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Financial Processing Associate Jobs in Wingate, NC

Corps Team

Trust Processing Associate

Charlotte, NC · On-site

$38.19 - $40.19/hr

Trust Processing Associate Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 6 month contract assignment in Frisco, TX or Charlotte, NC. This ...

Americo

Financial Systems Lead

Charlotte, NC · On-site

Streamline end-to-end finance processes and identify automation opportunities to reduce manual ... Compensation Our competitive pay and robust bonus program, offered to all associates, will make you ...

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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 Sep 11, 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 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.
Financial Processing Associate jobs near you

Trust Processing Associate

Charlotte, NC • On-site

Corps Team
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Corps Teamexternal

$38.19 - $40.19/hr

Other

Posted 19 days ago

Job description

Trust Processing Associate

Our client, a large financial services company, is seeking an experienced Trust Processing Associate for a 6 month contract assignment in Frisco, TX or Charlotte, NC. This role is hybrid with 3 days in office and 2 days remote per week. Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.

Responsibilities and Duties
  • Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
  • Scans, files, documents incoming correspondence as well as prepare outbound mailings.
  • Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
  • Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
  • Adheres to all service level agreements and timeframes.
  • Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
  • Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.
  • Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
  • Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
  • Responsible for the accuracy of transactions either initiated by the client or business partners.
Educational Requirements
  • University degree preferred
Work Experience
  • 2+ Years required; 3+ Years preferred in financial services or a similar processing / operations role
  • Salesforce experience
  • SEI experience preferred

Pay Rate- $38.19- $40.19/hour

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