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Financial Virtual Assistant Jobs in New Rochelle, NY

E*Pro, Inc.

CA ITKO LISA

Montvale, NJ · On-site

$22.25 - $29.75/hr

In addition, our industry expertise and knowledge within financial services, Insurance, Telecom ... Virtual Models Additional Information FULLTIME/PERMANENT & ONSITE

Nourish

Licensing Lead, New Bets

New York, NY · Remote

Direct virtual-assistant capacity supporting licensing workflows, including work allocation ... Finance, RCM, Clinical Ops, and Customer Experience. * Evaluate where work should be brought in ...

Nourish

Credentialing / Enrollment Lead

New York, NY · Remote

Direct virtual-assistant capacity supporting the pod, including work allocation, training, quality ... Payer Ops, Finance, RCM, Clinical Ops, and Customer Experience. * Serve as the day-to-day ...

Aumni

Conversation Designer Vice President

Manhattan, NY · On-site

$150 - $200/hr

This role is central to the design of our in-app virtual assistant, which will serve as a key touchpoint for customers navigating their financial lives. This position is ideal for a design leader who ...

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Financial Virtual Assistant information

See New Rochelle, NY salary details

$11

$25

$34

How much do financial virtual assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial virtual assistant in New Rochelle, NY is $25.11, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $28.22 per hour, depending on experience, location, and employer.

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 New Rochelle, NY?

For Financial Virtual Assistant jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Financial Virtual Assistant jobs in New Rochelle, NY look for?

The top searched job categories for Financial Virtual Assistant jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Financial Virtual Assistant jobs?

Cities near New Rochelle, NY with the most Financial Virtual Assistant job openings:

Financial Virtual Assistant jobs near you

CA ITKO LISA

E*Pro, Inc.

Montvale, NJ • On-site

$22.25 - $29.75/hr

Full-time

Re-posted 8 days ago

Job description

Company Description

E*Pro Consulting service offerings include contingent Staff Augmentation of IT professionals, Permanent Recruiting and Temp-to-Hire. In addition, our industry expertise and knowledge within financial services, Insurance, Telecom, Manufacturing, Technology, Media and Entertainment, Pharmaceutical, Health Care and service industries ensures our services are customized to meet specific needs. For more details please visit our website www.epro-tech.com

Job Description

FULLTIME/PERMANENT & ONSITE


CA LISA Virtualize Tool

SOA

Understanding the virtualization needs

Creation and Deployment of Virtual Models

Debugging

Maintenance of Virtual Models


Additional Information

FULLTIME/PERMANENT & ONSITE

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