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Financial Virtual Assistant Jobs in Wisconsin (NOW HIRING)

LifeWise Academy

Volunteer Financial Assistant

Luck, WI · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and ... Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google ...

Advocate Aurora Health

Financial Advocate

Hartford, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

Advocate Aurora Health

Financial Advocate

Two Rivers, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

Advocate Aurora Health

Financial Advocate

Grafton, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

Advocate Aurora Health

Financial Advocate

Marinette, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

Advocate Aurora Health

Financial Advocate

Hartford, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

Advocate Aurora Health

Financial Advocate

Two Rivers, WI · On-site

$22.90 - $34.35/hr

Works in conjunction with state social worker and/or outside eligibility vendor to assist in the ... Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic ...

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Financial Virtual Assistant information

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.

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 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.

What are popular job titles related to Financial Virtual Assistant jobs in Wisconsin?

For Financial Virtual Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Virtual Assistant jobs in Wisconsin look for?

The top searched job categories for Financial Virtual Assistant jobs in Wisconsin are:

Financial Virtual Assistant jobs near you
Infographic showing various Financial Virtual Assistant job openings in Wisconsin as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, 12% Part Time, 1% Temporary, and 7% Contract. Highlights an 44% Physical, 4% Hybrid, and 52% Remote job distribution.

Volunteer Financial Assistant

LifeWise Academy

Luck, WI • On-site

Other

Re-posted 19 days ago

Job description

Overview
As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.
Job Responsibilities Overview
  • Prepare and maintain an annual budget
  • Log donations and manage records online in The LIST
  • Monitor "declined" donations on The LIST and contact those who had declined donations
  • Send thank-you notes and log sent date in The LIST
  • Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
  • Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
  • Review monthly financial reports for accuracy and alignment with the program budget
  • Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
  • Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
  • Use a variety of websites keeping records and logging hours worked
  • Lead the processes for collection and record-keeping of donations for fundraising events

Qualifications and Experience
  • A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Leadership experience in either a professional or volunteer capacity
  • Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace

LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category.
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