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Financial Virtual Assistant Jobs in Utah (NOW HIRING)

Work with the latest financial technologies, data analytics tools, and automation platforms to ... Drive process improvements and operational efficiency initiatives * Assist in audits and regulatory ...

Sales Consultant

Provo, UT ยท On-site

$10K - $20K/wk

... financial goals and family needs. Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with virtual ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with virtual ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with virtual ...

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing ... High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with virtual ...

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Financial Virtual Assistant information

See Utah salary details

$10

$22

$30

How much do financial virtual assistant jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for financial virtual assistant in Utah is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $24.95 per hour, depending on experience, location, and employer.

What is the difference between Financial Virtual Assistant vs Bookkeeper?

AspectFinancial Virtual AssistantBookkeeper
Primary RoleProvides administrative and financial support, including scheduling, data entry, and basic financial tasksManages day-to-day financial record-keeping, including transactions, invoicing, and reconciliations
CredentialsOften no formal certification; familiarity with financial software helpfulTypically requires bookkeeping certifications or experience
Work EnvironmentRemote, freelance or part-timeCan be remote or in-office, employed or freelance
Industry UsageUsed across various industries for administrative financial supportCommonly employed in small businesses, accounting firms

While both roles support financial tasks, a Financial Virtual Assistant focuses on administrative and support functions, whereas a Bookkeeper handles detailed financial record-keeping. The choice depends on the specific financial tasks needed by the employer.

How does a financial virtual assistant typically collaborate with accounting teams and financial advisors remotely?

A Financial Virtual Assistant often works closely with accounting teams and financial advisors by managing schedules, preparing financial reports, and handling communication between clients and advisors. Collaboration is usually facilitated through cloud-based accounting software, shared document platforms, and regular video meetings. This remote setup requires strong organizational skills and clear communication to ensure that all parties stay informed and tasks are completed on time. Building effective digital workflows helps maintain productivity and accuracy, even when working from different locations.

What are the key skills and qualifications needed to thrive as a financial virtual assistant, and why are they important?

To thrive as a Financial Virtual Assistant, you need a background in finance or accounting, strong organizational skills, and experience with bookkeeping or financial administration. Familiarity with accounting software such as QuickBooks, Xero, or Excel, as well as secure file-sharing and communication platforms, is typically required. Exceptional attention to detail, time management, and discretion with sensitive information are vital soft skills in this role. These competencies ensure accurate financial record-keeping, efficient remote support, and trustworthy handling of confidential client data.

What is a financial virtual assistant?

A Financial Virtual Assistant is a remote professional who provides administrative and financial support services to businesses, entrepreneurs, or individuals. Their tasks often include bookkeeping, invoice management, expense tracking, financial reporting, and coordinating with accountants or clients. They help streamline financial processes and ensure accuracy in financial records, all while working remotely. By hiring a Financial Virtual Assistant, organizations can save time and focus on core business activities while maintaining organized financial operations.
What are popular job titles related to Financial Virtual Assistant jobs in Utah? For Financial Virtual Assistant jobs in Utah, the most frequently searched job titles are:
What cities in Utah are hiring for Financial Virtual Assistant jobs? Cities in Utah with the most Financial Virtual Assistant job openings:

Virtual Executive Assistant Entry level

YZE Group

Washington, UT โ€ข On-site

Full-time

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


Job description

Yze Group is a privately owned company that specializes in the acquisition, renovation, sales and leases of real estate development including single-family and multi-family buildings in New Jersey and its surrounding states.

The Company\'s mission is to sell or lease well-designed, family-oriented homes that complement the lifestyle of its residents. The Company\'s principals believe deeply in quality construction, customer service, and architectural integrity.

Our focus on client satisfaction has allowed us to maintain a competitive edge in the industry and build lifelong relationships while reporting consistent growth and profitability year over year.

Role Overview
The virtual executive assistant is responsible for supporting the company across all aspects of the business, including calendar management, travel booking, and day-to-day needs. They must also manage special projects for the Managing Director and corporate office including planning and executing corporate gatherings, offsites, speaking engagements, and other events. To be successful, the virtual executive assistant must be detail oriented, a strong communicator, and able to manage multiple projects at any given time.
KEY RESPONSIBILITES

Executive Assistant Work

  • Schedule all meetings and workflows for the Managing Director and oversee meetings that require immediate follow-up
  • Facilitate all domestic and international travel including full itineraries, and manage T&E budget tracking, complete expense reports in Concur
  • Track travel requests for the Managing Director\'s direct reports, assist with T&E tracking and budgeting for the zone
  • Build a network of key travel, restaurant, and other hospitality contacts to secure preferred rates and reservations
  • Create agendas for weekly leadership meetings and ensure all necessary materials are prepared
  • Create itineraries for executive visits and support executives as needed while visiting the zone
  • Build and maintain all PowerPoint presentations for executive meetings led by the Managing Director, including weekly and monthly business updates for the zone, recaps for domestic market visits, zone Town Halls, and other ad hoc needs

Office Management

  • Serve as the main point of contact for all office needs such as desk assignments, IT assistance, office supply orders, corporate directories, and general office management
  • Special Projects
    • Corporate Event
      • Source venues for all corporate and retail gatherings such as town halls, zone conferences, and holiday parties
      • Plan and execute corporate and retail zone conferences including travel and stay for 40+ people, agenda creation for a multiple day duration, meal selections, and presentation completion
      • Track and maintain budgets for large corporate and retail gatherings
    • Real Estate
      • Create project presentations for each market of interest for Givenchy\'s network evolution alongside real estate, finance, legal, and store planning teams to be pitched to the Global CEO and CFO
      • Maintain network evolution planning files alongside the Managing Director, partnering with mall leasing contacts for most current competitor sales and lease plans
      • Update the competitor index each month for the total zone and all relevant real estate projects

Qualifications

  • Bachelor\'s Degree in a relevant field
  • 2-3 years of corporate work experience with a proven track record of efficiency and resourcefulness
  • Proficiency in Microsoft Office and Outlook
  • Excellent organization skills
  • Must be able to maintain confidentiality
  • Strong interpersonal skills and ability to collaborate effectively with local and global teams


Additional Information
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.