Top 186 Financial planning assistant Jobs in Cleveland, Oh

Finance Assistant
Euclid Public Library —Euclid, OH
- $25.66 - $39.31 an hour
- Full-time
- Microsoft Excel
- Customer service
- Computer literacy
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Financial Advisor Administrative Assistant
Independence Financial Services —Independence, OH
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Paid training
- Paid holidays
Quick Apply
Estate Planning & Probate Paralegal
LHH US —Cleveland, OH
- $60,000 - $69,999 a year
- Mid-level
- Military encouraged
- Fair chance
Quick Apply
Assistant Property Manager
The NRP Group —Cleveland, OH
- From $22 an hour
- Full-time
- Mid-level
- Apartments
- 1 year
- Paid parental leave
- Paid holidays
Quick Apply
Probate Legal Assistant
Confidential —Strongsville, OH
- $20 - $30 an hour
- Full-time
- Customer service
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Controller
National Tooling & Machining Association —Cleveland, OH
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Experienced Store Manager in Training
Circle K —Cleveland, OH
- From $48,000 a year
- Weekends as needed
- Background check
- Management
- ServSafe
- Health insurance
- Dental insurance
Quick Apply
Restaurant Manager
Bob Evans Restaurants —Elyria, OH
- Up to $56,000 a year
- Weekends as needed
- Casual dining restaurant
- Inventory management
- Ability to walk for extended periods
- Health insurance
- 401(k) matching
Quick Apply
14d
Assistant Controller
Vaco by Highspring —Cleveland, OH
- $85,000 - $90,000 a year
- Hybrid work
- Oracle
- CPA
- Computer Science
- Health insurance
- Dental insurance
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Accounting Assistant/Accounts Payable Clerk
Dodd Camera Holdings Inc —Cleveland, OH
- Full-time
- Writing skills
- Research
- Mid-level
Quick Apply
Financial Planning Assistant
Hantz Group —Willoughby, OH
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Executive Assistant III - Controllership
KeyBank National Association —Brooklyn, OH
- $30.29 - $46.15 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
Executive Aide
Case Western Reserve University —Cleveland, OH
- $66,672 - $74,873 a year
- Full-time
- Microsoft Word
- Writing skills
- Office
- Health insurance
- Tuition reimbursement
Department Assistant 2
Case Western Reserve University —Cleveland, OH
- $19.32 an hour
- Full-time
- School experience
- Customer service
- Office
- Travel reimbursement
- Health insurance
Assistant Director of Donor Engagement & Alumni Relations
Case Western Reserve University —Cleveland, OH
- From $23.68 an hour
- Weekends as needed
- Customer service
- Writing skills
- Mid-level
- Health insurance
- Tuition reimbursement
5d
Hotel Assistant General Manager – Greater Cleveland Area
DelMonte Hotel Group —Beachwood, OH
- Full-time
- Sales
- Mid-level
- Hotel
- Opportunities for advancement
Quick Apply
District Manager
Charter Foods Inc —Cleveland, OH
- $60,000 - $70,000 a year
- Full-time
- Sales
- 5 years
- Fast casual restaurant
- Health savings account
- Paid holidays
Quick Apply
Assistant Director of Healthcare Careers
Case Western Reserve University —Cleveland, OH
- $49,257 - $62,311 a year
- Full-time
- Hybrid work
- Google Workspace
- Microsoft Excel
- Salesforce
- Health insurance
- Dental insurance
Assistant Engineer I (Entry-level)
Hazen and Sawyer —Independence, OH
- Civil engineering
- Doctoral degree
- Office
- Paid holidays
- Disability insurance
Quick Apply
Program Operations Manager
Case Western Reserve University —Cleveland, OH
- From $20.68 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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financial planning assistant jobs near cleveland, oh

Finance Assistant

Euclid Public Library -
Euclid, OH

Quick Apply

Job Details

Full-time
$25.66 - $39.31 an hour

Qualifications

Practicing in a sourcing or procurement role
Computer operation
Communication with suppliers
Customer communication
Microsoft Excel
Customer service
Basic math
Employee relationship building
Purchase order management
Administrative experience
High school diploma or GED
Typing
Productivity software
Quality data entry

Full Job Description

Finance Assistant
Full Time (40 hours per week)

We are seeking a person who is enthusiastic, resourceful, very detail oriented and displays a positive attitude to become part of our team. The successful applicant must have the ability to effectively communicate with vendors and staff. In addition, the applicant has to be able to organize and prioritize work, be able to multi-task duties, and have experience in customer service.

Qualifications: High school diploma, and minimum of (1) year or an equivalent combination of education, training and experience in bookkeeping and administrative assistant work. Applicant must be proficient with accounts payables, purchase orders, typing, data entry, and using Microsoft Office Excel and Word applications.

Work hours: 40 hours a week, Monday through Friday - 7:30 a.m. to 4:00 p.m. - Currently, no remote hours available

Work requires moderate physical effort including prolong sitting and standing, and some lifting.

Pay range: $25.66 to $39.31 per hour

The Library offers a comprehensive benefit package for this position.

