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Financial Operations Assistant Jobs in Pennsylvania

Lundy Law

Financial Operations Assistant

Philadelphia, PA · On-site

$50K - $65K/yr

On or around October 1, 2026 Position Summary Lundy Law is seeking a detail-driven, client-focused Financial Operations Assistant to carry settled cases from the point terms are reached through to ...

Lundy Law

Financial Operations Assistant

Philadelphia, PA · On-site

$50K - $65K/yr

On or around October 1, 2026 Position Summary Lundy Law is seeking a detail-driven, client-focused Financial Operations Assistant to carry settled cases from the point terms are reached through to ...

The Pennsylvania State University

$74K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Financial Operations Planner plays a key role in advancing financial planning and resource ... Analyze financial reports and assist in explaining variances between budget and actual results ...

Reed Smith US

Financial Operations Coordinator

Pittsburgh, PA · On-site

$58K - $64K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position summary The Financial Operations Coordinator provides support for assigned invoice ... Record statistics on work performed and assist in preparing the monthly report of Library ...

ASCENSUS

Financial Operations Associate

Dresher, PA · Remote

... various financial operations activities including but not limited to: quarterly automated ... Ability to successfully prioritize and balance multiple projects concurrently. * Assist with other ...

Axia Women's Health

VP, Financial Operations

Phoenixville, PA · On-site

$178K - $240K/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... * Assist leaders in evaluating financial trade-offs, investment opportunities, and operational ... improvement initiatives. * Partner closely with the Analytics and Information Technology teams to ...

Centers for Disease Control and Prevention

$52K - $67K/yr

  • PTO

Learn more about this agency Duties Help As a Program Operations Assistant, you will: * Provide ... Financial disclosure statement may be required. * Probationary (or trial) period may be required.

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Financial Operations Assistant information

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How much do financial operations assistant jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial operations assistant in Pennsylvania is $23.41, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $26.25 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Operations Assistant, you need strong analytical abilities, attention to detail, and foundational knowledge in finance or accounting, usually supported by a relevant degree or coursework. Familiarity with financial software like Excel, QuickBooks, and enterprise resource planning (ERP) systems is typically required. Excellent organizational skills, communication, and a proactive approach help you manage multiple tasks and collaborate effectively with teams. These skills ensure accuracy in financial processes, reduce errors, and support smooth business operations.

What is the difference between Financial Operations Assistant vs Accounts Payable Clerk?

AspectFinancial Operations AssistantAccounts Payable Clerk
Primary ResponsibilitiesSupports financial processes, data entry, reporting, and assisting with financial transactionsProcesses vendor invoices, manages payments, and maintains accounts payable records
Required SkillsFinancial software proficiency, attention to detail, basic accounting knowledgeInvoice processing, data entry, familiarity with accounts payable systems
Work EnvironmentOffice setting, finance department, cross-functional supportOffice environment, finance/accounts payable department
Common CertificationsBasic accounting or finance certifications often preferredNone typically required, but accounting certifications can be a plus

While both roles support financial operations, the Financial Operations Assistant has a broader scope, assisting with various financial tasks and reporting, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both roles require attention to detail and familiarity with financial software, but the Assistant position often involves more diverse responsibilities within the finance department.

What is a financial operations assistant?

Financial Operations Assistants are professionals who support the finance department by handling administrative and clerical tasks related to financial transactions and recordkeeping. Their duties often include processing invoices, maintaining financial records, assisting with payroll, reconciling accounts, and preparing reports. They help ensure financial operations run smoothly and accurately in an organization. Typically, they work under the supervision of accountants or finance managers and may use accounting software and spreadsheets to perform their tasks.

What are some common challenges faced by financial operations assistants, and how can they effectively manage them?

Financial Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines for financial reporting. To address these, it's important to develop strong organizational skills, be attentive to detail, and utilize financial software efficiently. Collaborating closely with team members and proactively communicating about potential discrepancies can also help maintain smooth operations. Continuous learning and adapting to updated financial regulations or internal processes are key to thriving in this role.

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

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

What are popular job titles related to Financial Operations Assistant jobs in Pennsylvania?

For Financial Operations Assistant jobs in Pennsylvania, the most frequently searched job titles are:

What job categories do people searching Financial Operations Assistant jobs in Pennsylvania look for?

The top searched job categories for Financial Operations Assistant jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Financial Operations Assistant jobs?

