Top 374 Finance secretary Jobs

Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor Office Assistant
Waddell & Reed —Great Bend, KS
- From $14 an hour
- Part-time
- Office
- Administrative experience
- High school diploma or GED
- Retirement plan
Quick Apply
Financial Administrative Associate Trainee
The Retirement Optimization Group —Rochester, NY
- $40,000 - $52,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- 401(k)
- Paid time off
Quick Apply
Finance and Administrative Assistant
United Way of Marathon County —Wausau, WI
- $19 - $21 an hour
- Part-time
- Background check
- Word processing
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
5d
Part-Time Finance & Administrative Assistant
United Way Of Greater Plymouth County Inc —Brockton, MA
- $24.50 - $26.50 an hour
- Part-time
- Writing skills
- Research
- Mid-level
- Flexible schedule
Quick Apply
4d
Executive Assistant – Financial Services Firm
Citistaffing —New York, NY
- $100,000 - $140,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
10d
Finance Assistant/Executive Assistant
Burnett Specialists —Austin, TX
- $65,000 - $70,000 a year
- Email
- Microsoft Outlook
- Mid-level
- Office
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10d
Financial Administrative Assistant
Purpose & Wealth —Henrico, VA
- $50,000 - $80,000 a year
- Full-time
- Word processing
- Basic math
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Executive Assistant to Leadership (Strategic & Financial Focus)
E-Town Marketing and Distributing —Elizabethtown, KY
- Full-time
- Background check
- Writing skills
- Research
- Relocation assistance
- Health insurance
Quick Apply
Financial Assistance Administrative Coordinator
Pepperdine University —Malibu, CA
- $22.50 - $25.00 an hour
- Online Application
- Microsoft Word
- Inventory management
- Writing skills
Assistant to the Executive Director of Financial Aid and Scholarships
Metropolitan State University of Denver —Denver, CO
- $47,300 - $54,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
3d
Executive Assistant - Financial Advisory Firm
Stichler Wealth Management —Omaha, NE
- $45,000 - $55,000 a year
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant (Client Service Associate ) -Financial Services
METRO Financial Strategies —Bedford, NH
- $55,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant-HR and Finance
NATIONAL CENTER ON INSTITUTIONS AND —Baltimore, MD
- $22 - $25 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- 403(b) matching
- Health savings account
9d
Business and Financial Action Officer: R&D Programs
Intertwine Associates —Remote
- $90,000 - $220,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Bachelor's degree
Quick Apply
Finance Secretary
Ferguson Superstore —Broken Arrow, OK
- $3,000 a month
- Full-time
- Dealership
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Executive Administrative Assistant, Finance & Administration
National Center for State Courts —Remote
- $68,640 - $85,800 a year
- Full-time
- Microsoft Outlook
- 5 years
- Research
- Paid training
- Paid holidays
8d
Executive Assistant, Finance
Ramp —New York, NY
- $130,000 - $170,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Travel reimbursement
- AD&D insurance
Finance Secretary
Toyota of Rockwall —Rockwall, TX
- Full-time
- Dealership
- Computer literacy
- Pass drug screening
- Dental insurance
- 401(k)
Quick Apply
5d
EXECUTIVE ASSISTANT TO VP OF FINANCE (REMOTE – INDIA OR PHILIPPINES)
HELS —Hicksville, NY
- $60,000 - $80,000 a year
- Remote
- Google Workspace
- Microsoft Outlook
- ERP systems

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Financial Planning Administrative Support

Pure Financial Advisors, LLC
San Diego, CA

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Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Referral program

Qualifications

Microsoft Word
Spreadsheets
Word embeddings
Scanning
Bachelor's degree
Financial services
Business

Full Job Description

This is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed.

This position requires that data is entered accurately, material is prepared correctly, and administrative workflows run smoothly. This requires strong attention to detail, comfort with repetitive tasks, and the ability to support both new business and existing client processes.

Responsibilities:

The primary responsibility is preparing new-business assessments and review-meeting packets for advisor meetings, ensuring all materials are compiled accurately and free of errors.

Additional responsibilities may include:

Support new business assessments (approximately 80–120 per week) and prepare investment overviews
Support existing business by creating review-meeting packets (approximately 350–500 per week)
Handle data entry, report preparation, and meeting materials
Scan, organize, and maintain client documents
Bridge administrative tasks with planner-facing support to keep workflows running smoothly
Support FPS team with new business preparation and tasks
Generating final plans for client presentation and implementation.

Qualifications:

Bachelor’s degree in business, finance, or similar field
Experience using Microsoft Excel and Word
Detailed Oriented
Ability to learn quickly, adapt, and multitask in a fast-paced environment

Preferred:

CFP® Designation is not required; however, obtaining this designation will be required (within 18 months) to move into another position within the Planning department.
1 year of industry-related experience (or Financial Services coursework).
Experience utilizing software applications such as eMoney and Salesforce CRM
Knowledge of financial planning concepts and strategies, including retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.

Additional Details:

Salary Range: $45,000-$50,000 (annualized)

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

Do you have a bachelor’s degree in Finance, Financial Services or a related field?
Do you currently hold the CFP ® designation or are in the process of obtaining?
What interests you about working for a Registered Investment Advisor (RIA), and why does that appeal to you more than other areas of financial services?

Work Location: In person

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EXECUTIVE ASSISTANT TO VP OF FINANCE (REMOTE – INDIA OR PHILIPPINES)

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