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Remote Financial Assistant jobs

5 open positions in the United States, newest first.

Financial assistants handle the routine clerical and transaction work of a finance or accounting office. They process invoices and payments, enter and check figures, keep financial files in order and prepare basic reports for accountants or managers. The title is also used in wealth management practices for staff who support advisors with client paperwork and account servicing.

About the Financial Assistant role

What the work looks like

  • Enter vendor invoices, match them to purchase orders and prepare payment runs for approval.
  • Issue customer invoices, record incoming payments and follow up on overdue balances.
  • Reconcile bank and credit card statements against the ledger and flag discrepancies.
  • Process employee expense reports and check the attached receipts against company policy.
  • Maintain financial records and pull supporting documents for month-end close and audits.

What employers ask for

  • Accounts payable and receivable processing
  • QuickBooks, NetSuite or similar accounting software
  • Excel, including lookups and pivot tables
  • Basic bookkeeping principles
  • Accurate data entry
  • Associate degree or accounting coursework, often preferred

Doing this job remotely

Cloud accounting systems and electronic invoicing let this work be done from home, and employers do hire remotely for it. Offices that still receive paper mail, checks or cash need someone on site for those tasks. Access to bank and payroll data comes with controls: secured devices, approval workflows and usually fixed business hours matching the finance team.

Where it comes from and where it leads

This is an entry-level finance role, reached from administrative work, bookkeeping courses or an accounting associate degree. It leads to accounts payable or receivable specialist, bookkeeper, staff accountant with further education, or client service associate in advisory firms.