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Financial Processing Associate Jobs in Blue Bell, PA

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 ...

firstPRO, Inc

Accounting Associate

Lansdowne, PA · On-site

We are seeking an Accounting Associate to support daily accounting operations, including accounts ... Basic understanding of accounting principles and financial processes. * Strong written and verbal ...

New

Burlington

VP, IT Finance

Edgewater Park, NJ · On-site

... financial processes and controls. This position will collaborate with Finance leadership and ... Full-time associates are also eligible for paid time off, paid holidays and a 401(k) plan. We are a ...

Burlington Stores

VP, IT Finance

Beverly, NJ · On-site

... financial processes and controls. This position will collaborate with Finance leadership and ... Full-time associates are also eligible for paid time off, paid holidays and a 401(k) plan. We are a ...

Sharing Excess

Finance Associate

Philadelphia, PA · On-site

$26 - $30/hr

Finance Associate Sharing Excess | Full-Time, Hybrid (1 day in office/week) - Philadelphia, PA ... financial close processes. * Reconcile logistics and operational data from Sharing Excess ...

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All JobsFinancial Processing Associate JobsFinancial Processing Associate Jobs in Blue Bell, PA

Financial Processing Associate information

See Blue Bell, PA salary details

$13

$30

$64

How much do financial processing associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for financial processing associate in Blue Bell, PA is $30.53, according to ZipRecruiter salary data. Most workers in this role earn between $19.76 and $32.84 per hour, depending on experience, location, and employer.

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 cities near Blue Bell, PA are hiring for Financial Processing Associate jobs?

Cities near Blue Bell, PA with the most Financial Processing Associate job openings:

Financial Processing Associate jobs near you

Associate Financial Advisor

WSFS Bank

Berwyn, PA • On-site

$77K - $127K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Key responsibilities

  • Conduct client discovery meetings to identify investment, retirement, and planning needs.

  • Support the delivery of investment proposals and review client financial data to develop financial plans.

  • Track referrals, support client relationship management, and assist with portfolio reviews and asset allocation analysis.

WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

24th of 174 rated banks

Job description

Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to increasing responsibility of client relationships, business development, and production over time.
Job Responsibilities:
  • Conduct client discovery meetings, from branch referrals, to identify investment, retirement and planning needs.
  • Actively engage with branch staff to build trust help identify opportunities, and encourage referrals.
  • Support the delivery of proposals for investment recommendations and annuities.
  • Periodically communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
  • Track and follow up on referrals to ensure timely client contact.
  • Shadow Advisors and Senior Advisors by participating in client meetings to cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives.
  • Gather and analyze client financial data (income, assets, liabilities, insurance and retirement goals).
  • Support the development of financial plans covering retirement, investments, tax efficiency, risk management and estate planning basics.
  • Assist with portfolio reviews, asset allocation analysis and reviewing rebalancing recommendations coming from the Investment Research Team.
  • Become proficient in the custodial and technology platforms that support advisory.
  • Maintain accurate client records and documentation in Salesforce.
  • Ensure adherence to firm policies, regulatory requirements, and documentation standards.
  • Support the mission, strategy, and values of BMTA.
  • Additional responsibilities as required.

Minimum Qualifications:
  • Bachelors' degree in business administration, finance, economics or a business-related major is highly preferred.
  • Pursue licensing requirements - FINRA Series 65 within 6 months, insurance licensing for Life and Health.
  • Pursue CFP completion within two years of hire.
  • General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
  • 1-3 years of experience in a support role, or client facing role, or sales in a financial services firm.
  • Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
  • Strong analytical and organizational skills.
  • Strong interpersonal and communication skills (written and verbal).
  • Ability to work collaboratively in a team-based advisory environment, work quickly, multi-task and meet deadlines.
  • Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
  • Must have no disclosures on Form U-4.
  • Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
  • Financial Planning and Wealth Management acumen desired.
  • General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
  • Must be able to juggle priorities, be organized and have an adjustable social style.
  • Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
  • Ability to work independently and with a team; work quickly, multi-task and meet deadlines.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$77,390.00 - $127,139.75
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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