Cities in Pennsylvania with the most Financial Operations Assistant job openings:

Financial Operations Assistant jobs near you
Infographic showing various Financial Operations Assistant job openings in Pennsylvania as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,693 per year, or $23.4 per hour.

Financial Operations Assistant

Lundy Law

Philadelphia, PA • On-site

$50K - $65K/yr

Full-time

Posted 8 days ago

Job description

Department: Finance
Reports to: Director of Financial Operations
Location: Philadelphia, PA - Fully in Office
Status: Full-time, Non-exempt
Anticipated Start Date: On or around October 1, 2026
Position Summary
Lundy Law is seeking a detail-driven, client-focused Financial Operations Assistant to carry settled cases from the point terms are reached through to disbursement, across a high-volume, tri-state personal-injury and workers' compensation practice. The role prepares and sends releases to clients for signature, works directly with clients to get them explained, signed, and returned, transmits executed releases to carriers, runs child-support searches, drafts distribution sheets and routes them for electronic signature, follows up on settlement papers and recovery checks, and verifies and mails settlement, med-pay, lien, and trust checks. Because it is in regular direct contact with clients at the stage where they are waiting on their money, this is as much a client-service role as a financial-operations one, and it touches nearly every case the firm resolves.
Key Responsibilities
  • Release preparation and delivery: Prepare and send releases and settlement documents to clients for signature, confirming each package is complete and matched to the correct matter.
  • Client communication and support: Serve as the client's day-to-day contact through closeout. Explain each document and what happens next, answer questions on timing and net recovery, return calls and emails promptly, and follow up until signed documents are returned.
  • Document intake and status updates: Log signed releases and other documents received from clients and update the matter status on receipt so the file keeps moving.
  • Release transmittal to carriers: Send executed releases to the insurance carrier and update case status and documentation.
  • Child-support searches: Run child-support searches through the applicable state portals and record the results before funds are disbursed.
  • Distribution sheets and e-signature routing: Draft distribution sheets covering gross recovery, attorney fees, advanced case costs, liens, and client net recovery, then route them for electronic signature to clients and in-house attorneys.
  • Settlement paper and check follow-up: Follow up with carriers, defense counsel, and internal desks on outstanding settlement papers and recovery checks.
  • Check verification and disbursement: Verify payee, amount, and matter on settlement, med-pay, lien, and trust checks, then mail them to clients, medical providers, lienholders, and carriers.
  • Coordination, recordkeeping, and volume: Coordinate with the distribution, trust-accounts, case-cost, and lien desks so costs and liens are accounted for before disbursement; keep financial and status data current and audit-ready; and manage a high volume of concurrent closeouts across Pennsylvania, New Jersey, and Delaware.
  • Other duties as required: Provide backup and support to the finance team as needed, including cross-coverage during absences and peak periods, and other duties as assigned to support department operations.

Client Service Expectations
  • Responsiveness: Acknowledge client calls and emails the same business day where possible, even when the matter is still pending.
  • Clarity: Explain releases, distribution sheets, and deductions in plain language, without giving legal advice.
  • Patience and professionalism: Clients are often waiting on funds they need; handle every conversation with courtesy and composure.
  • Proactive updates and escalation: Update clients at each milestone: release sent, signed release received, check received, and funds disbursed. Route legal questions to the handling attorney.

Required Qualifications
  • Bachelor's degree.
  • Customer-service experience, ideally in a role with regular direct client or customer contact by phone and email.
  • Ability to explain settlement documents in plain language, and to recognize the line between explaining a document and giving legal advice.
  • High attention to detail in high-volume, deadline-driven work, including verifying payees and amounts before funds go out.
  • Ability to learn case-management software, electronic-signature tools, and spreadsheets.
  • Discretion with confidential client, medical, and financial information.

Preferred Qualifications
  • IOLTA familiarity; exposure to medical, health-insurance, and workers' compensation subrogation liens.
  • Experience running child-support or other lien searches through state portals.
  • Experience with DocuSign, Adobe Sign, or a comparable e-signature platform.
  • Litify or a comparable practice-management platform; working knowledge of PA / NJ / DE personal-injury or workers' compensation practice.

Core Competencies
Client service • Responsiveness • Organization • Accuracy • Follow-through • Collaboration • Time management • Professionalism • Confidentiality
Compensation & Benefits
Recommended posted range: $50,000 - $65,000 / year (≈ $24.00 - $31.25 / hour). Target ~$50,000-$54,000 for a solid-but-newer candidate; ~$56,000-$60,000 for a strong candidate with law-firm settlement/disbursement experience.

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