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Financial Assistant Jobs (NOW HIRING)

Wintrust

Financial Assistant

Holland, MI · On-site

$20.20 - $24.04/hr

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping ...

SA Chestnut, LLC

Be Seen First

Financial Assistant

Weston, MA · On-site

$50 - $150/hr

Spreadsheet software skills with macOS' Numbers, Microsoft Excel, or some equivalent, and the ability to understand, verify, and interpret financial statements (balance sheets, income statements ...

XLA

Relocation/Financial Assistant

Arlington, VA

$50K/yr

XLA is looking for a Relocation/Financial Assistant to support a federal agency in Arlington, VA. This position is onsite position Monday-Friday. Salary: $50,000 General Experience: Two years ...

Schomp

$18.81 - $19/hr

The Business Assistant team plays a crucial role in the sales process by efficiently and accurately handling car financing, ensuring a seamless experience for customers. If you're a high achiever ...

LifeWise Academy

Volunteer Financial Assistant

Luck, WI · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program. Job Responsibilities Overview * Prepare and ...

LifeBridge Health

IT Financial Assistant

Baltimore, MD · On-site

$20 - $30.09/hr

IT Financial Assistant * Baltimore, MD * SINAI HOSPITAL * INFORMATION SERVICES * Full-time - Day shift - 8:30am-5:00pm * CLERICAL ADMIN * 96381 * $20.00-$30.09 Experience based * Posted: July 6, 2026 ...

voagny

Financial Assistant/Case Manager

Bronx, NY

Financial Assistant/Case Manager The Financial Assistant/Case Manager Specialist ensures that each client obtains entitlements clearance at intake and that resident's benefits are maintained for ...

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Financial Assistant information

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How much do financial assistant jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for financial assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 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
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What are the most commonly searched types of Financial jobs? The most popular types of Financial jobs are:
Who are the top companies hiring for Financial Assistant jobs? The top employers for Financial Assistant jobs are:
What states have the most Financial Assistant jobs? States with the most job openings for Financial Assistant jobs include:
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Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Assistant

Wintrust

Holland, MI • On-site

$20.20 - $24.04/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

Wintrust rating

8.0

Company rating: 8.0 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
  • Competitive pay and discretionary or incentive bonus eligible
  • Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few
  • Promote from within culture

Why join this team?
  • We employ approximately 300 associates and are responsible for more than $25+ billion of client assets
  • Strong track record of valuing and investing in existing talent by providing opportunities for growth and advancement
  • We hold ourselves to the highest standard of service and integrity in the industry
  • We have a strong reputation for quality service and impeccable ethics

What you will do
  • As a Wintrust Wealth Management Financial Associate, you will support our Financial Advisor.
  • Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients
  • Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.
  • Schedule and manage client reviews. Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles. Enter and maintain CRM notes as directed.
  • Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files.
  • Act as the team's Office Manager. Order supplies, keep marketing materials up to date, and keep the office running smoothly.
  • Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system.
  • Cultivate a service environment targeted towards enhancing the client experience
  • Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.

Qualifications
  • 3+ years of relevant experience in the financial industry and customer service experience strongly preferred
  • Working knowledge of Microsoft Word, Excel, and Outlook; knowledge of Salesforce and Workday desirable.
  • FINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to start
  • Relationship management skills
  • A thorough understanding of a client service environment

Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated hourly rate for this role is $20.20 - $24.04, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills and experience.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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