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Financial Virtual Assistant Jobs (NOW HIRING)

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

Berry Virtual

Bookkeeping VA (ENG)

Manhattan, NY · Remote

We are seeking a detail-oriented and reliable Bookkeeping Virtual Assistant to support our accounting and financial operations. The ideal candidate will handle daily bookkeeping tasks, manage account ...

Allstate

OR · On-site

$49K - $64K/yr

Candidates must live in Mountain or Pacific Time Zone As a Virtual Assist Auto Adjuster, you will ... The Recorder - you'll protect the company financially by executing policies along policy agreements ...

Allstate

OR · On-site

$49K - $64K/yr

Candidates must live in Mountain or Pacific Time Zone As a Virtual Assist Auto Adjuster, you will ... The Recorder - you'll protect the company financially by executing policies along policy agreements ...

Grossmann Air Conditioning INC

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Administrative Assistant

Jensen Beach, FL · On-site

$22 - $28/hr

Assisting customers with financing * Assisting with sales or new air conditioning equipment ... Proven experience as an Administrative Assistant, Virtual Assistant or Office Admin Assistant

Grossmann Air Conditioning INC

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Administrative Assistant

Stuart, FL · On-site

$22 - $28/hr

Assisting customers with financing * Assisting with sales or new air conditioning equipment ... Proven experience as an Administrative Assistant, Virtual Assistant or Office Admin Assistant

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How much do financial virtual assistant jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for financial virtual assistant in the United States is $24.40, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $27.40 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.
More about Financial Virtual Assistant jobs
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Financial Virtual Assistant jobs near you
Infographic showing various Financial Virtual Assistant job openings in the United States as of May 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $50,749 per year, or $24.4 per hour.
Elite Insurance Sales Pro Virtual, High-Ticket Leads

Elite Insurance Sales Pro Virtual, High-Ticket Leads

Emergent Financial Group

Sun City, AZ • On-site

$1K - $1K/wk

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

A high-end insurance agency in Sun City is seeking experienced sales agents who are self-motivated and capable of managing their own sales processes. Candidates should be comfortable selling high-ticket insurance products with an average premium over $250/month. Experience in virtual sales using phone or Zoom is required.

The agency offers a high commission structure and a proven training system for agents. Agents are expected to spend between $1,000 to $1,500 weekly on leads to generate significant premium sales. #J-18808-Ljbffr

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