Financial Administrative Assistant Jobs
Financial Administrative Assistant jobs are open across healthcare, finance, real estate, and corporate services, at every level from entry-level coordinator to senior administrative specialist, with specializations in accounts payable, budget tracking, and compliance support. See the openings below and apply to the ones that match your experience.
Find JobsOverview
Showing 5 of 45+ Financial Administrative Assistant jobs
Job post summary
ADMINISTRATIVE ASSISTANT / ASSOCIATE FINANCIAL REPRESENTATIVE
We are looking for an energetic and dynamic professional with superior multi-tasking skills to be a member of our fast paced and growing team in El Paso! This individual will primarily assist with the personal practice of the Managing Director, as well as calendar management and coordination of leadership duties. The ideal candidate is dedicated and a hard worker with a passion to help people. If you are extremely motivated, self-starter, proactive, and goal oriented, then we want to hear from you!
OVERALL FUNCTION
The Associate Financial Representative (AFR) specializes in client service and supporting the Advisor as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the Advisor and clients. Specific responsibilities may include but are not be limited to:
Administration
- Greet clients.
- Screen calls and mail.
- Maintain calendar.
- Prepare travel and accommodations for MD.
- Maintain client information.
- Prepare correspondence.
- Return not-taken policies to Network Office.
- Schedule monthly financial representative meetings with MD.
- Conduct all aspects of policy owner service.
SUPPORT
- Handle case notes, process correspondence and maintain client case files.
- E-file new statements, account forms and other insurance/investment-related materials
- Maintain financial representative’s calendar and schedule follow-up appointments.
- Input data and gather information at direction of financial representative in preparation for client/prospect meeting
- Contact clients to set up follow-up meetings with representative
- Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
- Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
- Communicate with home office, NMIS and families to supply or obtain information
- Prepare/email letters of instruction for client signature
- Prepare policies for delivery
- Calendar management
- Maintain client engagement campaigns, such as newsletters, gifts, cards, etc.
- Assist with social media campaign set ups and website updates as needed
CLIENT SERVICE SUPPORT | NON-SECURITIES PRODUCTS
- Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
- Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products
- Meet with clients to complete non-securities insurance related applications
- Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions
- Review insurance applications, conversions and policy changes for completeness and accuracy
- Arrange medical, paramedical and any exams necessary for underwriting
- Provide current status and account values for non-securities related accounts
- Contact and advise clients regarding late payments and other non-securities sales and service related issues
- Consult with clients on impact of changes to non-securities related products
- Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
QUALIFICATIONS
- Life and Health licensed or gain licensing within 60 days of employment
- Directly communicates with Spanish-speaking clients – Fluent Spanish is an essential function of this role
- Financial Service or Insurance industry experience preferred
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
- Excellent verbal and written communication skills
- Familiarity with Microsoft applications and data entry and information retrieval software
- Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
- High level of multitasking day to day is required
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to proactively identify what needs to be accomplished and take action as appropriate
- Has interest in learning on a continuous basis
- Ability to embrace change and work in a fast-paced environment
- Ability to work both independently and in a team
- Ability to maintain confidentiality
- Ability to handle change, pressure, coaching and feedback
Pay: $50,000.00 per year
BENEFITS
- Salary
- Paid vacations (PTO)
- Retirement plan
- Medical, Dental, Vision insurances
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical setting:
- In Office – not remote work
Schedule:
- Monday to Friday | 8am – 5pm
Location: 5870 Onix Dr Ste A, El Paso, TX 79912
Pay: From $50,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Job post summary
ADMINISTRATIVE ASSISTANT / ASSOCIATE FINANCIAL REPRESENTATIVE
We are looking for an energetic and dynamic professional with superior multi-tasking skills to be a member of our fast paced and growing team in El Paso! This individual will primarily assist with the personal practice of the Managing Director, as well as calendar management and coordination of leadership duties. The ideal candidate is dedicated and a hard worker with a passion to help people. If you are extremely motivated, self-starter, proactive, and goal oriented, then we want to hear from you!
OVERALL FUNCTION
The Associate Financial Representative (AFR) specializes in client service and supporting the Advisor as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the Advisor and clients. Specific responsibilities may include but are not be limited to:
Administration
- Greet clients.
- Screen calls and mail.
- Maintain calendar.
- Prepare travel and accommodations for MD.
- Maintain client information.
- Prepare correspondence.
- Return not-taken policies to Network Office.
- Schedule monthly financial representative meetings with MD.
- Conduct all aspects of policy owner service.
SUPPORT
- Handle case notes, process correspondence and maintain client case files.
- E-file new statements, account forms and other insurance/investment-related materials
- Maintain financial representative’s calendar and schedule follow-up appointments.
- Input data and gather information at direction of financial representative in preparation for client/prospect meeting
- Contact clients to set up follow-up meetings with representative
- Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
- Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
- Communicate with home office, NMIS and families to supply or obtain information
- Prepare/email letters of instruction for client signature
- Prepare policies for delivery
- Calendar management
- Maintain client engagement campaigns, such as newsletters, gifts, cards, etc.
