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Financial Services Assistant Jobs (NOW HIRING)

COLUMBIA COLLEGE

Financial Services Assistant

Columbia, SC · On-site

$30.50K - $38.25K/yr

... service-driven office. Duties and Responsibilities: As the Financial Aid Administrative Assistant, your responsibilities will include: File & Data Management * Review, record and upload documents ...

Financial Services Firm

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Financial Services Administrative Assistant

Lynbrook, NY · On-site

We are looking for a proactive and detail-oriented Administrative Assistant who has experience working for a financial services firm. You will hold a crucial role on our team serving as the liaison ...

CSI Group

Financial Services Associate

Wall, NJ · On-site

Develop foundational knowledge of the firm's wealth management products and services * Assist Financial Advisors in delivering consistent service to members, including managing inquiries when the ...

CSI Group LLP

Financial Services Associate

Wall, NJ · On-site

$55K - $60K/yr

Develop foundational knowledge of the firm's wealth management products and services * Assist Financial Advisors in delivering consistent service to members, including managing inquiries when the ...

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How much do financial services assistant jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial services assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What cities are hiring for Financial Services Assistant jobs? Cities with the most Financial Services Assistant job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Assistant jobs? States with the most job openings for Financial Services Assistant jobs include:
Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 56% Full Time, 42% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Services Assistant

Financial Services Assistant

California School Employees Association

San Jose, CA • On-site

$53.96K - $66.85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

CSEA is seeking a Financial Services Assistant II for our Finance/Accounting Department in San Jose, CA.  This position performs heavy data entry and a variety of accounting transactions.  This person handles checks, reconciles and maintains member and account records, documents and reports.

The California School Employees Association represents over 250,000 school employees who work in 750 school districts in California. They provide support services to school children as para-educators, administrators, food service, bus drivers, nurses, and skilled employees in grounds, maintenance and operations. CSEA is the largest classified school employee union in the AFL-CIO.

Job duties


•    Data entry of dues and member information
•    Responsible for the proper and timely recording of financial transactions
•    Produce accurate and timely reports
•    Make accurate arithmetical computations
•    Handle information with discretion and confidentiality
•    Provide excellent customer service 


The ideal candidate will have the following qualifications:

•    Associates degree with accounting courses
•    Up to (2) years accounting experience in an accounting office
•    Experience using 10 key pad is a must
•    Knowledge of accounting principles, methods, practices and terminology
•    Proficient in MS Office Suite, spreadsheets 
•    Excellent written and verbal communications
•    Excellent interpersonal skills with strong service orientation
•    The ability to handle a fluctuating workload during busy periods

The salary range for the Financial Services Assistant II is $53,958 - $66,845. Starting salaries are typically at the first step on our salary range. Consideration may be given for exceptional qualifications and experience. We offer 19 paid holidays, 3 weeks vacation to start and 5 weeks after 7 years, medical benefits for you and your family, life insurance coverage and a pension plan.

To Apply

Only applications on our web site will be considered. Go to: www.csea.com/careers, upload your resume and write a cover letter that tells us why this ad caught your eye and why we should hire you as our next Financial Services Assistant II!

CSEA is proud to be an equal opportunity employer, committed to building and supporting a diverse workforce.

This is a non-exempt position under the Fair Labor Standards Act.

EOE/AA

Apply