Date of reposting: July 23, 2026 - open until filled

PLEASE DO NOT CONTACT THE LIBRARY REGARDING THE STATUS OF YOUR APPLICATION

Position Title: Finance Assistant

Department: Administration

Grade: 19

Reports To: Fiscal Officer

FLSA Status: Non-Exempt

Positions Supervised: None

Last revision: March 21, 2023

POSITION SUMMARY

Euclid Public Library is committed to our mission of Excellence, Professionalism and Learning so, that we can live our vision of being the gem of the community. While always supporting our values of literacy, creativity, innovation, customer service, respect, collaboration and fiscal responsibility. The Finance Assistant is responsible for accomplishing this mission by preparing and processing checks for vendors and assisting with other department duties.

POSITION DUTIES

FINANCE ASSISTANT

* Assists Fiscal Officer with balancing monthly reports and year-end activity

Assists with bank reconciliations and payroll data, as needed
Attends meeting and serves on internal committees, as requested
Balances account journals monthly and notifies Fiscal Officer of any discrepancies
Verifies Circulation Department register activity and prepares daily bank deposit(s) in the absence

of the Deputy Fiscal Officer

Maintains and increases knowledge and skills through attendance at meetings, conferences, training

seminars and in-service training sessions

Participates in strategic planning process
Posts expenses to appropriate account journals
Posts journal data to general ledger and submits to Fiscal Officer
Prepares and maintains miscellaneous records and reports
Processes and maintains independent contractor information such as W9 & OPERS forms
Prepares correspondence, as needed
Verifies requisitions for accuracy
Prepares and manages purchase orders
Prepares and ensures accuracy of checks written to vendors
Prepares and ensures accuracy of electronic payments
Ensures Library credit card is used according to Library policy and procedures
Updates status of accounts daily
Provides weekly purchase order, financial, and program speaker updates to managers & supervisors
Performs additional duties and assignments, as needed or requested

ADMINISTRATIVE & HUMAN RESOURCES ASSISTANT

* Manage employee personnel files from creation to microfilming

Assist with annual cash reconciliation and biennial audit preparation
Assists Fiscal Officer and Director in the records retention process
Maintains electronic employee human resources and benefit databases
Assists with the preparation of Board packets in the absence of the Executive Assistant

QUALIFICATIONS

Education, Training and/or Experience

High school diploma
Minimum of one (1) year of bookkeeping experience or an equivalent combination of education,

training and experience.

Knowledge, Skills, Abilities and Personal Characteristics

Ability to maintain confidentiality and use appropriate judgment in handling information and

records

Ability to manage multiple tasks and assignments, meet deadlines, and anticipate needs of the Fiscal

Officer

Ability to work independently with general direction
Ability to write business correspondence using correct spelling, grammar and punctuation
Accurately copy and record figures
Ability to tactfully and effectively communicate and work with customers and staff in a personable

and professional manner

Ability to interact with persons of various social, cultural, economic and educational backgrounds for

the purpose of providing professional, courteous, and prompt service.
* Proficient with online resources; including e-mail and online operating systems*

Experience with strategic planning process
Knowledge of the American Library Association Bill of Rights

* Knowledge of Core Competencies required for position*
* Knowledge of Health and Safety requirements*

Add, subtract, multiply and divide whole numbers; calculate fractions and percentages

* Department policies and procedures*

Develop and maintain effective working relationships with the Fiscal Officer, Deputy Fiscal Officer and

other co-workers

Maintain accurate and complete accounts
Operate office machines (e.g. calculator, photocopier, fax, postage meter, shredder)
Prepare accurate and concise reports
Prepare final copy from draft or dictation
Proficient with Microsoft Office applications

* Understanding of patron confidentiality requirements and ethics responsibilities under Ohio law*

May be acquired after hire

PHYSICAL DEMANDS

Nature of work requires the ability to sit and use a computer for extended periods and operate standard office equipment. Requires ability to communicate and exchange information, collect, compile and prepare work documents, set up and maintain work files.

WORKING CONDITIONS

Work performed in a general library/office environment. Occasional day and overnight travel by air or automobile will be required for meetings and conferences. Position requires periodic participation and attendance at events and meetings. This position description is not intended to be a complete list of all responsibilities, skills or working conditions associated with this position and is subject to review and change at any time in accordance with the needs of Euclid Public Library. Since no position description can detail all the duties and responsibilities that may be required from time to time in the performance of a position, duties and responsibilities that may be inherent, reasonably required for its performance, or required due to the changing nature of the position shall also be considered part of the position holder’s responsibility.

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Refine Your Search

financial planning assistant jobs in cleveland, oh

Finance Assistant

Financial Advisor Administrative Assistant

Estate Planning & Probate Paralegal

Assistant Property Manager

Probate Legal Assistant

Controller

Experienced Store Manager in Training

Restaurant Manager

Assistant Controller

Accounting Assistant/Accounts Payable Clerk

Financial Planning Assistant

Executive Assistant III - Controllership

Executive Aide

Department Assistant 2

Assistant Director of Donor Engagement & Alumni Relations

Hotel Assistant General Manager – Greater Cleveland Area

District Manager

Assistant Director of Healthcare Careers

Assistant Engineer I (Entry-level)

Program Operations Manager

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