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Financial Assistant Jobs in Naples, FL (NOW HIRING)

Baystate Financial

Financial Services Advisor

Naples, FL

$80K - $100K/yr

Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is ...

Flagstar Bank

Financial Consultant

Naples, FL

Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.

NCH

Financial Analyst General Ledger

Naples, FL · On-site

... Assist in the month-end and variance analysis process to ensure that financial activities align with historical performance and organizational goals. • Analyze financial data to aid in decision ...

Collier County

Manager - Financial Operations

Naples, FL

$91K - $148K/yr

... staff, assist with complex situations/issues, provide technical expertise. Direct the assigned ... Promote operational and financial optimization by creating and rolling out analyst tools to provide ...

Troon

Director of Financial Management

Naples, FL · On-site

Implements and adheres to policies and procedures for the Financial Management function, including compliance with all company accounting standards. * Assist with policy and procedures updates and ...

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Financial Assistant information

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How much do financial assistant jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial assistant in Naples, FL is $22.00, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $24.66 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 Naples, FL?

The most popular types of Financial jobs in Naples, FL are:

What are popular job titles related to Financial Assistant jobs in Naples, FL?

For Financial Assistant jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Financial Assistant jobs in Naples, FL look for?

The top searched job categories for Financial Assistant jobs in Naples, FL are:

What cities near Naples, FL are hiring for Financial Assistant jobs?

Cities near Naples, FL with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Naples, FL 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 $45,750 per year, or $22 per hour.

Assistant Manager Financial Services - Estero

Teachers Federal Credit Union

Estero, FL • On-site

Full-time

Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary:

The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations.

Education and/or Experience:

  • High School Diploma required
  • Minimum of three years branch banking experience required as an individual contributor
  • Microsoft Word and Excel skills required
  • Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required
  • Spanish language skills preferred

Job Responsibilities:

  • Performs routine branch opening, closing, member service, and other operational tasks and activities
  • Assumes responsibility for the supervision of the branch office during the manager's absence
  • Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques
  • Helps branch manager in achieving financial, operational, and customer satisfaction goals for the branch
  • Resolves member or operational issues
  • Coordinates with other Credit Union teams to promote products and represents the Credit Union during community events
  • Supports portfolio growth by helping to identify opportunities to deepen relationships and increase member acquisition
  • Ensures members receive optimal service and monitor/adheres to operational controls
  • Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals.
  • Ensures compliance with Teachers policies and procedures
  • Perform all duties inherent in the role of a supervisor
  • Perform other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

  • This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus

  • Paid time off for vacation, personal days, and holidays
  • 401(k) company contribution
  • Teachers pays 100% of Dental & Vision premium
  • Tuition reimbursement is offered to full-time employees
  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.


To learn more about Teachers and to view a full list of our job opportunities please visithttps://www.teachersfcu.org/about/careers

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