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Financial Services Assistant Jobs in Virginia (NOW HIRING)

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Financial Services Assistant information

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$10

$23

$39

How much do financial services assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial services assistant in Virginia is $23.15, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $25.96 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 Virginia?

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

What cities in Virginia are hiring for Financial Services Assistant jobs?

Cities in Virginia with the most Financial Services Assistant job openings:

Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,160 per year, or $23.2 per hour.

Patient Financial Services - Front Desk

Hampton Roads Community Health Center

Norfolk, VA • On-site

$16 - $22/hr

Full-time

Medical, Dental

Re-posted 25 days ago

Job description

Position Overview
The Hampton Roads Community Health Center is seeking Patient Financial Services Assistants to work within the Health Center's locations on High Street in Portsmouth, VA or Park Place Family Medical & Dental Center in Norfolk, VA. Under general supervision, this non-exempt position is responsible for providing services to support scheduling, patient registration, billing, patient outreach, and coding. This position consists of several levels based on education and experience.
Key Responsibilities
  • Greets patients, answers, screens, and responds to all patient inquiries, schedules appointments; collects, verifies, and enters patient information and insurance into the practice management system; informs patients about delays and wait times; and checks patients out upon appointment completion, schedules for future appointments and answers any questions. Enroll patients in the Health Insurance Market Place and assist with Medicaid redetermination.
  • Receives and reviews incoming payments with attention to credibility; manages the status of accounts, balances and identifies inconsistencies; issues bills, receipts, and invoices; updates account receivable database with new accounts or missed payments; and addresses and resolves patient questions regarding billing and insurance statements.
  • Reviews medical documentation to ensure CPT and ICD-9 coding accuracy and compliance; abstracts CPT-4, HCPCS II, and ICD-9-CM from medical records; charges entry into billing system in a timely manner; and maintains current knowledge of coding guidelines and relevant federal regulations using current CPT-4, HCPCS II, and ICD-9/ICDD-10 materials, Federal Register, and other pertinent materials.
  • Facilitates effective communication between providers, team members, partner clinics, families, and caregivers; facilitates patient engagement to include identifying gaps in services, assisting with barriers for patients who frequently no-show to reschedule appointments, and patient education; and develops, maintains, analyzes, and reports data on ancillary health programs as needed to required entities.
  • Performs administrative support work such as word processing, creating spreadsheets, data entry and retrieval; orders, monitors and distributes program supplies/resources; and other information to ensure accuracy and conformance to established procedures and policies; and counsel's patients regarding patient responsibilities and rights; adheres to patient confidentiality guidelines.
  • Performs other duties as assigned.

Required Qualifications
High school diploma and at least six (6) months of patient scheduling, medical/dental billing, coding procedures, patient outreach and education, and general insurance knowledge to include insurance verification or any equivalent combination of education and experience.
  • Level I: High school diploma, one (1) to two (2) years of patient scheduling, medical/dental billing, coding procedures, and general insurance knowledge to include insurance verification or any equivalent combination of education and experience.
  • Level II: High school diploma, three (3) to five (5) years of patient scheduling, medical/dental billing, coding procedures, and general insurance knowledge to include insurance verification or any equivalent combination of education and experience.
  • Lead: Associate degree in Business Administration, Health Care Administration, or a related field, five (5) to eight (8) years of patient scheduling, medical/dental billing, coding procedures, and general insurance knowledge to include insurance verification; and one (1) to two (2) years of supervisory or lead experience; or any equivalent combination of education and experience. Certified Coding Associated (CCA), Certified Coding Specialist (CCS), Certified Professional Coder (CPC), and Certified Billing & Coding Specialist (CBCS) is desirable.

Required Knowledge, Skills and Abilities
  • Healthcare Management - Knowledge of patient scheduling, insurance verification, medical and dental billing, coding, and assisting with revenue cycle management services to include specific knowledge of patient focused healthcare.
  • HIPAA - Knowledge of the federal Health Insurance Portability and Accountability Act (HIPAA) to ensure privacy and safeguard patient information.
  • Customer Service - Considerable knowledge of principles and processes for providing customer service. This includes meeting quality standards for service.
  • Technology - Knowledge of general office equipment and personal computers to include word processing, spreadsheet, and related software. Comprehensive knowledge of health care systems, practices, procedures, and administration.
  • Computer Skills - Utilizes a personal computer with word processing, spreadsheet, and related software to effectively complete a variety of financial tasks with reasonable speed and accuracy.
  • Time Management - Plans and organizes daily work routine. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Implements work activities in accordance with priorities and estimated schedules.
  • Interpersonal Relationships - Develops and maintains cooperative and professional relationships with employees and all levels of management to include representatives from other departments and organizations.
  • Communication - Ability to effectively communicate ideas and proposals verbally and in writing, to include the preparation of detailed logs which include numerical information.
  • Communication - Ability to effectively communicate ideas and proposals verbally and in writing, to include the preparation of detailed logs which include numerical information.

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