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Financial Assistant Jobs in Stuart, FL (NOW HIRING)

Insurance Office of America

Financial Analyst

Jupiter, FL

$65K - $85K/yr

  • Medical

  • Retirement

Financial Analyst Work Mode: Fully Remote | Supporting: Longwood, FL office | Experience: Bachelor ... Forecasting Support: Assist with cash flow forecasting related to producer equity programs and ...

UHS

Financial Aid Officer

Port Saint Lucie, FL

The Financial Aid Officer will: * Assist the student with filling out the FAFSA * Determine the student's title IV eligibility * Create cost estimates and explain funding options to the students and ...

Integrity Wealth Advisors

Be Seen First

Administrative Assistant for Boutique Tax and Financial Planning Firm

Jupiter, FL · On-site

$16 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Integrity Tax & Wealth Advisors is a boutique tax and financial services practice seeking a full-time, highly motivated, organized, and capable Administrative Assistant to join our team. Located in ...

New

Integrity Wealth Advisors

Be Seen First

Administrative Assistant for Boutique Tax and Financial Planning Firm

Jupiter, FL · On-site

$16 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Integrity Tax & Wealth Advisors is a boutique tax and financial services practice seeking a full-time, highly motivated, organized, and capable Administrative Assistant to join our team. Located in ...

New

HBKS Wealth Advisors

Financial Advisors

Stuart, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies ...

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Financial Assistant information

See Stuart, FL salary details

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$35

How much do financial assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for financial assistant in Stuart, FL is $20.61, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $23.12 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.

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 work of 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 systems and need strong organizational and communication skills to ensure accurate financial data management.

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.

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 document organization to ensure accurate financial management.
More about Financial Assistant jobs

What are the most commonly searched types of Financial jobs in Stuart, FL?

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

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

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

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

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

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Stuart, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $42,878 per year, or $20.6 per hour.

Financial Administrative Assistant

Hein Wealth + Tax Solutions

Jupiter, FL

Full-time

Re-posted 23 days ago

Job description

At Hein Wealth & Tax Solutions, you’ll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you’ll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you’re detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.


Responsibilities:
  • Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
  • Complete paperwork to fund Alternative Investments and Annuities
  • Maintain and update information in the CRM System
  • Handle requests for transfers of funds in and out of accounts
  • Front desk meets and greets clients
  • Answer basic client questions (not including financial/investment advice)
  • Research products and product pricing, and contact carriers for information
  • Set up and retrieve reports in the portfolio management system
  • Help manage social media and marketing campaigns
  • Assist the Client Service Administrator in day-to-day duties
  • Other responsibilities as assigned by the lead advisor

Qualifications:
  • Positive attitude, customer-oriented
  • Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
  • Ability to learn a new Client Service Online Platform
  • Proficient with Windows-based software, including MS Word, Excel, and Adobe
  • Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
  • Ability to ask questions when not sure of something
  • Brokerage Experience preferred
  • High School Degree required
  • Associate's degree or higher preferred

About Company

Hein Wealth & Tax Solutions is an independent, family-founded financial planning firm based in Jupiter, Florida. We help individuals, families, and business owners navigate important financial decisions with clarity, care, and long-term perspective. Our work goes beyond investments, focusing on thoughtful planning, education, and building trusted relationships over time.

We value integrity, teamwork, and attention to detail, and we believe great planning starts with listening and follow-through. Our team is professional, supportive, and committed to doing what’s right for the clients.

Joining Hein Wealth means being part of a firm where your work supports meaningful relationships and real-life decisions. You’ll collaborate with experienced professionals, contribute to an organized planning process, and play an important role in helping clients feel confident about their financial future.