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Financial Virtual Assistant Jobs in Wisconsin (NOW HIRING)

LifeWise Academy

Assistant Program Director

Luck, WI · On-site

  • Retirement

Loot: The financial component of the program (fundraising and budgeting) * Language: The ... Experience with spreadsheets, virtual meeting platforms and Google Workspace Benefits * Retirement ...

LifeWise Academy

Assistant Program Director

Wausau, WI · On-site

  • Retirement

Loot: The financial component of the program (fundraising and budgeting) * Language: The ... Experience with spreadsheets, virtual meeting platforms and Google Workspace Benefits * Retirement ...

The Trade Hotel Milwaukee

Server Assistant

Milwaukee, WI · On-site

$13 - $15/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Virtual telehealth access and employee assistance resources * Monthly health and fitness ... Financial Support * Same-day pay options * Referral bonus - earn cash for bringing great team ...

Trade Hotel

Server Assistant

Milwaukee, WI · On-site

$13 - $15/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Virtual telehealth access and employee assistance resources * Monthly health and fitness ... Financial Support * Same-day pay options * Referral bonus - earn cash for bringing great team ...

UWHealth

Medical Assistant, Imaging

Madison, WI

$17.75 - $23/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... MRI, and Virtual Colonoscopy. * Prepare patients for procedures, assist nurses with Phase II ... financial, and physical well-being. * Tuition benefits eligibility - UW Health invests in your ...

UW Health

Medical Assistant, Imaging

Madison, WI · On-site

$20.92 - $29.30/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... MRI, and Virtual Colonoscopy. * Prepare patients for procedures, assist nurses with Phase II ... financial, and physical well-being. * Tuition benefits eligibility - UW Health invests in your ...

Trade Hotel

Building Maintenance Assistant

Milwaukee, WI · On-site

$18 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Virtual telehealth access and employee assistance resources * Monthly health and fitness ... Financial Support * Same-day pay options * Referral bonus - earn cash for bringing great team ...

Visionworks

Assistant Manager

West Allis, WI · On-site

$16.28 - $21.58/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The OSUP will also support the General Manager in achieving store financial goals by demonstrating ... virtual environments, including maintaining camera presence during meetings to support effective ...

Encore Vet Group

Veterinary Assistant

WI · On-site

$15.50 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Free virtual healthcare for household (13+) * Generous CE allowance + paid CE time * Uniform ... A robust Employee Assistance Program (from finances to wellness and everything in between) * Access ...

Lifepoint Health

Certified Nurse Aide CNA

Oak Creek, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Certified Nurse Assistant Shift: FT Days Schedule: 6am-6:30pm Your experience matters ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Lifepoint Health

Certified Nurse Aide CNA

Oak Creek, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Certified Nurse Assistant Shift: FT Nights Schedule: 6pm-6:30am Your experience matters ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

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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.

Medical Assistant - Elmbrook School Health Center, Brookfield, WI

Marathon Health

Brookfield, WI • On-site

$21 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Marathon Health rating

7.6

Company rating: 7.6 out of 10

Based on 50 frontline employees who took The Breakroom Quiz

190th of 889 rated healthcare providers

Job description

Marathon Health is a leading advanced primary care provider, partnering with employer and union plan sponsors to improve health for millions of Americans. With nationwide onsite, nearsite, and network health centers, and virtual primary care, Marathon delivers a value-based model that enhances the healthcare experience for members and providers, while driving meaningful cost savings for plan sponsors. Marathon is proud to be certified as a Great Place to Work®, reflecting the company's commitment to building an inclusive, high-trust culture where all employees can thrive. Learn more at marathon.health
Highlights of working at Marathon Health:
  • Competitive health benefits that start 1st of month after start date
  • 15 days of PTO plus paid holidays
  • No out-of-pocket cost for scrubs
  • Pay Range: $21.00-26.00/hr The actual offer may vary dependent upon geographic location and the candidate's years of experience and/or skill level.

About Us
At Marathon Health we are building the most trusted, accessible and personalized healthcare experience alongside our patients and clients. With 20+ years' experience from our shared organizations, we hold a unified goal of building deep, trusted and lasting relationships with our patients and clients. As Marathon Health, we are guided by our core principles of Patients First, Courage, Ingenuity, Community, and Fun.
About the Role
We are currently looking for an experienced Medical Assistant to join our team. The Medical Assistant is a key component of our care team and works closely with a primary care physician to deliver excellent patient care and provide an exceptional guest experience to our patients. Because of our unique model, our Medical Assistants oversee the full spectrum of the patient experience- acting both as a Medical Receptionist as well as assuming clinical responsibilities of a Medical Assistant.
Essential Duties and Responsibilities
The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all-inclusive.
  • Escorts patients to room and ensures that exam rooms are thoroughly cleaned and stocked
  • Reviews previous medical information and gathers any relevant updated health information from the patient to inform the provider
  • Take vitals, perform blood draws, give injections, bandage wounds, assist with procedures. Work with the contracted labs for additional tests
  • Prepares and administers approved medications and immunizations via oral, topical, inhaled, intramuscular, subcutaneous or intradermal at the direction of and upon written order from the Provider
  • Partners with other members of the care team to develop individual patient plan of care including identifying and working to address gaps in care
  • Front desk duties, including: patient scheduling, medical record requests and abstraction, documentation, coordinate specialist visits, referrals, and other care outside of the clinic, check-in, check-out, etc.
  • Records accurate and pertinent data in the medical record according to documentation guidelines
  • Process test results and provide the patient with timely results via e-message, mail or phone as directed in written instructions by the Provider
  • Participates in outreach to patients to drive engagement among eligible patient groups
  • Maintains clinical and office supplies and equipment for treatments

About You
  • Minimum of 1 year of experience working as a Medical Assistant, preferably in Primary Care. May vary based on clinic needs
  • Graduation from a formal Medical Assistant program or other related program
  • National or state-specific MA certification or registration is strongly preferred. MA certification or registration is required for employment in States where certification/registration is required.
  • CPR/BLS certification required at time of start date
  • Phlebotomy experience is preferred

We are accepting applications for this position until a candidate has been selected. To apply to this position and learn more about open jobs at Marathon Health, visit our careers page.
Marathon Benefits Summary
We believe in empowering teammates to do their best work and build better healthcare. Below are some of our benefit offerings. Eligibility is based on 24/hr week.
  • Health and Well-Being: Free Marathon membership for in person and virtual care, employer paid life and disability insurance, and choice in medical/dental plans, vision, employer funded HSA, FSA, and voluntary illness, accident and hospitalization plans. Benefits are effective on the first of the month following date of hire.
  • Financial Support: Competitive compensation, 401k match, access to financial coaching through our Employee Assistance Program
  • Lifestyle: Paid time off for vacation, sick leave, and more.

For more information, visit our careers page.

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