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Financial Management Associate Jobs in Pennsylvania

Orrstown Bank

Fiduciary Management Associate

York, PA · On-site

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position ...

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$13

$32

$67

How much do financial management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for financial management associate in Pennsylvania is $32.04, according to ZipRecruiter salary data. Most workers in this role earn between $20.72 and $34.47 per hour, depending on experience, location, and employer.

How does a Financial Management Associate typically interact with other departments within an organization?

Financial Management Associates frequently collaborate with teams such as accounting, operations, and business development to collect data, analyze financial performance, and support budgeting processes. This role often involves regular meetings to discuss financial forecasts, provide insights, and ensure alignment between financial strategy and business objectives. Building strong cross-functional relationships is key, as associates must communicate complex financial information in a clear and actionable way to both finance and non-finance stakeholders.

What are the key skills and qualifications needed to thrive as a Financial Management Associate, and why are they important?

To thrive as a Financial Management Associate, you need strong analytical skills, financial modeling expertise, and a solid educational background in finance, accounting, or a related field. Proficiency with financial software such as Excel, SAP, and ERP systems, as well as certifications like CFA or CPA, is highly valuable. Attention to detail, effective communication, and teamwork are vital soft skills for delivering accurate reports and collaborating with stakeholders. These skills and qualities are crucial for ensuring sound financial decision-making and supporting the organization’s financial health.

What is the difference between Financial Management Associate vs Financial Analyst?

AspectFinancial Management 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; CFA certification often preferred
Work EnvironmentCorporate finance departments, investment firms, or financial services companiesInvestment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across industries for financial planning, reporting, and managementPrimarily in investment and financial analysis roles within finance sectors

Financial Management Associates focus on supporting financial planning, budgeting, and management within organizations, while Financial Analysts primarily analyze financial data to guide investment and business decisions. Both roles require similar educational backgrounds and certifications, but their core responsibilities and work environments differ slightly, with Associates more involved in internal financial management and Analysts in external financial analysis.

Is a financial management associate's degree in finance worth it?

A financial management associate's degree in finance provides foundational knowledge of financial principles, accounting, and analysis, which can improve job prospects and earning potential in entry-level finance roles. However, practical experience, certifications like CFA or CPA, and skills in financial software are also important for career advancement in this field.

What does a financial management associate do?

A financial management associate supports financial planning, analysis, and reporting within an organization. They often assist with budgeting, forecasting, and financial data analysis using tools like Excel or financial software, helping ensure accurate financial decision-making and compliance with company policies.

What jobs can I do with a financial management associate degree?

A financial management associate degree prepares individuals for roles such as financial analyst, accounting clerk, budget analyst, or financial advisor. These positions typically require skills in financial analysis, accounting software, and understanding of financial regulations, and may involve working in banking, corporate finance, or government agencies.

What are the most commonly searched types of Financial Management jobs in Pennsylvania?

The most popular types of Financial Management jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Financial Management Associate jobs?

Cities in Pennsylvania with the most Financial Management Associate job openings:

Financial Management Associate jobs near you
Infographic showing various Financial Management Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $66,641 per year, or $32 per hour.

Fiduciary Management Associate

Orrstown Bank

York, PA • On-site

Full-time

Posted 2 days ago

New

Job description


About the Role:

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position works with Trust Operations and Fiduciary Administration to fully develop and learn the skills necessary to become Trust Officer. Support account setup, asset transfer, account review, investment review, policies, fees, and platform processes and procedures. Acquire knowledge of tax reporting for trusts, IMA, IRA, and estates.

Minimum Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Strong analytical skills and ability to communicate effectively with clients and associates.
  • Proficient reading, verbal and written communication, mathematical, interpersonal, sales and PC skills; proven proficiency within Microsoft Office suite.

Responsibilities:

  • Work with the Fiduciary Officers to assist in the performance of a variety of trust administration functions including but not limited to administration of accounts, estate settlement and new business support.
  • Proactively address administrative exceptions and coordinate workflow between the Fiduciary Administration team and Trust Operations.
  • Review and close tasks and exceptions communicated through the Cheetah system by Orrstown Financial Advisor (OFA) field and fiduciary teams, BPO, and Fifth Third custody reconciliations.
  • Complete quarterly and annual tax balance due and estimated payment processing. Coordinate agent for trust returns, and 990 returns with area Certified Public Accounting firms.
  • Research field questions.
  • Provide Accunet backup to Trust Operations.