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Financial Associate Jobs in Monroe, LA (NOW HIRING)

... financial performance requirements. All aspects of the assigned project must be carried out as ... The Associate Project Manager will recruit, hire, train, manage, supervise, promote, discipline and ...

Tax Associate

Monroe, LA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Monroe, LA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Rayville, LA · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Bastrop, LA · On-site

$46K - $61K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Farmerville, LA · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

West Monroe, LA · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Part Time Sales Associate

Monroe, LA · On-site

$14.50 - $16.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

... associates are focused on compliance and customer service. They smile, greet and thank customers ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking Team Associate

Rayville, LA · On-site

$14 - $27/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking Team Associate

Monroe, LA · On-site

$14 - $27/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking Team Associate

Bastrop, LA · On-site

$14 - $27/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking Team Associate

Monroe, LA · On-site

$14 - $27/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Financial Associate information

See Monroe, LA salary details

$29.3K

$67.7K

$132.7K

How much do financial associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial associate in Monroe, LA is $67,692.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $74,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Monroe, LA?

The most popular types of Financial jobs in Monroe, LA are:

What job categories do people searching Financial Associate jobs in Monroe, LA look for?

The top searched job categories for Financial Associate jobs in Monroe, LA are:

What cities near Monroe, LA are hiring for Financial Associate jobs?

Cities near Monroe, LA with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Monroe, LA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,692 per year, or $32.5 per hour.

Full-time

Posted 11 days ago


Job description

Job Purpose: Maintain and provide to management financial and administrative information.
Experience and Knowledge
  • High school diploma; some college preferred
  • Accounting principles and bookkeeping
  • Computer experience: Word Processing, Data Base(s), Spread Sheets
Skills and Abilities
1. Computer skills
2. Accounting knowledge and ability to set up books
3. Ability to work under pressure and deadlines
4. Ability to budget time and duties efficiently
5. Ability to manage position with minimal supervision
6. Ability to develop and maintain professional relationships and to communicate and work with other staff, clients, volunteers and general public from various cultural, ethnic and racial backgrounds.
7. Ability to work within the purpose, structure and constraints of the Agency and to make suggestions for change in a responsible manner.
8. Ability to maintain poise and control and to be effective even under extreme stress and unexpected crisis
Job Related Training Courses Programs
  • Orientation
  • On-going in-service workshops and conferences
Principal Duties amp; Responsibilities:
1. Delivers financial services by
  • Accounts receivable and payables
  • Preparation of third party amp; eap payment requests;
  • Preparation of monthly cpa report including checkbook reconciliation;
  • Daily reconciliation/verification of fees collected;
  • Coding and posting to journals and ledgers, making closing entries, applying or verifying account transfers, and summarizing totals and balances;
  • Collecting, organizing information for annual audit; and
  • Adjusting and correcting backup data.
2. Prepares monthly, quarterly and/or annual reports and financial statements by
  • Preparing financial summaries;
  • Collecting, recording client and program data; and
  • Preparing attendance records
3. Helps prepare and manage agency budget and fund dev. Plan by
  • Providing information to program directors to compose annual departmental budgets and grant proposals;
  • Monitoring revenue, expenditures, and recommending budget allocations;
  • Staffing agency fund-raisers
4. Maintains a perpetual inventory system by
  • Recording receipt of materials/equipment against invoices; and
  • Recording and tagging inventory
5. Administers retirement and other group benefit plans by
  • Calculating payments and completing reports
6. Provides financial and grant historical references and security of financial and program information by
  • Establishing and maintaining record keeping system;
  • Filing and retrieving program information; and
  • Completing data base backups
7. Maintains client and agency confidence and protects operations by
  • Enforcing rules, regulations, and legal requirements including state and federal laws related to grants;
  • Reviewing, monitoring and recommending changes to current and projected program and agency policies, procedures, practices, standards and operations;
  • Performing new employee orientation with regard to agency forms and records; and
  • Keeping information confidential
8. Maintains professional competency by
  • Participating in continued education and personal growth experiences;
9. Helps people communicate in a harmonious working environment by
  • Answering and referring telephone calls on a backup basis
  • Maintaining awareness of staff schedules and continuous flow of information
10. Performs other duties as related to the position and as assigned
  • Work non-traditional hours and/or alternate schedule during special projects or to meet agency deadlines