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Financial Assistant Jobs in Naples, FL (NOW HIRING)

HBK Sorce Financial LLC

Financial Advisor

Naples, FL · On-site

$70 - $90/hr

Financial Advisor - HBKS Wealth Advisors HBKS Wealth Advisors is an independent personal financial ... Respond to client service requests throughout the year. * Assist in acquiring new clients and ...

Baystate Financial

Financial Advisor

Naples, FL · On-site

$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 · On-site

$50 - $70/hr

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.

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 · On-site

$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 ...

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Financial Assistant information

See Naples, FL salary details

$9

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$37

How much do financial assistant jobs pay per hour?

As of Sep 6, 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:

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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.

Financial Assistant

KLEINFIELD WEALTH GROUP LLC

Fort Myers, FL • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Company Description KLEINFIELD WEALTH GROUP LLC is an individual and family services firm based in Fort Myers, Florida. The company provides personalized financial guidance and support to individuals and families seeking to manage and grow their wealth. Located at 9726 Commerce Center Court, the firm operates in a professional setting focused on client service and long-term financial planning. Team members collaborate to deliver tailored financial solutions that help clients achieve their personal and financial goals.

Role Description The Financial Assistant internship is an on-site role based in Fort Myers, FL. The intern will support day-to-day financial operations, including preparing and processing invoices, assisting with basic accounting entries, and helping maintain accurate financial records. Responsibilities include gathering and organizing financial data, supporting routine analyses and reports, and communicating with team members regarding documentation or discrepancies. The Financial Assistant will also assist with client-related administrative tasks, such as scheduling, preparing materials for meetings, and maintaining confidential files, while learning the fundamentals of finance and wealth management in a professional environment.

Qualifications

  • Candidates should possess strong Analytical Skills to review financial data, identify trends, and support basic financial reporting.
  • Candidates should possess skills in Microsoft Suite.
  • Candidates should possess foundational knowledge of Finance to understand core concepts in budgeting, investments, and personal wealth management.
  • Candidates should possess clear and professional Communication skills, both written and verbal, to collaborate with colleagues and interact with clients when needed.
  • Additional beneficial qualifications include attention to detail, integrity in handling confidential information, proficiency with spreadsheets and financial software, and a strong willingness to learn.
  • Current enrollment in or recent completion of a degree program in Finance, Accounting, Business, or a related field is preferred.

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