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Financial Processing Associate Jobs in Pennsylvania

Wsfsbank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial ... securities processing and clearing; portfolio and client managementsystems. * 1-3years of ...

WSFS Bank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial ... securities processing and clearing; portfolio and client managementsystems. * 1-3years of ...

Wsfsbank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial ... securities processing and clearing; portfolio and client managementsystems. * 1-3years of ...

WSFS Bank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial ... securities processing and clearing; portfolio and client management systems. * 1-3 years of ...

KeyBank

Financial Wellness Associate

Warrington, PA · On-site

$19.23 - $28.37/hr

Financial Wellness Associate - Bilingual Spanish or Russian a plus. Description: Location: 280 ... Accepts and accurately processes all financial service transactions, while identifying ...

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All JobsFinancial Processing Associate JobsFinancial Processing Associate Jobs in Pennsylvania

Financial Processing Associate information

What is a financial processing associate?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.

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

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges financial processing associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What do you do as a financial processing associate?

A financial processing associate handles tasks such as reviewing and verifying financial transactions, processing payments, and maintaining accurate financial records. They often use accounting software and must ensure compliance with company policies and financial regulations.

What are popular job titles related to Financial Processing Associate jobs in Pennsylvania?

For Financial Processing Associate jobs in Pennsylvania, the most frequently searched job titles are:

What job categories do people searching Financial Processing Associate jobs in Pennsylvania look for?

The top searched job categories for Financial Processing Associate jobs in Pennsylvania are:

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

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

Financial Processing Associate jobs near you

Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Dublin, PA • On-site

$45K - $55K/yr

Full-time

Medical, Retirement, PTO

Re-posted 9 days ago

Job description

Benefits:
  • 401(k)
  • Employee discounts
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Competitive salary
  • Training & development

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
·       Demonstrates strong leadership and office management skills
·       Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
·       Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
·       Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
·       Develops, promotes, and executes best practices for the day-to-day operation of the office
·       Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
·       Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
·       Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
·       Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
·       Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
·       Must be willing to obtain the Series 65 and Insurance Life/Health licenses 
·       Knowledge of investment and banking products, policies & procedures
·       Strong client service & technical skills (MS Word & Excel and CRM)
·       Strong communication, time management and organizational skills
·       Excellent attention to detail is a must for processing financial documents
·       Knowledge of investment and annuity systems highly preferred
·       Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team