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Financial Assistant Jobs in Slinger, WI (NOW HIRING)

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Financial Reporting Manager

Milwaukee, WI · On-site

$120K - $150K/yr

Support the preparation of business review meeting materials, translating consolidated financial results and budget-to-actual bridges into clear, actionable management reporting. * Assist with month ...

Bitfactory

Financial Reporting Manager

Milwaukee, WI · On-site

$90 - $120/hr

Support the preparation of business review meeting materials, translating consolidated financial results and budget‑to‑actual bridges into clear, actionable management reporting. * Assist with ...

Mount Mary University

Financial Aid Counselor

Milwaukee, WI · On-site

$38K - $50K/yr

Financial Aid Counselor Reports To : Director of Financial Aid & Veterans Services Department ... Manage Federal and Private Loan Program * Assist as required with annual audits * Process and award ...

Mount Mary University

Financial Aid Counselor

Milwaukee, WI · On-site

$38K - $50K/yr

Financial Aid Counselor Reports To : Director of Financial Aid & Veterans Services Department ... Manage Federal and Private Loan Program * Assist as required with annual audits * Process and award ...

Advocate Aurora Health

Financial Advocate

Grafton, WI · On-site

$22.90 - $34.35/hr

Calculates and provides patients with personalized estimates of their financial responsibility ... Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ...

Advocate Aurora Health

Financial Advocate

Hartford, WI · On-site

$22.90 - $34.35/hr

Calculates and provides patients with personalized estimates of their financial responsibility ... Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ...

Masterson Foods

Financial Controller

Milwaukee, WI

$105K - $130K/yr

The Controller oversees the Finance and IT departments, responsible for overseeing all day-to-day transactional work and process improvement, while ensuring the accuracy, integrity, and efficiency of ...

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Financial Assistant information

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How much do financial assistant jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for financial assistant in Slinger, WI is $23.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $26.83 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 Slinger, WI?

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

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

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

What cities near Slinger, WI are hiring for Financial Assistant jobs?

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

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Slinger, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $49,775 per year, or $23.9 per hour.

Associate Financial Advisor

Milwaukee, WI • On-site

Robert W Baird & Co
See more jobs at Robert W Baird & Coexternal

Full-time

Re-posted yesterday

Job description

About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service

  • Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities

  • Review, research and analyze data to create customized, annual financial plans for clients

  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team

  • Connect with next generation clients through planning

  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts

  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects

  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point

  • Document, follow up, and support the closing of opportunities identified from the financial planning process

  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios

  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized

  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Bachelor's degree required

  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role

  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses

  • Minimum of three years of investment experience in a client facing role

  • Excellent presentation skills, very strong interpersonal and written communication skills

  • Proven self-starter, highly motivated, with the ability to work independently

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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