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Become A Finance Assistant

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Working As A Finance Assistant

  • Interacting With Computers
  • Getting Information
  • Performing Administrative Activities
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • Repetitive

  • $42,000

    Average Salary

What Does A Finance Assistant Do

Secretaries and administrative assistants perform routine clerical and administrative duties. They organize files, prepare documents, schedule appointments, and support other staff.

Duties

Secretaries and administrative assistants typically do the following:

  • Answer telephones and take messages or transfer calls
  • Schedule appointments and update event calendars
  • Arrange staff meetings
  • Handle incoming and outgoing mail and faxes
  • Prepare memos, invoices, or other reports
  • Edit documents
  • Maintain databases and filing systems, whether electronic or paper
  • Perform basic bookkeeping

Secretaries and administrative assistants perform a variety of clerical and administrative duties that are necessary to run an organization efficiently. They use computer software to create spreadsheets; manage databases; and prepare presentations, reports, and documents. They also may negotiate with vendors, buy supplies, and manage stockrooms or corporate libraries. Secretaries and administrative assistants also use videoconferencing, fax, and other office equipment. Specific job duties vary by experience, job title, and specialty.

Executive secretaries and executive administrative assistants provide high-level administrative support for an office and for top executives of an organization. They often handle more complex responsibilities, such as reviewing incoming documents, conducting research, and preparing reports. Some also supervise clerical staff.

Legal secretaries perform work requiring knowledge of legal terminology and procedures. They prepare legal documents, such as summonses, complaints, motions, and subpoenas under the supervision of an attorney or a paralegal. They also review legal journals and help with legal research—for example, by verifying quotes and citations in legal briefs.

Medical secretaries transcribe dictation and prepare reports or articles for physicians or medical scientists. They also take simple medical histories of patients, arrange for patients to be hospitalized, or process insurance payments. Medical secretaries need to be familiar with medical terminology and codes, medical records, and hospital or laboratory procedures.

Secretaries and administrative assistants, except legal, medical, and executive is the largest subcategory of secretaries and administrative assistants. They handle an office’s administrative activities in almost every sector of the economy, including schools, government, and private corporations. For example, secretaries in schools are often responsible for handling most of the communications among parents, students, the community, teachers, and school administrators. They schedule appointments, receive visitors, and keep track of students’ records.

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How To Become A Finance Assistant

High school graduates who have experience using computer software applications, such as word processing and spreadsheets, usually qualify for entry-level positions. Although most secretaries learn their job in several weeks, many legal and medical secretaries require additional training to learn industry-specific terminology. Executive secretaries usually need several years of related work experience.

Education

High school graduates can take courses in word processing and office procedures at technical schools or community colleges. Some temporary placement agencies also provide training in word processing, spreadsheet, and database software.

Some medical and legal secretaries learn industry-specific terminology and practices by attending courses offered at community colleges or technical schools. For executive secretary positions, employers increasingly prefer to hire those who have taken some college courses or have a bachelor’s degree.

Training

Secretaries and administrative assistants typically learn their skills through short-term on-the-job training, usually lasting a few weeks. During this time they learn about administrative procedures, including how to prepare documents. Medical and legal secretaries’ training may last several months as they learn industry-specific terminology and practices.

Work Experience in a Related Occupation

Executive secretaries can gain experience by working in administrative positions that have less challenging responsibilities. Many secretaries and administrative assistants advance to higher level administrative positions.

Licenses, Certifications, and Registrations

Although not required, certification can demonstrate competency to employers.

The International Association of Administrative Professionals offers the Certified Administrative Professional (CAP) certification. Candidates must have a minimum of 2 to 4 years of administrative work experience, depending on their level of education, and pass an examination.

Legal secretaries have several certification options. For example, those with 1 year of general office experience, or who have completed an approved training course, can acquire the Accredited Legal Professional (ALP) certification through a testing process administered by NALS (previously known as National Association of Legal Secretaries). NALS also offers the Professional Legal Secretary (PLS) certification, considered to be an advanced certification for legal support professionals.

The Certified Legal Secretary Specialist (CLSS) certification is conferred by Legal Secretaries International in areas such as intellectual property, criminal law, civil litigation, probate, and business law. Candidates typically need to have 5 years of legal experience and pass an examination to become certified.

Advancement

Secretaries and administrative assistants generally advance to other administrative positions with more responsibilities, such as office supervisor, office manager, or executive secretary.

With additional training, many legal secretaries become paralegals or legal assistants.

Important Qualities

Integrity. Many secretaries and administrative assistants are trusted to handle sensitive information. For example, medical secretaries collect patient data that is required, by law, to be kept confidential in order to protect patient privacy.

Interpersonal skills. Secretaries and administrative assistants interact with clients, customers, or staff. They should communicate effectively and be courteous when interacting with others to create a positive work environment and client experience.

Organizational skills. Secretaries and administrative assistants keep files, folders, and schedules in proper order so an office can run efficiently.

