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Financial Processing Associate Jobs in Wingate, NC

LPL Financial

Associate Service Consultant

Fort Mill, SC

$21.10 - $35.16/hr

We are seeking a dedicated and experienced Associate Service Consultant to join our team. In this ... Financial processes. * Provide exceptional customer service, you'll accurately process requests ...

Associate Staffing

Operations Specialist

Fort Mill, SC · On-site

Understanding of direct processing procedures * Familiarity with financial investment vehicles ... Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee ...

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Financial Processing Associate information

See Wingate, NC salary details

$12

$29

$62

How much do financial processing associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for financial processing associate in Wingate, NC is $29.59, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $31.83 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Processing Associate, and why are they important?

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 are Financial Processing Associates?

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.
Financial Processing Associate jobs near you

Financial Services Associate

S.Y. Financial Services

Charlotte, NC • Remote

$40K - $60K/yr

Full-time

Re-posted 17 days ago

Job description

Overview


SY Financial Services is a growing financial services agency focused on helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security.


We are currently expanding our team and seeking motivated individuals to join as Financial Services Associate. This is an entry-level, remote opportunity for someone who is interested in learning the financial services industry, working directly with clients, and developing long-term professional skills.


No prior financial services experience is required. Training, mentorship, and field support are provided.


This role is best suited for someone who is coachable, self-motivated, comfortable communicating with people, and interested in a performance-based career path.


About the Role


Financial Services Associates work with clients virtually to help them understand basic financial concepts, identify their needs, and review available financial solutions. This may include areas such as life insurance, retirement planning, annuities, wealth protection, and financial education.


Associates follow a structured training process and receive support while learning how to speak with clients, schedule appointments, complete field training, and build confidence in the industry.


Responsibilities


  • Meet with clients virtually to review financial goals and needs
  • Provide education on basic financial concepts and available solutions
  • Assist clients with implementing appropriate financial strategies
  • Maintain ongoing communication and follow-up with clients
  • Participate in training, mentorship, and team development sessions
  • Follow a structured process for client appointments and field training
  • Work with team members to maintain a high level of client service

Benefits of the role


  • Remote work structure
  • Flexible schedule
  • Training and mentorship provided
  • Ability to start part-time or full-time
  • Leadership development opportunities
  • Client-facing experience in a regulated industry
  • Opportunity to grow into a leadership or agency-building role over time
  • Performance-based income with growth potential based on activity, production, and consistency

Qualifications


  • Strong communication and interpersonal skills
  • Self-motivated and able to work independently
  • Comfortable working in a remote environment
  • Willingness to learn and complete training
  • Professional, coachable, and willing to follow a proven process
  • Comfortable speaking with individuals and families about financial topics
  • No prior financial services experience required

Requirements


  • Must be at least 18 years old
  • Must be legally authorized to work in the United States
  • Must be able to pass a background check
  • Must have reliable phone, internet, and basic computer access
  • Must be willing to obtain a state life insurance license if not already licensed

Licensing Requirement


This position requires a state life insurance license. If you are not currently licensed, guidance and support are provided throughout the licensing process.


Licensing costs are the responsibility of the individual. The license belongs to the individual, not the company.


Compensation


Compensation is performance-based and varies depending on licensing status, activity level, client appointments, production, and consistency.


This is not an hourly or salaried position. A realistic first-year income range for someone actively working the business is $40,000-$60,000 but income is not guaranteed.


This opportunity is best suited for someone who wants flexibility, mentorship, professional growth, and the ability to build based on performance.