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Financial Services Assistant Jobs in Rochester, MI

... assist. Why join us? ----- Excellent opportunity to move out of high-volume no-fault insurance ... Manage a diverse caseload involving financial services, commercial litigation, creditor rights, and ...

Voya Detroit Financial Advisor

Detroit, MI ยท On-site

  • Medical

  • Life

  • Retirement

Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...

New

Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team ... * Assist in business development initiatives such as drafting industry insights, sales materials ...

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Financial Advisor

Shelby Township, MI ยท On-site

$100K/yr

  • Retirement

  • PTO

Provide exceptional ongoing service to existing clients * Assist with additional projects that contribute to the firm's continued growth Qualifications Required * 5+ years of financial planning or ...

Financial Planning Assistant

Southfield, MI ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We offer a multitude of services tailored to each individual client. We deliver a team of ...

Financial Planning Assistant

Southfield, MI ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We offer a multitude of services tailored to each individual client. We deliver a team of ...

Registered Client Service Associate

Novi, MI ยท On-site

$77K - $95K/yr

  • Medical

  • Retirement

  • PTO

If you've spent years in financial services and the part you actually love is the client work, not ... Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly ...

Registered Client Service Associate

Novi, MI ยท On-site

$77K - $95K/yr

  • Medical

  • Retirement

  • PTO

If you've spent years in financial services and the part you actually love is the client work, not ... Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly ...

Registered Client Service Associate

Novi, MI ยท On-site

$77K - $95K/yr

  • Medical

  • Retirement

  • PTO

If you've spent years in financial services and the part you actually love is the client work, not ... Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly ...

Showing results 21-40

Financial Services Assistant information

See Rochester, MI salary details

$9

$21

$36

How much do financial services assistant jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial services assistant in Rochester, MI is $21.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.13 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 Rochester, MI?

The most popular types of Financial Services jobs in Rochester, MI are:

What cities near Rochester, MI are hiring for Financial Services Assistant jobs?

Cities near Rochester, MI with the most Financial Services Assistant job openings:

Infographic showing various Financial Services Assistant job openings in Rochester, MI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $44,712 per year, or $21.5 per hour.

Accounting Services Assistant (In-Person)

Sage Solutions Group

Detroit, MI โ€ข On-site

$19.25 - $25.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Accounting Services Assistant – Metro Detroit
Job Summary:
Our client is seeking a dedicated and detail-oriented Accounting Services Assistant to support the Controller. This full-time, in-office position requires an individual who thrives in a fast-paced environment and can effectively manage a wide range of accounting, billing, invoicing, and administrative tasks. The successful candidate will demonstrate the ability to handle multiple assignments simultaneously while maintaining urgency, accuracy, and confidentiality. 
Key Responsibilities:
  • Collaborate with the Controller to ensure smooth accounting operations, mainly Accounts Payable including processing online payments, entering bills, auditing and performing account reconciliations.
  • Maintain accurate records of labor, payment structures and schedules, equipment, and material usage, and input data into the accounting system to generate invoices.
  • Review and audit complex invoices to ensure accuracy and compliance.
  • Reconcile credit card statements and process expense reports within the company’s software program.
  • Maintain and update reports, sales data, and other essential records to support financial operations.
  • Communicate professionally with internal teams, contractors, adjusters, and customers, providing updates and addressing inquiries as needed.
  • Assist in the preparation of Accounts Payable financial reports and other accounting-related documentation.
  • Perform administrative duties, including maintaining organized files, answering calls, and managing emails in a professional manner.
  • Support the organization with various office tasks to ensure efficient office operations.
  • Handle after-hours calls when necessary.

Qualifications:
  • A minimum of a 2-year college degree is preferred.
  • Minimum of 5 years of administrative and accounting experience, with a focus on accounts payable, accounts receivable, and invoicing.
  • Proficient in QuickBooks Desktop and general accounting principles.
  • High proficiency with Microsoft Office applications, particularly Excel, and the ability to efficiently manage multiple tasks.
  • Strong organizational and time-management skills, with a proven ability to work under pressure and meet tight deadlines.
  • Excellent communication skills, both written and verbal, with the ability to interact professionally with various stakeholders.
  • Ability to work independently, take initiative, and maintain a high level of accuracy and confidentiality in all tasks.

Perks & Benefits:
  • Competitive hourly pay.
  • Comprehensive benefits package including dental, medical, and vision coverage.
  • Flexible Spending Account (FSA).
  • Company-paid life insurance.
  • Short and Long-Term Disability Insurance.
  • Paid Time Off (PTO).
  • 401(k)and company match.
  • Excellent company culture with growth opportunities.

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