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Financial Processing Associate Jobs in Wisconsin

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field ... Process new accounts, transfers, contributions and redemptions, beneficiary changes, address ...

J. J. Keller & Associates

Financial Analyst

Neenah, WI · On-site

Lead cross-functional initiatives focused on process improvement, operational efficiency, and ... J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family ...

Lamoille County Mental Health Service Inc

WI · On-site

$72 - $88/hr

The Associate Chief Financial Officer is a key member of the finance leadership team, partnering ... Lead month-end and year-end close processes, ensuring accuracy, timeliness, and GAAP-compliant ...

Great American Insurance Group

$20 - $27/hr

Position Overview The Claims Operations Associate II provides operational and administrative ... Verify coverage, process claim-related transactions, and support payment and financial processing ...

Wisconsin

Financial Aid Associate

La Crosse, WI · On-site

$38K - $50K/yr

If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Aid Associate Job Category:

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

Help achieve process improvements within FP&A, including standardization, automation, and ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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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 Wisconsin?

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

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

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

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

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

Financial Processing Associate jobs near you

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Re-posted 13 days ago

Job description

Financial Services Assistant
TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.
TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.
The Ideal Candidate:
  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:
  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

Apply