ZipRecruiter

Log In

1

Financial Services Assistant Jobs (NOW HIRING)

All Financial Freedom

Financial Services Associate

$60K - $75K/yr

About the Opportunity We are expanding our financial services team and are seeking motivated ... Conduct virtual meetings and information sessions * Assist clients through a structured, needs ...

next page

Showing results 1-20

All JobsFinancial Services JobsFinancial Services Assistant Jobs

Financial Services Assistant information

See salary details

$10

$23

$40

How much do financial services assistant jobs pay per hour?

As of Jul 21, 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 is a financial service assistant?

A financial services assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with banking, investment, or insurance services.

What do you do as a financial assistant?

A financial services assistant supports financial advisors or departments by preparing reports, managing client records, processing transactions, and assisting with administrative tasks. They often use financial software and require strong organizational skills to ensure accurate record-keeping and compliance with regulations.

What is the role of a financial assistant?

A financial services assistant supports financial professionals by preparing reports, managing client records, and handling administrative tasks. They often use financial software and require strong organizational skills to ensure accurate and efficient operations within financial institutions.

Is it hard to become a FA?

Becoming a Financial Services Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring relevant certifications such as the Series 6 or 7. The role often involves on-the-job training, strong communication skills, and knowledge of financial products, making it accessible for many entry-level candidates but competitive depending on the employer.
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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Services Assistant

Financial Services Assistant

University of Texas at Dallas

Richardson, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

University Of Texas At Dallas rating

6.0

Company rating: 6.0 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

504th of 555 rated colleges and universities

Job description

Posting Details
Posting Number S05295P Position Title Financial Services Assistant Functional Title Financial Services Assistant Department Engineering & Computer Science Salary Range Commensurate with experience Pay Basis Monthly Position Status Regular full-time Location Richardson Position End Date (if temporary) Posting Open Date 11/20/2023 Posting Close Date Open Until Filled Yes Desired Start Date 12/18/2023 Job Summary
Looking for a rewarding career opportunity with great benefits? Interested in joining a dynamic & fun group of professionals? Look no further! Join our team!
The University of Texas at Dallas has an excellent job opportunity for individuals looking to join the Erik Jonsson School of Engineering and Computer Science team as a Financial Services Assistant.
The Financial Services Assistant will work closely with department leaders and staff to provide financial administration for the department finances, financial processes, and records to meet the department's day-to-day financial operations goals. Assist in ensuring that compliance with all regulations, policies and university requirements are met to secure the department's long-term financial viability and stability.
Minimum Education and Experience
Bachelor's degree in accounting or related business area with a minimum of two years related financial experience working in a university or non-profit environment OR the equivalent combination of relevant education and experience.
Preferred Education and Experience Essential Duties and Responsibilities
  • Process procurement/reimbursement requests for UTDesign senior capstone projects, EPICS projects and a select group of UTD student clubs.
  • Supervise student assistant.
  • Monthly reconciliation of UTD-issued credit card charges for UTDesign, EPICS, and other related programs.
  • Maintain documentation for expenses, reimbursements, and returns. Provide accurate expense reports for capstone, EPICS, and related student clubs.
  • Maintain reservation schedules and login accesses for UTDesign Studio room resources.
  • Assist with maintenance of studio.
  • Assist as needed for engineering and computer science expos, and other department-related events.
  • Update the studio video displays of projects each semester.
  • Update table signs w/sponsor logos for each table assignment in the UTDesign Studio.
  • Assist with supply orders for daily operations in UTDesign Studio.
  • Be available to students at the UTDesign Studio for general questions, concerns and/or assistance.
  • Provide procurement instruction to UTDesign course directors and students.
  • Pick up studio and event supplies from local businesses, i.e. Sam's Club.
  • Be able to lift heavy objects (cases of water, paper).
  • Any other tasks as needed or assigned by the UTDesign team.

REMOTE WORK FOR FUTURE AVAILABILITY
After the probationary period, this role may be eligible for a hybrid (partly remote/partly in office) work schedule, subject to business need and manager approval. May be required to use personal computer and other standard office equipment. Must be located within the DFW Area and have the ability to be on campus with 24 hours of notice. A UT Dallas Remote Work Agreement will be required within 14 days after approval.
Physical Activities Working Conditions Additional Information
DON'T MISS THIS OPPORTUNITY! APPLY TODAY!
What we have to Offer:
UT Dallas is an Equal Opportunity Employer. We are committed to fostering, cultivating, and preserving a culture of teamwork. We offer an employee-friendly work environment with a comprehensive benefit package including:
  • Competitive Salary
  • Tuition Benefits
  • Medical insurance - including 100% paid employee medical coverage for full-time employees
  • Dental Insurance
  • Vision Insurance
  • Long and short-term disability
  • Retirement Plan Options
  • Paid time off
  • Paid Holidays
Special Instructions Summary Important Message
1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.
2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. EOE, including disability/veterans. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.

What University Of Texas At Dallas employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply