ZipRecruiter

Log In

1

Financial Assistant Jobs in Raleigh, NC (NOW HIRING)

DataAnnotation

Financial Planner

Raleigh, NC · Remote

$40 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

DataAnnotation

Financial Planner

Cary, NC · Remote

$40 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

DataAnnotation

Financial Planner

Durham, NC · Remote

$40 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced ...

next page

Showing results 1-20

All JobsFinancial Assistant JobsFinancial Assistant Jobs in Raleigh, NC

Financial Assistant information

See Raleigh, NC salary details

$10

$22

$38

How much do financial assistant jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for financial assistant in Raleigh, NC is $22.68, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $25.43 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.

What are Financial Assistants?

Financial Assistants are professionals who support finance departments or teams by handling administrative and clerical tasks related to financial management. Their responsibilities often include data entry, processing invoices and payments, maintaining financial records, and assisting with budgeting and reporting. They play a key role in ensuring the accuracy and efficiency of financial operations within an organization. Financial Assistants typically work under the supervision of accountants or financial managers, and their work helps organizations manage their finances smoothly.

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 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.

More about Financial Assistant jobs
What are the most commonly searched types of Financial jobs in Raleigh, NC? The most popular types of Financial jobs in Raleigh, NC are:
What are popular job titles related to Financial Assistant jobs in Raleigh, NC? For Financial Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Assistant jobs in Raleigh, NC look for? The top searched job categories for Financial Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Assistant jobs? Cities near Raleigh, NC with the most Financial Assistant job openings:
Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Raleigh, NC as of June 2026, with employment types broken down into 50% Full Time, 25% Part Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $47,168 per year, or $22.7 per hour.
Registered Financial Assistant

Registered Financial Assistant

Coastal Credit Union

Raleigh, NC • On-site

Full-time

Posted 21 days ago

Job description

Job Title: Registered Financial Assistant

Position Location: Raleigh, NC. Hybrid position, must live locally.

Job Summary:

The Registered Financial Assistant provides support to Wealth Management Financial Advisors, builds client base, organizes events, and provides exceptional customer service.

As a key contributor to the Coastal team, your responsibilities will be:

  • (40%) Centralized Program Support: Offer business units comprehensive support by identifying growth opportunities leading to an increase in program capacity and to drive overall program success
  • (20%) Client and Administrative Support: Facilitate smooth operations and client transactions by processing new business requests, handling paperwork and trades, managing daily calendars, and ensuring high-quality customer service and operational efficiency.
  • (20%) Event Coordination and Reporting: Organize events and track marketing effectiveness by maintaining registration logs and following up on appointments as a result of the event. Boost client engagement and optimize marketing strategies via email, postcard, and letter campaigns.
  • (10%) Support Financial Advisors: Build member relationships, drive new business through book of business analysis, and maintain advisors' existing book of business to enhance client retention and growth leading to strong client loyalty and increased revenue.
  • (10%) Prospecting and Scheduling: Expand client base by working the referrals provided by internal partners and improve advisor efficiency via conducting outbound calls, managing marketing mailings, maintaining prospect database, and scheduling appointments and referrals, helping with retention and deepening client relationships

Interested? Here are the qualifications we need to see on your resume:

Experience:

  • Two years of experience in a support, sales, or administrative capacity in a financial service or sales environment
  • FINRA Series 7; Series 63/65 or 66
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • NC Life, Accident and Health licenses preferred

Education:

  • High School diploma or equivalent

Essential cognitive/physical/social requirements of position:

Must be able to learn and retain information; resolve problems and think sequentially; remain in a stationary position; constantly operate a computer; and converse with others on a continual basis.

Deadline for Application: All resumes must be received on or before 6/15/2026

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at jkedra@coastal24.com. Request for reasonable accommodation will be considered on a case by case basis.

"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."

-Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans