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Personal Financial Assistant Jobs in Indiana (NOW HIRING)

Personal Banker I

Knightstown, IN · On-site

$17.75 - $21.75/hr

The Personal Banker will discuss personal financial needs of the customer and makes recommendations ... Generate new business to assist in meeting profitability goals of the office. * Receive checks and ...

Personal Banker I

Pendleton, IN · On-site

$18.75 - $22.75/hr

The Personal Banker will discuss personal financial needs of the customer and makes recommendations ... Generate new business to assist in meeting profitability goals of the office. * Receive checks and ...

Personal Banker I

Rushville, IN · On-site

$18.50 - $22.50/hr

The Personal Banker will discuss personal financial needs of the customer and makes recommendations ... Generate new business to assist in meeting profitability goals of the office. * Receive checks and ...

You will assist club leadership in bringing the Life Time Training brand and philosophy to life ... team achieve their personal financial goals and those of the division. Job Duties and ...

New

You will assist club leadership in bringing the Life Time Training brand and philosophy to life ... team achieve their personal financial goals and those of the division. Job Duties and ...

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan. * Collaborate with clients to review personal financial goals and provide consultation on ...

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Showing results 1-20

Personal Financial Assistant information

See Indiana salary details

$9

$22

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for personal financial assistant in Indiana is $22.05, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $24.71 per hour, depending on experience, location, and employer.

What qualifications do you need to be a personal financial assistant?

A personal financial assistant typically needs a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a personal financial assistant, and why are they important?

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What is the difference between Personal Financial Assistant vs Financial Advisor?

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.
What are popular job titles related to Personal Financial Assistant jobs in Indiana? For Personal Financial Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Indiana look for? The top searched job categories for Personal Financial Assistant jobs in Indiana are:
What cities in Indiana are hiring for Personal Financial Assistant jobs? Cities in Indiana with the most Personal Financial Assistant job openings:

Financial Aid Assistant

University of Indianapolis

Indianapolis, IN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago


University Of Indianapolis rating

7.6

Company rating: 7.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

285th of 615 rated colleges and universities


Job description

Job Description

The Financial Aid Assistant provides essential administrative and operational support to the Financial Aid Office. This role assists with the processing of financial aid applications, outside scholarships, and student records; responds to basic inquiries; supervises student workers; and helps ensure the smooth functioning of daily office operations. The ideal candidate will be detail-oriented, organized, possess strong data entry and communication skills, and be committed to providing excellent service to students while supporting the goals of the financial aid team.

REQUIREMENTS/MINIMUM QUALIFICATIONS:

Experience

  • Minimum of 3 years of administrative support experience, preferably in an office environment.
  • Strong data entry skills with accuracy and attention to detail.
  • Proficient in using basic computer applications, including email, word processing software (e.g., Microsoft Word), and basic spreadsheet software (e.g., Microsoft Excel).
  • Good communication and interpersonal skills, with the ability to interact professionally with students, parents, and colleagues.
  • Strong organizational skills and the ability to manage multiple tasks.
  • Ability to follow instructions and procedures accurately.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Demonstrated ability to work independently and as part of a team.
  • A commitment to providing excellent support.

Education

  • High school diploma or equivalent required. Some college preferred.

SUPERVISORY RESPONSIBILITIES:

  • Supervise Student Workers

ESSENTIAL FUNCTIONS:

  • Application Processing Support
    • Assist with the intake, review, and processing of financial aid applications and supporting documentation.
    • Ensure applications are complete and accurate, following up with students for missing information as needed.
    • Perform data entry tasks related to financial aid applications and student records in the student information system.
    • Assist with the verification process by collecting and organizing required documentation.
    • Prepare and mail notification letters and other correspondence to students.
  • Record Keeping and File Management
    • Maintain accurate and organized student financial aid files, both electronic and physical, ensuring compliance with record retention policies.
    • Scan and index financial aid documents into electronic imaging systems.
    • Assist with file audits and data integrity checks.
    • Retrieve and distribute student files and information as authorized.
  • Front Office and Communication Support
    • Provide front-line support by answering phone calls, responding to emails, and greeting visitors.
    • Provide general information about financial aid processes, deadlines, and required documentation.
    • Direct complex inquiries to the appropriate Financial Aid Assistant Directors or Supervisor.
    • Assist students with basic questions and provide guidance on accessing online resources.
    • Assist with preparing general office correspondence and mailings.
  • Data Entry and Reporting
    • Perform accurate and timely data entry for various financial aid processes.
    • Assist with generating basic reports and data extracts as requested.
    • Maintain data integrity and accuracy in all assigned tasks.
  • Office Operations Support
    • Assist with general office duties, including photocopying, scanning, faxing, and filing.
    • Order and maintain office supplies.
    • Assist with the scheduling of appointments and meetings.
    • Help maintain a clean and organized office environment.
  • Compliance and Confidentiality
    • Adhere to all federal, state, and institutional regulations and policies related to financial aid.
    • Maintain the confidentiality of student financial aid records in accordance with FERPA guidelines.
  • Other Duties
    • Perform other duties and responsibilities as assigned by the Financial Aid Management.
    • Assist with the receipt, tracking, and processing of outside scholarships, including entering awards into the student information system, maintaining supporting documentation, and responding to student inquiries regarding scholarship funding.
Company Description

Thank you for your interest in the University of Indianapolis! The University is a private, liberal arts university located on 65 acres just minutes from downtown Indianapolis. With more than 700 faculty and staff, it is a place where you can become part of a close-knit campus community that emphasizes the importance of community partnerships in the future growth of the University.
UIndy’s mission is to prepare its graduates for effective, responsible, and articulate membership in the complex societies in which they live and serve and for excellence and leadership in their personal and professional lives. The motto of "Education for Service" provides the foundation for our work to better our communities, both near and far.
As University employees, we know the work we do is important to our students and our communities. To accomplish our mission, we welcome talented, civic-minded, and diverse individuals from all career levels to help maintain our high standards of excellence and quality. If you want to join our dynamic environment and experience hard work, creativity, and teamwork, we welcome your application!
The University of Indianapolis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, national origin, disability, citizenship status, military status, marital status, sexual orientation, gender identity, or gender expression. The University of Indianapolis does not discriminate on the basis of sex in its educational programs and activities, including employment and admission as required by Title IX.

Benefits
  • Medical Insurance
  • Vision Insurance
  • Dental Insurance
  • Life Insurance
  • Tuition Discount
  • Retirement Savings Plan - 403B
  • Paid Vacation and Sick Time Accruals
  • Paid Holiday time and additional University days off
  • Employee Discounts & Services
  • Free Parking
  • Onsite Health & Wellness Center

For more information about the benefits of being a staff member at UIndy, visit our Benefits site.


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