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Financial Assistant Jobs in Zion, IL (NOW HIRING)

SGL Financial, LLC

Lead Financial Planner

Buffalo Grove, IL · On-site

$77K - $104K/yr

A passion for financial planning and helping others is at the heart of everything we do ... Utilizing our exclusive and proprietary planning software, you will assist with data input and ...

SGL Financial, LLC

Lead Financial Planner

Buffalo Grove, IL · On-site

$77K - $104K/yr

A passion for financial planning and helping others is at the heart of everything we do ... Utilizing our exclusive and proprietary planning software, you will assist with data input and ...

Simplicity Group Holdings

Be Seen First

Financial Planner

Lincolnshire, IL · On-site

$80K - $89K/yr

... · Assist families in coordination and maximization of social security programs for the entire ... financial situations · Build and maintain strong client relationships through ongoing ...

Simplicity Group Holdings

Be Seen First

Financial Planner

Lincolnshire, IL · On-site

$80K - $89K/yr

... · Assist families in coordination and maximization of social security programs for the entire ... financial situations · Build and maintain strong client relationships through ongoing ...

24 Seven Talent

Junior Financial Analyst

Mundelein, IL · On-site

Support the preparation of financial reports, analyses, and presentations. * Assist with budgeting, forecasting, and financial planning processes. * Analyze financial and operational data to identify ...

Advocate Aurora Health

Financial Advocate

Libertyville, IL · On-site

$22.90 - $34.35/hr

Financial Advocates work directly with uninsured and underinsured patients to assist with Medicaid, Marketplace, and other financial assistance programs. This role is patient-facing and requires ...

Advocate Aurora Health

Financial Advocate

Libertyville, IL · On-site

$22.90 - $34.35/hr

Financial Advocates work directly with uninsured and underinsured patients to assist with Medicaid, Marketplace, and other financial assistance programs. This role is patient-facing and requires ...

VTech Electronics

Financial Analyst

Arlington Heights, IL · On-site

$75K - $82K/yr

Incorporate key financial metrics/statistics to validate the financial data for accuracy and completeness. * Assist Controller in identifying opportunities to drive process improvements utilizing ...

LeapFrog

Financial Analyst

Arlington Heights, IL · On-site

Incorporate key financial metrics/statistics to validate the financial data for accuracy and completeness. * Assist Controller in identifying opportunities to drive process improvements utilizing ...

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Financial Assistant information

See Zion, IL salary details

$10

$22

$38

How much do financial assistant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for financial assistant in Zion, IL is $22.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $25.19 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 job categories do people searching Financial Assistant jobs in Zion, IL look for?

The top searched job categories for Financial Assistant jobs in Zion, IL are:

What cities near Zion, IL are hiring for Financial Assistant jobs?

Cities near Zion, IL with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Zion, IL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,722 per year, or $22.5 per hour.

Financial Advisor Sales Assistant

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 21 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
  • Understanding of and ability to articulate full scope of JFG products and services.
  • Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
  • Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
  • Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
  • Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
  • Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
  • Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
  • Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
  • Manage and enter data through use of Financial Planning operating systems.
  • Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:
  • HS diploma required, Bachelor's degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
  • Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
  • Life and health licenses desired.
  • Strong internal and external communication skills, established ability to develop relationships with key business partners.
  • Expert customer service and time management skills required.
  • Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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