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Financial Virtual Assistant Jobs in Utah (NOW HIRING)

Medallion Bank

Executive Assistant

Salt Lake City, UT · On-site

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 ...

Medallion Bank

Executive Assistant

Salt Lake City, UT · On-site

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 ...

Lifepoint Health

Certified Nurse Aide CNA

Price, UT

Castleview Hospital Certified Nurse Aide (CNA) Job Type: FT Schedule: Nights Your experience ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Lifepoint Health

Certified Nurse Aide CNA

Price, UT · On-site

Castleview Hospital Certified Nurse Aide (CNA) Job Type: FT Schedule: Nights Your experience ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

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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 job categories do people searching Financial Virtual Assistant jobs in Utah look for? The top searched job categories for Financial Virtual Assistant jobs in Utah are:
What cities in Utah are hiring for Financial Virtual Assistant jobs? Cities in Utah with the most Financial Virtual Assistant job openings:
Financial Virtual Assistant jobs near you

Executive Assistant

Medallion Bank

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Please Note: Employment with Medallion Bank is contingent on passing both a background check and maintaining a clean background.
Who we are:
At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it!
How You Will Support The Team:
The Executive Assistant (EA) provides high-level administrative support to the CEO and senior leadership team. This role requires strong organizational skills, discretion, and the ability to manage a wide range of responsibilities, including investor relations support, board of directors coordination, and day-to-day operational tasks. The EA will serve as a key point of contact for internal and external stakeholders, ensuring smooth communication and efficient operations.
What We Are Looking For:
  • Manage calendars for senior leadership, including adjusting calendars to address urgent requests and managing incoming requests; proactively protect executive focus time by declining, rescheduling, or consolidating meetings as appropriate; ensure all scheduled meetings have a clear purpose prior to being confirmed; and build in adequate transition time between commitments.
  • Coordinate with direct reports and cross-functional teams to track key deliverables and deadlines, escalating issues and delays as needed; support planning and logistics for leadership team off-sites and recurring reporting cycles.
  • Prepare and organize materials for leadership, formal committee and strategic planning meetings.
  • Handle expense management and reimbursement requests from senior leadership.
  • Triage executive email inboxes, surfacing high-priority items requiring immediate attention and flagging time-sensitive requests; manage outgoing communications timelines to ensure all commitments and responses are met.
  • Make travel arrangements in an expeditious, accurate and cost-effective manner. Ensure complete itineraries, including transportation and lodging logistics, meetings, social and special events, and meals.
  • Draft correspondence, reports, and communications on behalf of executives.
  • Coordinate logistics for board meetings, including scheduling, agenda preparation, and distribution of materials.
  • Coordinate management communication schedules and activities with key stakeholders, including directors of the Bank's and parent company's boards.
  • Own Bank-wide ABA training schedules and assignments, including regular tracking and follow-up.
  • Oversee office administration tasks, including scheduling, records storage and filing, assigned vendor management, supply management, visitor handling, etc.
  • Serve as liaison between the executive team and employees, to the extent required and without negatively affecting our open-door policy, ensuring effective information flow. Proactively monitor key stakeholder relationships and alert leadership when touchpoints or follow-ups are overdue.
  • Handle sensitive requests, company confidential information and stakeholder information with discretion; act as a trusted representative of senior leadership.
  • Perform other duties as assigned

You would be a GREAT fit with these skills:
  • Strong written and verbal communication skills; professional presence with board members and investors.
  • High proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with virtual meeting platforms.
  • Ability to manage multiple priorities under pressure and meet strict deadlines.
  • Demonstrated discretion, integrity, and attention to detail.

Preferred Level of Experience:
  • Bachelor's degree preferred; equivalent experience accepted.
  • 5+ years of experience as an executive assistant, ideally within a financial services, corporate, or publicly traded environment.

What's in it for YOU?
  • Comprehensive benefits including medical, dental, vision, disability, and life insurance
  • 401K with a company match
  • PTO including 11 federal paid holidays off, vacation time and sick time
  • Financial Wellness Program
  • Volunteer Opportunities
  • Awesome company culture and co-workers who love to work here!
  • Work Life Balance - We don't use that term lightly!
  • Company Wide Open Door Policy

Apply