WI · On-site

Lender & Program Support: Assist the Financial Marketing Manager in working with lending ... institutions -- submitting applications and tracking approvals, rates, and terms. Maintain current ...

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Financial Assistant information

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$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 Milwaukee, WI is $23.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $25.82 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 Milwaukee, WI?

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

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

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

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

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

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Milwaukee, WI as of August 2026, with employment types broken down into 67% Full Time, 31% Part Time, and 2% Temporary. Highlights an 93% In-person, 5% Hybrid, and 2% Remote job distribution, with an average salary of $47,734 per year, or $22.9 per hour.

Retail Finance Assistant

John Fabick Tractor Company

Milwaukee, WI • On-site

Full-time

Posted 15 days ago

Job description

Company Overview:
Fabick Cat is the authorized dealer of Caterpillar equipment, prime and stand-by power systems, parts and service, compact construction, and rental equipment for major portions of Illinois, Missouri, the entire state of Wisconsin and the Upper Peninsula of Michigan. We have been in business for over 100 years and are headquartered in Fenton, Missouri. For more information visit www.fabickcat.com
Why Work For Us!
At Fabick Cat, you are beyond just an employee, you are a part of the Fabick family. A family that has worked so diligently to cement a legacy that was built over 100 years ago through a collective vision "To Ever Serve Our Customers Better". This legacy could not have been possible without first employing then developing the best and brightest talent the market has to offer. We believe it to be of the upmost importance to invest in our workforce by supporting and empowering employees to develop the necessary skills to become successful in their own career.... to become a legacy. Are you ready to join our family legacy to continue our existence as 'the greatest service organization of its kind' over the next 100 years? The Fabick family appreciates and values the ongoing commitment of its employees and is pleased to provide a highly competitive total compensation and benefits package.
Position Summary:
The Retail Finance Assistant supports the Financial Marketing Manager in the administration, processing, and coordination of retail finance and financial merchandising transactions for Fabick Cat's Territory Managers and customers. Based in Milwaukee, the role provides day-to-day operational and administrative support company wide to ensure finance documentation, applications, and funding are handled accurately and on time. The position reports to the Financial Marketing Manager.
Responsibilities:
* Transaction Processing & Documentation: Prepare, review, and process retail finance documentation for accuracy; assemble quotation and funding packages; track documents sent to and returned from the field; and verify funding amounts and program codes before submission.
* Lender & Program Support: Assist the Financial Marketing Manager in working with lending institutions -- submitting applications and tracking approvals, rates, and terms. Maintain current rate sheets, program codes, and factory support program details.
* Customer & Field Support: Respond to Territory Manager and customer inquiries on the status of quotes, applications, and funding; collect and organize customer credit information; and assist with preparing initial quotations under the direction of the Financial Marketing Manager.
* Data, Reporting & Records: Maintain finance transaction records, logs, and system/CRM entries; prepare reports on pipeline, funded transactions, and PIN/volume tracking; and keep records complete and audit-ready.
* Administrative Support: Provide general administrative and coordination support to the Financial Marketing Manager and finance function, including communications, scheduling, and follow-up on outstanding items.
* Perform other miscellaneous duties as requested by management.
Qualifications:
* Associate's or Bachelor's degree in Finance, Business, or a related field, or equivalent experience.
* 1-3 years of experience in finance, lending, banking, or administrative support (financial merchandising a plus).
* Strong attention to detail and accuracy in processing documentation and figures.
* Excellent communication and computer skills, including Excel and CRM/database systems.
* Ability to multi-task, prioritize, and handle confidential customer and financial information.

Physical Demands & Work Environment
* Primary work is performed in an office or service facility environment with frequent communication by phone and computer.
* Tasks involve sitting for extended periods, using hands and fingers to operate a computer and telephone, and reaching with arms.
* Occasional standing, walking, bending, stooping, crouching and kneeling may be required, especially when verifying equipment status in the yard or assisting with parts logistics.
* Employees are regularly required to talk and hear to communicate with technicians and customers; specific vision abilities include close vision, distance vision, color vision, depth perception and the ability to adjust focus.
* Must be able to lift and move up to 25 pounds occasionally (e.g., moving parts or equipment files) and safely handle heavier loads up to 50 pounds with assistance when necessary.
* Work may occasionally involve exposure to a warehouse or outdoor environment with moderate noise and varying weather conditions; appropriate personal protective equipment (PPE) should be used as required.

Equal Employment Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities.

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