A financial assistant supports finance teams, financial advisors, or business owners with administrative, data entry, and coordination tasks that keep financial operations organized.
A great Financial Assistant does not just complete tasks. They own a function that directly frees you to grow. Here is what that looks like in a scaling business:
01Manage financial records, spreadsheets, and document organization
02Process expense reports and reimbursements
03Assist with invoice preparation and accounts tracking
04Support financial reporting by gathering and organizing data
05Coordinate with accountants, bookkeepers, and financial advisors
How this hire moves your business forward: Finance generates an enormous volume of administrative work. A financial assistant absorbs this work so your senior finance team can focus on analysis and decision-making.
Why LatAm
Why LatAm Produces Great Financial Assistants.
LatAm financial assistants are experienced with US financial administration practices, accounting software, and financial document management. Strong accuracy and a numerically oriented work style are standard.
The timezone overlap with the US is strong. LatAm professionals work within 1 to 3 hours of US Eastern time, so there is no async lag, no late-night handoffs, and no communication gap.
Skills & tools
Know What a Great Financial Assistant Actually Brings to the Table.
Beyond the resume, here are the skills, tools, and traits that separate strong performers from strong interviewers.
Hard Skills
Financial record management
Expense processing
Invoice coordination
Data gathering for financial reports
Accounting software proficiency
Common Tools
QuickBooks / Xero / SAP / Oracle
Excel / Google Sheets
Bill.com
Expensify / Concur
Google Workspace
Soft Skills & Traits
Numerically precise
Organized
Reliable follow-through
Discreet with financial information
Detail-oriented
Compensation
What You Can Expect to Pay.
Based on Sur market data and regional benchmarks. Figures reflect total cash compensation.
Seniority
US Annual
LatAm Annual
You Save
Entry
$42,000
$16,800
$25,200 / yr
Mid level
$56,000
$22,800
$33,200 / yr
Senior
$72,000
$30,000
$42,000 / yr
Spot the right hire
What to Look For, and What to Watch Out For.
Green Flags
Accurate and meticulous with financial records - very low error rate
Proactive about flagging discrepancies in financial data
Organized documentation that accountants and auditors can navigate easily
Reliable on recurring financial administration deadlines
Red Flags
Frequent data entry errors in financial records
Does not flag discrepancies - just records what is given
No experience with accounting or financial management software
Our process
Our Process for This Role.
We do not post and wait. Every Financial Assistant search we run is built from scratch around your business, your stage, your team, and your goals. And at every step, we are thinking about how this hire helps you grow.
1
Onboarding Call
We start by understanding what you actually need.
2
Role Scoping and Assessment Design
We build a precise role profile and design the custom skills assessment before we search for anyone.
3
Sourcing
We source actively across LatAm and the Caribbean and through our network.
4
Prescreening and Phone Screen
Every candidate is internally screened then put through an English phone screen.
5
Your Shortlist
3 to 5 candidates delivered early in the process with background, audio clip, and our team's recommendation.
6
Skills Assessment
Shortlisted candidates take a custom assessment built to replicate the actual work of the role.
7
Hire and Guarantee
We support the offer, help structure compensation for retention, and back every placement with a 90-day guarantee.
Common Questions About Hiring a Financial Assistant.
2-3 weeks typically. Most placements are made within 21 days of the onboarding call.
Most LatAm professionals work within 1 to 3 hours of US Eastern time.
All Sur placements speak fluent English. We screen for language ability on every search. Moderate English acceptable depending on exposure.
A LatAm financial assistant delivers reliable financial administration support at significantly lower cost. Accuracy with financial data is a core hiring criterion that Sur screens for.
If your hire does not work out within the first 90 days for any reason, we replace them at no additional cost.
Many can. If you need both, Sur can design the scope to include basic bookkeeping tasks alongside administrative support.
QuickBooks is the most common. Xero is popular with smaller businesses. Specify your platform during the search.
Ready to Hire a Financial Assistant Who Actually Moves the Needle?
Let us design the role together and find you the right person from LatAm.