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Financial Virtual Assistant Jobs in Springfield, MA

Outback Steakhouse

Key

West Springfield, MA · On-site

$15 - $20/hr

Participate in events, marketing, purchasing, training, quality control, and financial activities ... virtual assistant Sydney. We look forward to hearing from you!

Outback Steakhouse

Key

West Springfield, MA · On-site

$15 - $20/hr

Participate in events, marketing, purchasing, training, quality control, and financial activities ... virtual assistant Sydney. We look forward to hearing from you!

Chubb Insurance Hong Kong

Executive Assistant

Simsbury, CT · On-site

$85 - $120/hr

Coordinate internal and external meetings, including room reservations, virtual meeting logistics ... Experience in insurance, financial services, or another complex corporate environment is preferred.

New

Chubb Ltd.

Executive Assistant

Simsbury, CT · On-site

$70 - $110/hr

Coordinate internal and external meetings, including room reservations, virtual meeting logistics ... Experience in insurance, financial services, or another complex corporate environment is preferred.

New

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Financial Virtual Assistant information

See Springfield, MA salary details

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How much do financial virtual assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial virtual assistant in Springfield, MA is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $27.31 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 Springfield, MA?

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

What cities near Springfield, MA are hiring for Financial Virtual Assistant jobs?

Cities near Springfield, MA with the most Financial Virtual Assistant job openings:

Financial Virtual Assistant jobs near you
Infographic showing various Financial Virtual Assistant job openings in Springfield, MA as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 100% In-person job distribution, with an average salary of $50,571 per year, or $24.3 per hour.

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted yesterday

New

Job description

About Us

We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is eager to learn, grow, and contribute meaningfully to client relationships and planning work.
This role is ideal for someone early in their financial planning career. Someone who has completed (or is close to completing) CFP® coursework, is working toward their Series 7, and is ready to gain hands-on experience under the mentorship of a seasoned advisor.
Position Summary

The Associate Financial Planner will support the firm’s principal advisor in all aspects of financial planning, client service, and operational workflow. This role includes sitting in on client meetings, preparing planning analyses, managing follow-up tasks, coordinating with attorneys and CPAs, and helping ensure a smooth, high-quality client experience.
This is an on-site, professional role with structured mentorship, clear growth pathways, and the opportunity to build toward becoming a full Financial Advisor.
Who We Are

Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers; it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust.
We’re looking for someone who shares these values and sees financial planning as a meaningful partnership.  Someone who is ready to learn, contribute, and grow.
Key Responsibilities

Client Support & Meeting Participation

  • Attend client meetings with the principal advisor
  • Capture notes, prepare follow-up tasks, and manage post-meeting communication
  • Support clients through major financial transitions (retirement, education planning, career changes)
  • Maintain a warm, professional presence that reflects firm values
Financial Planning & Analysis

  • Gather and organize client financial data
  • Prepare financial planning analyses (retirement projections, cash flow, risk assessments, asset allocation reviews)
  • Assist in developing comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
  • Update plans based on life changes, market conditions, or regulatory updates
Investment & Portfolio Support

  • Assist with portfolio reviews, performance reporting, and allocation updates
  • Support research and due diligence efforts
  • Ensure client portfolios align with firm philosophy and risk tolerance
Coordination with External Professionals

  • Communicate with attorneys regarding estate planning documents
  • Follow up with CPAs on tax returns, tax planning items, and required documentation
  • Support clients in navigating multi-professional financial decisions
Operational & Administrative Support

  • Maintain accurate, compliant client records
  • Assist with onboarding, documentation, and workflow management
  • Support process improvement and operational efficiency
How We Work

We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our associates listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism.
This role is designed for someone who wants to grow; someone who is ready to learn from a seasoned advisor, build confidence, and eventually step into a full advisory role.
Qualifications

Required

  • Completion of CFP® curriculum (or in final semester of coursework)
  • Actively pursuing Series 7 (or willingness to begin immediately)
  • Strong analytical and communication skills
  • Professional client-facing experience (internships included)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to maintain confidentiality and attention to detail
  • Ability to work on-site in Springfield, MA
Preferred

  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Internship or entry-level experience in financial planning, wealth management, or advisory services
  • State health, life, disability, and variable annuity licenses
  • Bachelor’s degree in finance, business, economics, or related field
Compensation & Benefits

  • Salary: $50,000–$60,000 
  • 401(k) plan
  • Paid time off and holidays
  • Professional development, mentorship, and career advancement opportunities
  • Collaborative, supportive work environment
  • Half-day Fridays in the summer (remote)
Schedule & Location

  • Full-time, on-site
  • Springfield, MA
  • Monday–Friday, 9:00 AM–5:00 PM
  • Business professional dress code
How to Apply

Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
Joining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission.
If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment — we would love to meet you.