Writing skills. Secretaries and administrative assistants write memos and emails when communicating with managers, employees, and customers. Therefore, they must have good grammar, ensure accuracy, and maintain a professional tone.

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Finance Assistant Jobs

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Finance Assistant Career Paths

Finance Assistant
Accounts Payable Clerk Staff Accountant Accountant
Controller
9 Yearsyrs
Accounts Payable Clerk Accountant Senior Accountant
Accounting Manager
7 Yearsyrs
Accounts Payable Clerk Accountant
Office Manager
5 Yearsyrs
Staff Accountant Finance Analyst Senior Finance Analyst
Finance Manager
7 Yearsyrs
Staff Accountant Charge Bookkeeper Office Manager
Practice Manager
9 Yearsyrs
Finance Analyst Finance Manager Sales Manager
Branch Manager
6 Yearsyrs
Finance Analyst Consultant Owner
Co-Owner
6 Yearsyrs
Executive Assistant Office Manager Account Manager
Senior Account Manager
7 Yearsyrs
Executive Assistant Office Manager
Business Manager
6 Yearsyrs
Executive Assistant Account Executive Assistant Manager
Assistant General Manager
5 Yearsyrs
Assistant Consultant Assistant Manager
Center Manager
6 Yearsyrs
Assistant Consultant Manager
Assistant Vice President
7 Yearsyrs
Assistant Specialist Account Executive
Relationship Manager
6 Yearsyrs
Human Resources Assistant Payroll Administrator Senior Accountant
Accounts Payable Manager
7 Yearsyrs
Human Resources Assistant Human Resources Coordinator Administrator
Business Office Manager
7 Yearsyrs
Human Resources Assistant Legal Assistant Administrator
Administrative Manager
6 Yearsyrs
Accounts Receivable Specialist Team Leader Director
Administrative Director
8 Yearsyrs
Accounts Receivable Specialist Accounts Receivable Supervisor
Accounts Receivable Manager
6 Yearsyrs
Accounts Receivable Specialist Senior Accountant
Accountant And Office Manager
6 Yearsyrs
Teacher Coordinator Human Resources Generalist
Office Manager Of Human Resources
6 Yearsyrs
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Help others decide if this is a good career for them

Average Length of Employment
Bookkeeper 4.0 years
Finance Secretary 3.8 years
Accountable Clerk 3.7 years
Finance Officer 3.5 years
Finance Specialist 3.0 years
Finance Clerk 2.7 years
Finance Associate 2.4 years
Finance Assistant 2.0 years
Finance Internship 0.5 years
Top Careers Before Finance Assistant
Cashier 7.9%
Internship 7.6%
Bookkeeper 3.3%
Accountant 3.1%
Teller 3.1%
Volunteer 2.9%
Assistant 2.7%
Secretary 2.7%
Top Careers After Finance Assistant
Cashier 6.2%
Internship 5.8%
Accountant 5.6%
Bookkeeper 3.5%
Volunteer 3.3%
Assistant 2.9%
Manager 2.5%

Do you work as a Finance Assistant?

Finance Assistant Demographics

Gender

Female

65.2%

Male

22.5%

Unknown

12.3%
Ethnicity

White

56.9%

Hispanic or Latino

16.7%

Black or African American

11.4%

Asian

11.0%

Unknown

4.0%
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Foreign Languages Spoken

Spanish

43.3%

French

9.4%

Mandarin

9.2%

Chinese

8.9%

Portuguese

4.4%

Italian

3.5%

Arabic

3.0%

Cantonese

2.8%

Russian

2.6%

German

2.4%

Japanese

2.0%

Korean

1.7%

Hindi

1.5%

Vietnamese

1.4%

Polish

1.3%

Hebrew

0.6%

Urdu

0.6%

Turkish

0.5%

Tagalog

0.5%

Swedish

0.4%
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Finance Assistant Education

