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Personal Financial Assistant Jobs in Wisconsin (NOW HIRING)

Park Lawn Corporation

Administrative Assistant

Appleton, WI · On-site

$17.50 - $23.75/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Fabick Cat

Retail Finance Assistant

Milwaukee, WI · On-site

Lender & Program Support: Assist the Financial Marketing Manager in working with lending ... personal protective equipment (PPE) should be used as required. Equal Employment Opportunity ...

Nicolet National Bank

Personal Banker I

Manitowoc, WI · On-site

$18.50 - $22.75/hr

Nicolet National Bank Personal Banker I At Nicolet National Bank, our culture is based on the ... financial guidance, support account openings and servicing, and assist with transactions across ...

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Personal Financial Assistant information

See Wisconsin salary details

$10

$23

$41

How much do personal financial assistant jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for personal financial assistant in Wisconsin is $23.39, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $26.20 per hour, depending on experience, location, and employer.

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 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 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 qualifications do you need to be a personal financial assistant?

To become a personal financial assistant, candidates typically need 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 like the CFP or CPA can enhance job prospects.

What are popular job titles related to Personal Financial Assistant jobs in Wisconsin?

For Personal Financial Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Personal Financial Assistant jobs in Wisconsin look for?

The top searched job categories for Personal Financial Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Personal Financial Assistant jobs?

Cities in Wisconsin with the most Personal Financial Assistant job openings:

Personal Financial Assistant jobs near you

Administrative Assistant

Park Lawn Corporation

Appleton, WI • On-site

$17.50 - $23.75/hr

Full-time

Medical, Retirement

Re-posted 17 days ago

Park Lawn Corporation rating

7.5

Company rating: 7.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

2nd of 9 rated funeral services

Job description

Why Work for Wichmann Funeral Home?
Service
  • At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
  • Work with leading experts in the funeral and cemetery profession.

Benefits
  • Financial assistant programs encouraging employees through education and development in industry related subjects.
  • Robust Health and Welfare Plans, and savings account options, designed to support your personal needs, enhance well-being and help navigate life's challenges.
  • Rich 401k and Roth Retirement Plan options available for both Full Time and Part Time employees along with a Company Match.
  • Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
  • Employee Discounts on services, merchandise, and property to help our team members in their time of need.

Culture
  • We value honesty, courage, integrity, ethical behavior and the development of personal growth.
  • We are rooted in the communities to provide a personal touch to every family we serve.
  • We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

Summary/Objective
This position is the primary administrative role in most of Park Lawn's individual business locations and is responsible for performing a variety of administrative and accounting related tasks to ensure the business runs smoothly and the expectations of our client families and their guests are exceeded.
Essential Functions
  • Answers telephone and gives information to callers or routes calls to the appropriate person and places outgoing calls for the business.
  • Greets and escorts all visitors and their guests.
  • Performs all accounting (AP/AR), inventory, and account reconciliation for the business.
  • Updates Timekeeping system as employees fill out missed punch log.
  • Prepares daily deposit reports and reconciliations
  • Processes and codes all business invoices for payment.
  • Researches invoices and resolve any issues or discrepancies.
  • Receives and records payments from client families.
  • Schedules appointments for the business.
  • Composes and types correspondence as needed.
  • Compiles and reports on statistical data as required by the business.
  • Inputs data into operating system accurately, completely, and timely.
  • Assists client families with processing necessary paperwork and scheduling appointments.
  • Scans, copies and prints as needed.
  • Updates and maintains files and related systems for the business.
  • Serves as business timekeeper and maintains local employee files.
  • Coordinates and maintains office supplies and equipment.
  • Serves as a backup in other administrative functions as needs dictate.
  • Completes assigned responsibilities and tasks without needing additional assistance, excessive supervision, or extended scheduling.
  • Special projects and other duties as assigned.

Competencies
  • Communication Proficiency.
  • Teamwork Orientation.
  • Detail Orientation.
  • Customer Service Orientation.
  • Time Management.

Required Education, Experience, Certifications and Licensure
  • High school diploma or equivalent combination of education and experience preferred.
  • Minimum two years administrative or general accounting experience or have demonstrated knowledge, skills and abilities required to perform all job tasks.
  • Valid state issued driver's license in good standing and acceptable driving record.

Additional Eligibility Qualifications
  • Ability to read, write, and speak English fluently. Bilingual is a plus.
  • High degree of overall computer proficiency.
  • High degree of proficiency in local and virtual data management tools (Internet, Dropbox, Microsoft file management structure).
  • High level of proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
  • Proficiency with multi-line phone systems and general office equipment.
  • Effective and professional communication skills, with an emphasis on verbal skills and the ability to resolve and respond to issues in a professional manner.
  • Ability to empathize with client families and their guests and demonstrate tact and patience in emotionally charged situations.
  • Ability to maintain a positive attitude and working environment through organization, willingness to learn, and communication.
  • Ability to simultaneously handle multiple projects, prioritize tasks, and exercise good judgment.
  • Attention to detail and follow-through.

Supervisory Responsibility
This position has no direct supervisory responsibilities.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • The duties associated with this position are generally performed in an indoor office setting.
  • Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
  • Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.
  • This position may also require reaching, pushing, and pulling.
  • Employees may be exposed to chemicals and/or blood borne pathogens. Exposure risk is considered: Low
  • Overtime is sometimes necessary or required.

Travel
  • This position may require up to 10 percent out of area and overnight travel.
  • Travel is primarily local occurring during the business day only.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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