What does an Assistant Finance Associate do?
Finance associates are responsible for a broad range of basic financial functions, including managing accounting duties and providing financial expertise. They offer guidance and advice on long-term financial decisions and strategic plans, using metrics and data analytics to support their positions. They are often enlisted to participate in discussions and decision-making related to budgets, investments, and other financial matters. By staying well-informed of historical trends and current economic activities, they can formulate educated predictions to guide future planning. They may also perform basic accounting and budgeting tasks.
Finance associates typically have at least a bachelor’s degree in finance, accounting, or a business field. Proficiency in common office and accounting programs like Excel and QuickBooks is usually required. They must be highly organized, detail oriented, and able to manage multiple complex projects simultaneously.
Assistant Finance Associate Salaries
Average Base Pay
Assistant Finance Associate Career Path
Learn how to become an Assistant Finance Associate, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.
Assistant Finance Associate Insights
“One of the coolest CEO's I've met and It's amazing to work with him.”
“From day one I received great training and truly felt like I had control over my income.”
“The learning and continuing education program is well crafted and designed to develop reps at all stages of their career.”
“Great place to start a career as a Financial Representative helping people with their affairs.”
“52 work from home days is great for work life balance regularly but not during a pandemic.”
“Some good people who are dedicated to still achieving results despite the cons of working here.”
“My onboarding experience was great especially considering the fact I had to meet mostly everyone remotely.”
“Its a great way to start your career or be a stepping stone to something more.”
Assistant Finance Associate Interviews
Assistant Finance Associate Jobs
Frequently asked questions about the roles and responsibilities of an assistant finance associate
When working as an assistant finance associate, the most common skills you will need to perform your job and for career success are Excellent Organizational, Attention To Detail, Professional Writing, Microsoft Office Suite, and Outstanding Communication.
- Financial Analyst
- Financial Consultant
- Finance Manager
The most common qualifications to become an assistant finance associate include a minimum of a GED / High School Degree and an average of 0 - 1 years of experience not including years spent in education and/or training.