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Financial Services Assistant Jobs in Indiana (NOW HIRING)

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Financial Services Assistant information

See Indiana salary details

$10

$22

$38

How much do financial services assistant jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial services assistant in Indiana is $22.22, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $24.95 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 do you do as a financial services assistant?

A financial services assistant supports financial advisors or institutions by handling client inquiries, preparing financial documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management, data entry, and basic financial transactions. The role may also involve maintaining client records and ensuring compliance with regulations.

What is a financial services assistant?

A financial services assistant supports financial advisors or banking staff by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management and customer service.

What are the most commonly searched types of Financial Services jobs in Indiana?

The most popular types of Financial Services jobs in Indiana are:

Infographic showing various Financial Services Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $46,223 per year, or $22.2 per hour.

Financial Services Representative

World Acceptance Corporation

Bedford, IN • On-site

$19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Job description

The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement.

Compensation

$16-$19 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.

Why Join World:

  • Strong growth opportunities- Many of our leaders, including executives, started in this role

  • Promote-from-within culture- A large percentage of team members advance into leadership roles

  • Performance-based earnings- Bonus opportunities tied to branch results

  • Comprehensive benefits for all stages of life- Including major medical, dental, vision, life insurance, long-term disability, and free mental health support

  • Retirement and time off- 401(k) with company match, paid holidays, and vacation time

  • Community focus- Paid volunteer time and a strong commitment to giving back

  • Work-life balance- Predictableschedules with a focus on time outside of work

About World Finance:

World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions. With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.

Essential Duties and Responsibilities:

  • Drive and close loan sales by taking applications, explaining terms, and asking for the business

  • Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment

  • Manage delinquent accounts by securing payments and setting payment arrangements

  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services

  • Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations

  • Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution

  • Process payments, account updates, tax-related documentation, and document all activity in company systems

  • Maintain accurate and compliant records, including timely credit denial letters and required tax documentation

  • Handle and balance cash, and complete required bank runs to deliver deposits

  • Follow company policies, procedures, and regulatory requirements

  • Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Basic Requirements:

  • High school diploma or equivalent

  • Valid driver's license, reliable transportation, and current insurance

  • Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation

  • Ability to obtain required insurance licensing

Experience & Skills:

  • Experience in sales, customer service, collections, or account managementwith measurable results

  • Proven ability to handlehigh-volume calls and difficult customer conversations

  • Track record of meeting or exceedinggoals in a fast-paced environment

  • Strong communication, problem-solving, and organizational skills

  • Basic computer skillswithaccurateand consistentdata entry

Preferred Backgrounds:

Experience inbanking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing rolesispreferred.

Physical and Environmental Requirements:

  • Officebased role with standard lighting and noise levels

  • Regular in-person attendance during scheduled work hours is essential; occasional extended hours or weekend work may be required based on business needs

  • Combination of stationary work and regular movement throughout the office, including occasional walking, standing, bending, reaching, and similar activities

  • Occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)

  • Ability to perform computer work, handle documents, and communicate information effectively

  • Fastpaced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking

  • Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically

  • May assist with general office upkeep to maintain a professional environment

  • Occasional local travel tooffsitelocationsand banksas required for business purposes

Disclaimers:
World Finance is an Equal Opportunity Employer and provides reasonable accommodation(s) to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. Applicants or employees who believe they need reasonable accommodation(s) should contact Human Resources or their manager.

The duties and responsibilities listed above present the essential functions of the position. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these essential functions, unless doing so would cause undue hardship to the Company.

The physical and environmental demands described above are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation(s) may be made to enable individuals with disabilities to perform these functions.

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.