- Assist with social media campaign set ups and website updates as needed
CLIENT SERVICE SUPPORT | NON-SECURITIES PRODUCTS
- Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
- Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non-securities related products
- Meet with clients to complete non-securities insurance related applications
- Initiate and perform sales of non-variable Additional Purchase Benefit (APB) and term conversions
- Review insurance applications, conversions and policy changes for completeness and accuracy
- Arrange medical, paramedical and any exams necessary for underwriting
- Provide current status and account values for non-securities related accounts
- Contact and advise clients regarding late payments and other non-securities sales and service related issues
- Consult with clients on impact of changes to non-securities related products
- Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
QUALIFICATIONS
- Life and Health licensed or gain licensing within 60 days of employment
- Directly communicates with Spanish-speaking clients – Fluent Spanish is an essential function of this role
- Financial Service or Insurance industry experience preferred
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
- Excellent verbal and written communication skills
- Familiarity with Microsoft applications and data entry and information retrieval software
- Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
- High level of multitasking day to day is required
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to proactively identify what needs to be accomplished and take action as appropriate
- Has interest in learning on a continuous basis
- Ability to embrace change and work in a fast-paced environment
- Ability to work both independently and in a team
- Ability to maintain confidentiality
- Ability to handle change, pressure, coaching and feedback
Pay: $50,000.00 per year
BENEFITS
- Salary
- Paid vacations (PTO)
- Retirement plan
- Medical, Dental, Vision insurances
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical setting:
- In Office – not remote work
Schedule:
- Monday to Friday | 8am – 5pm
Location: 5870 Onix Dr Ste A, El Paso, TX 79912
Pay: From $50,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Financial Administrative Assistant Jobs by Experience Level
See All 45 Financial Administrative Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsFinancial Administrative Assistant Job Market
Who's Hiring
Top Industries Hiring
- Education
What Employers Look For
The qualifications that appear most often in financial administrative assistant jobs.
- Proficiency in Microsoft Excel including formulas, pivot tables, and data formatting
- Experience with accounting or financial management software such as QuickBooks or similar platforms
- Associate or bachelor's degree in accounting, finance, business administration, or a related field
- Two or more years of administrative or financial support experience in an office setting
- Strong attention to detail in processing invoices, expense reports, and financial records
- Familiarity with accounts payable, accounts receivable, or basic bookkeeping procedures
Tips for Your Financial Administrative Assistant Job Search
Tailor your resume to each listing
Financial administrative assistant postings vary in emphasis. One listing may prioritize accounts payable and invoice processing while another centers on budget reporting. Mirror the exact terminology from each posting in your resume so your relevant experience is immediately visible to the hiring manager.
Lead with your software proficiency
Employers expect fluency in spreadsheet tools, accounting software, and document management systems. List every relevant platform you have used at the top of your skills section, not buried in job descriptions, so recruiters confirm your technical fit before reading anything else.
Apply early to roles that fit
Migrate Mate lists financial administrative assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by functional specialization
Filter your search by keywords like accounts receivable, payroll coordination, or financial reporting to surface openings that match your strongest skill set. Applying to roles aligned with your specialty increases your callback rate more than applying broadly to any administrative opening.
Prepare for scenario-based interview questions
Interviewers for financial administrative roles frequently ask how you handle invoice discrepancies, tight reporting deadlines, or confidential financial data. Prepare two or three specific examples from your work history that demonstrate accuracy under pressure and your process for catching and correcting errors.
Negotiate by citing scope, not title alone
When discussing compensation, reference the volume of transactions you manage, the number of budget lines you support, or the reporting cycles you own. Framing your value in operational terms gives you a concrete basis for negotiating beyond a generic title comparison.
Financial Administrative Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most financial administrative assistants?
The companies hiring the most financial administrative assistants right now include State of Missouri, SmartPro Financial, and Paul Mitchell Schools, with the largest share of openings in California, Texas, and Virginia, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest in organizations with high transaction volume, such as healthcare networks, property management firms, and financial services companies.
How many financial administrative assistant jobs are remote?
About 27% of financial administrative assistant openings are fully remote or hybrid as of November 2026, with remote availability concentrated in roles focused on data entry, invoice processing, and financial reporting rather than front-desk or on-site office coordination. Roles requiring in-person document handling or cash management are far less likely to be listed as remote.
How do you become a financial administrative assistant?
Start by earning an associate or bachelor's degree in business, accounting, or a related field, then build hands-on experience with accounting software and spreadsheet tools through coursework, internships, or entry-level office work. Certifications in bookkeeping or office administration strengthen your candidacy. Apply to junior administrative or accounts payable roles to build a track of relevant, verifiable experience before moving into dedicated financial administrative positions.
Can you get hired as a financial administrative assistant with little experience?
Yes, employers often hire candidates with limited direct experience if they demonstrate strong numerical accuracy, familiarity with office software, and reliability. Internships, volunteer bookkeeping for nonprofits, or coursework projects that involved budget tracking or financial data entry all count as relevant experience. Applying to roles at smaller companies or staffing firms is a practical way to get your first full-time financial administrative position.
What does the financial administrative assistant interview process look like?
Most interviews begin with a phone or video screen focused on your software proficiency and administrative background, followed by an in-person or virtual interview with the hiring manager and sometimes a finance team lead. Expect practical questions about how you handle invoice discrepancies or deadline-driven reporting. Some employers include a short skills assessment covering data entry accuracy or spreadsheet tasks before making a final decision.
Where can I find and apply to financial administrative assistant jobs?
You can find and apply to financial administrative assistant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your background and apply directly to each listing that fits your experience, location preference, and areas of specialization such as accounts payable, budget support, or financial reporting.
See All 45 Financial Administrative Assistant Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs