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Financial Assistant Jobs in Spokane, WA (NOW HIRING)

LPL Financial

Associate Financial Advisor

Spokane, WA · On-site

Analyze financial data received from clients and assist with the development of investment strategies to meet their goals * Initiate financial plans for clients based on their goals, time horizon ...

DataAnnotation

Financial Planner - AI Trainer

Spokane, WA · Remote

$50 - $100/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 ...

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Financial Assistant information

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How much do financial assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial assistant in Spokane, WA is $23.61, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $26.49 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 Spokane, WA?

The most popular types of Financial jobs in Spokane, WA are:

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For Financial Assistant jobs in Spokane, WA, the most frequently searched job titles are:

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What cities near Spokane, WA are hiring for Financial Assistant jobs?

Cities near Spokane, WA with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Spokane, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $49,116 per year, or $23.6 per hour.

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Kestra Financial

Spokane Valley, WA • On-site

Other

Medical, Retirement, PTO

Re-posted 20 days ago

Job description

We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.

Paraplanning and Analytical Support

· Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.

· Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.

· Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.

· Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.

Office Management and Administration

· Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion.

· Scheduling: Serve as the main point of contact for clients scheduling meetings.

· Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements).

Requirements

· Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.

· Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.

· Skills:

o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.

o Strong written and verbal communication skills.

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

· A high level of integrity and ability to maintain strict confidentiality.

· Knowledge of industry regulations and compliance standards is extremely beneficial.

· Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.

Benefits

· Competitive salary commensurate with experience

· 401(k) with company match

· Flexible hours and paid time off and holidays

· A flexible, supportive, and collaborative work environment

· Financial assistance for professional accreditations and continuing education

· No health insurance benefits are available

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