Schools

University of Phoenix

22.5%

University of Houston

7.2%

Strayer University

7.0%

Northeastern University

5.1%

Liberty University

4.4%

New York University

4.2%

Kaplan University

4.1%

George Washington University

3.8%

Arizona State University

3.8%

Florida State University

3.8%

University of Maryland - University College

3.8%

Georgia State University

3.8%

American InterContinental University

3.7%

University of Central Florida

3.6%

Florida International University

3.4%

Pennsylvania State University

3.4%

George Mason University

3.2%

University of South Florida

3.1%

Southern New Hampshire University

3.1%

Michigan State University

3.1%
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Majors

Business

30.3%

Accounting

19.8%

Finance

11.4%

Psychology

4.3%

Health Care Administration

3.2%

Management

3.1%

Economics

2.9%

Political Science

2.7%

Criminal Justice

2.6%

Marketing

2.5%

Communication

2.4%

Human Resources Management

1.9%

Nursing

1.8%

Education

1.8%

English

1.8%

Liberal Arts

1.7%

Medical Assisting Services

1.7%

General Studies

1.6%

Sociology

1.3%

Social Work

1.2%
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Degrees

Bachelors

44.5%

Other

18.7%

Masters

18.1%

Associate

11.9%

Certificate

3.8%

Diploma

1.7%

Doctorate

0.9%

License

0.3%
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Job type you want
Full Time
Part Time
Internship
Temporary
Average Yearly Salary
$42,000
View Detailed Salary Report
$27,000
Min 10%
$42,000
Median 50%
$42,000
Median 50%
$42,000
Median 50%
$42,000
Median 50%
$42,000
Median 50%
$42,000
Median 50%
$42,000
Median 50%
$64,000
Max 90%
Best Paying Company
Constellation Brands
Highest Paying City
Washington, DC
Highest Paying State
Oregon
Avg Experience Level
2.2 years
How much does a Finance Assistant make at top companies?
The national average salary for a Finance Assistant in the United States is $42,323 per year or $20 per hour. Those in the bottom 10 percent make under $27,000 a year, and the top 10 percent make over $64,000.

Real Finance Assistant Salaries

Job Title Company Location Start Date Salary
Associate Financial Assistant Ally Financial Inc. New York, NY Sep 14, 2010 $154,211
Senior Financial Assistant Carrasco International Corporation Miami, FL Mar 17, 2010 $65,000
Financial Controller Assistant Good Chance Textile, Inc. Miami, FL Feb 06, 2009 $64,134 -
$64,958
Finance Assistant Sonangol Marine Services Inc. Houston, TX Oct 01, 2015 $64,002 -
$89,532
Financial Assistant Hope International Ministries Inc. Tampa, FL Oct 01, 2013 $62,504
Finance Assistant Nc Transaction, Inc. New York, NY Apr 25, 2013 $58,000
Finance Assistant Sonangol Marine Services Inc. Houston, TX Oct 01, 2012 $57,699 -
$59,124
Financial Assistant Tire Masters International, LLC Miami, FL Oct 25, 2007 $56,349
Financial Controller Assistant Lass Technology, Corp. Sunrise, FL Sep 03, 2008 $55,806 -
$56,349
Finance Assistant Sonangol USA Company Houston, TX Sep 09, 2013 $50,877 -
$70,963
Financial Assistant United Gulf Management, Inc. Boston, MA Jan 10, 2013 $50,300
Financial Assistant United Gulf Management, Inc. Boston, MA Oct 01, 2013 $50,300
Financial Assistant Virtual Educational Services LLC Weston, FL Jul 01, 2011 $48,000
Finance Assistant FMC Technologies, Inc. Fullerton, CA Sep 18, 2013 $47,902 -
$52,161
Financial Assistant United Gulf Management, Inc. Boston, MA Oct 01, 2010 $47,800 -
$58,000
Finance Assistant Sonangol Marine Services Inc. Houston, TX Aug 22, 2015 $47,403 -
$72,600
Financial Assistant A&J Wealth Strategies LLC New York, NY Aug 27, 2014 $46,000
Financial Assistant NES Global, LLC Houston, TX Sep 01, 2014 $41,000
Finance Assistant Bradley, Foster & Sargent, Inc. Hartford, CT Oct 01, 2011 $40,133
Finance Assistant Shambhala Mountain Center Red Feather Lakes, CO Jan 15, 2010 $40,008
Financial Assistant Intermex Wire Transfer LLC Miami, FL Nov 24, 2008 $37,295
Financial Assistant Hope International Ministries Inc. Tampa, FL Oct 01, 2012 $36,712
Finance Assistant Genki Sushi USA, Inc. Urban Honolulu, HI Sep 20, 2011 $36,502
Financial Assistant Genki Sushi USA, Inc. Urban Honolulu, HI Sep 20, 2011 $36,502
Finance Assistant Grameen America, Inc. New York, NY Aug 01, 2009 $36,000
Accounting & Finance Assistant PBR, Inc. Athens, GA Sep 01, 2015 $35,000

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Top Skills for A Finance Assistant

  1. Payroll
  2. Financial Statements
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Provided bi-weekly payroll functions; reconciled and reimbursed petty cash for Administrative office.
  • Analyzed financial statements and maintained information on private equity investment partners.
  • Scheduled appointments and acted as a customer service representative for families inquiring upon various information pertaining to the financial aid process.
  • Maintained databases within specified guidelines, therein performing data entry.
  • Advised students and parents on financial aid and conducted needs analysis related to loan eligibility.

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Top 10 Best States for Finance Assistants

  1. Massachusetts
  2. Rhode Island
  3. Connecticut
  4. District of Columbia
  5. Alaska
  6. Minnesota
  7. California
  8. New York
  9. Nevada
  10. Washington
  • (1,721 jobs)
  • (167 jobs)
  • (595 jobs)
  • (394 jobs)
  • (134 jobs)
  • (1,031 jobs)
  • (6,097 jobs)
  • (2,737 jobs)
  • (291 jobs)
  • (1,031 jobs)

Top Finance Assistant Employers

Jobs From Top Finance Assistant Employers

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