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Financial Processing Associate Jobs in Milwaukee, WI

Heckmann Financial

Operations Associate

Delafield, WI · On-site

Adam Goetzka's growing financial planning and wealth management practice that puts clients first ... Key Responsibilities: · Prepare and process paperwork for insurance, investment, and advisory ...

Elevance Health

Financial Analyst Senior

Waukesha, WI · Hybrid

$85K - $106K/yr

Financial Analyst Senior Financial Analyst Senior Location: This role requires associates to be in ... process. The health of our associates and communities is a top priority for Elevance Health. We ...

Elevance Health

Financial Analyst Senior

Waukesha, WI · Hybrid

$85K - $106K/yr

Financial Analyst Senior Location: This role requires associates to be in-office 1-2 days per week ... process. The health of our associates and communities is a top priority for Elevance Health. We ...

Husch Blackwell Llp

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

Partner with Associate Director to evaluate, enhance and modernize financial reporting processes, leveraging emerging technologies and industry best practices to improve reporting efficiency ...

Husch Blackwell LLP

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

Partner with Associate Director to evaluate, enhance and modernize financial reporting processes, leveraging emerging technologies and industry best practices to improve reporting efficiency ...

ULINE

Finance Operations Associate

Milwaukee, WI

Finance Operations Associate Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Do ... Calculate and process sales tax credits. Minimum Requirements * High school diploma or equivalent.

ULINE

Finance Operations Associate

Kenosha, WI

Finance Operations Associate Corporate Headquarters 12575 Uline Drive,Pleasant Prairie, WI 53158 Do ... Calculate and process sales tax credits. Minimum Requirements * High school diploma or equivalent.

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Financial Processing Associate information

See Milwaukee, WI salary details

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How much do financial processing associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial processing associate in Milwaukee, WI is $31.49, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.85 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 are popular job titles related to Financial Processing Associate jobs in Milwaukee, WI?

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

What job categories do people searching Financial Processing Associate jobs in Milwaukee, WI look for?

The top searched job categories for Financial Processing Associate jobs in Milwaukee, WI are:

Financial Processing Associate jobs near you

Operations Associate

Heckmann Financial

Delafield, WI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.


Role Overview:

  • The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.


Key Responsibilities:

· Prepare and process paperwork for insurance, investment, and advisory accounts

· Handle client service requests (address updates, banking changes, loan inquiries, etc.)|

· Manage workflow across CRM tasks, emails, calls, and incoming requests

· Coordinate medical/paramedical exams and underwriting requirements

· Monitor case progress and follow up on outstanding items

· Maintain accurate client records across systems

· Follow up with clients on documentation, payments, and scheduling meetings

· Process returned documents (contracts, applications, transfers)

· Support internal operations projects and team initiatives

· Build strong knowledge of firm services, philosophy, and solutions


What We're Looking For:

· Strong customer service and administrative skills

· Excellent communication and a positive, "can-do" attitude

· High attention to detail and strong organizational ability

· Analytical thinking and problem-solving skills

· Ability to manage multiple priorities and meet deadlines

· Willingness to learn and grow within the role


Qualifications:

· Insurance or financial services experience (NM preferred)


Benefits:

· Dental insurance

· Health insurance

· Vision insurance

· Simple IRA matching

· Paid time off


Values:


  • Hungry

Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.


  • Humble

Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team’s accomplishments over individual recognition.


  • Smart

Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.


  • Accountable

Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.


Growth:


  • With success and time could move into a Director of Operations and/or COO


Apply