Mid Level Financial Services Assistant Jobs

Mid level financial services assistant jobs go to professionals ready to own client workflows, coordinate across departments, and resolve compliance and account issues with minimal supervision. Openings run across Insurance, Technology & Software, and Healthcare & Medical Services, with a mix of on-site, remote, and hybrid settings, and employers like State Farm, Databricks, and Alvarez & Marsal hiring at this level now.

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Overview

Open roles36
Top stateNew York
Top employerState Farm
Top cityNew York, NY
Work type50% Hybrid
Top industryInsurance

Showing 5 of 36+ Mid Level Financial Services Assistant jobs

Senior Property Services Financial Analyst
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New 2h ago
Senior Property Services Financial Analyst
Xcel Energy
Amarillo, Texas
Finance
Accounting
Procurement & Supply Chain
Project & Program Management
Procurement & Purchasing
$74k - $110k/yr
Hybrid
Bachelor's

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Manager, Financial Services Tax (SALT)
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Added 3d ago
Manager, Financial Services Tax (SALT)
Alvarez & Marsal
New York, New York
Accounting
Bookkeeping & AP/AR
Compliance & Legal
Finance
$145k - $185k/yr
Bachelor's degree
10,000+

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Manager, Financial Services Tax (Insurance)
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Added 1w ago
Manager, Financial Services Tax (Insurance)
Alvarez & Marsal
New York, New York
Business Operations
Business Strategy
Consulting & Professional Services
$145k - $185k/yr
Master's degree in accounting
10,000+

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Independent Marketing Recruiting Consultant II - Financial Services
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Added 1w ago
Independent Marketing Recruiting Consultant II - Financial Services
Alliant Insurance Services
Omaha, Nebraska
Compliance & Risk
Consulting & Professional Services
Environmental Science
High school diploma or GED
1,001-5,000

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Access Services Financial Counselor
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Added 1w ago
Access Services Financial Counselor
Baylor Scott & White Health
Lakeway, Texas
Customer Service & Support
Healthcare Administration
Finance
Accounting
On-Site
High School
10,000+

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Mid Level Financial Services Assistant Job Market

Who's Hiring

State Farm9 open roles
Databricks3 open roles
Alvarez & Marsal2 open roles

Top Industries Hiring

  • Insurance10
  • Technology & Software6
  • Healthcare & Medical Services6
  • Accounting & Auditing4
  • Consulting & Professional Services3

Mid Level Financial Services Assistant Jobs: Frequently Asked Questions

How do I get a mid level financial services assistant job?

Position yourself around ownership, not just task completion. Highlight work where you managed a process end to end, resolved a client issue independently, or improved an operational workflow. Mid level roles expect candidates who can read a situation and act without being directed, so your application and interviews should center on specific outcomes you drove, not responsibilities you held.

Which companies hire mid level financial services assistants?

Companies hiring mid level financial services assistants right now include State Farm, Databricks, and Alvarez & Marsal, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a wide range of employers, including regional banks, national brokerage firms, insurance carriers, and wealth management practices that need experienced support staff who can operate independently.

Are there remote mid level financial services assistant jobs?

Yes, though availability varies by function and employer. About 60% of mid level financial services assistant openings are remote or hybrid as of November 2026, with fully remote roles more common in operations and client servicing and in-office requirements more typical for roles that involve vault access, in-person client interaction, or regulated document handling.

How do I move up to a mid level financial services assistant role?

Moving from entry level into mid level means building a record of independent execution. That includes taking on progressively complex accounts or transactions, deepening your knowledge of relevant regulations and compliance procedures, and showing measurable impact, such as processing accuracy rates or client retention contributions. Employers also look for candidates who have mentored newer staff or led a process improvement, however small.

Which industries hire the most mid level financial services assistants?

Mid Level financial services assistant roles concentrate in Insurance, Technology & Software, and Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at this level because they require experienced support staff who can handle regulated workflows, maintain compliance standards, and manage client-facing responsibilities without close supervision.