Financial Office Assistant

financial office assistant taking notes

Financial Office Assistant-Diploma Program

Excel Financial Office Assistant Training Course

Our Financial Office Assistant training course prepares you for careers relating to finance. This would prepare you for working within the accounting firms, the banking industry, with financial advisors, or within the financial department of a business. All businesses require having accurate and timely financial data at their finger tips in order to make quality decisions, ensure cash flow, and streamline their operations. Knowledge of basic financial reports, and understanding the importance of having consistent systems in place is part of the focus of this course. Basic bookkeeping and accounting stills are the foundation of a career as the financial office assistant, and the industries that utilize this skillset is very broad.

Are you a potential Financial Office Assistant?
A financial office assistant is an entry level position that requires both an aptitude for numbers and strong communication skills. As part of the team, your daily work supports those in senior positions by preparing financial spreadsheets, proposals,and reports, communicating with clients, and looking after general office duties. The duties of this entry level position usually include data entry, and attention to detail is very important. Your responsibilities vary depending on the organization you work for, but often lead to opportunities of promotion and a meaningful career path.

Become a Financial Assistant by learning the bookkeeping and administrative skills to advance in a financial office environment. You’ll learn essential business software, manual bookkeeping, computerized bookkeeping, payroll, and office skills. Financial office assistants start as entry-level bookkeepers, free-lance bookkeepers, accounting clerks and data entry clerks.

The Canadian Occupational Projection System predicts that the higher-than- average rate of retirement in this category (office assistants, recorders and transcriptionists) will create more jobs in this category than most others between 2011-2020.

Computer and Administrative

  • Intro to Technology and Keyboarding
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Access
  • Microsoft Outlook
  • Business Communications
  • Office Procedures

Bookkeeping Skills

  • Manual Bookkeeping & Payroll
  • Sage 50 Levels I & II
  • Quickbooks
  • Financial Analysis & Modeling


Job Search Skills

32 weeks (approximately 640 hours) total

  • 29 weeks of classroom training and a 3 week practicum placement

Students Supply:

  • Loose-leaf paper & 3-ring binder
  • Standard Calculator
  • USB Flash drive, if desired
  • Pens/pencils/highlighters

College Supplies:

  • Handouts & photocopied materials
  • Student Manuals
  • Printing Calculator for use in class
  • Confirmation of mature student status (19 years or older on first day, and out of school for 1 full year) OR if under 19, evidence of Grade 12 completion or equivalent
  • Entrance assessment
  • Additional assessments may be requested for non-native English speakers or at Excel’s discretion
  • Meeting with an Admissions Advisor
  • Students are assessed on each course module by either a test, project, assignment or demonstration of skills
  • Students are assessed on professionalism, conduct and attendance
  • An average of all module grades, as well as the grades for professional conduct and attendance is calculated. Successful completion of the program requires a minimum of a 65% grade in each program module, and successful completion of the practicum component.

Students attend a 3-week practicum component near the end of their program.  During this time, students take the tole of employee and work diligently to maximize the learning opportunity and create a positive experience for themselves, the college and the practicum host.

  • Accounting clerk, data-entry clerk, or entry-level bookkeeper
  • Free-lance bookkeeper
  • Administration in any capacity

Where Graduates are Working

  • Western Forest Products
  • Self Employed Bookkeepers
  • Ashcroft & Associates
  • Other small businesses
  • The Canadian Occupational Projection System estimates job openings between 2011-2020 for workers in this occupation (Secretaries, Recorders and Transcriptions) will be among the highest for all occupations.
  • This is mainly due to these workers currently being much older ( and thus closer to retirement) than the average.
  • Over the 2011-2020 period, job openings with-in this occupation are expected to total 73,950 and job seekers to total 21,156.

Work BC

Financial Office Assistant Diploma Program Fees

Tuition: $8,064.00
Registration: 100.00
Books/Materials: 1,395.72
GST on Books/Supplies: 69.79
Total: $9,629.51

Registration: 200.00
Books/Materials: 1,395.72
GST on Books/Supplies: 69.79
Total: $11,745.51

Please review our Refund Policy.

Click image to download course outline

Need more info? Fill in the form below.

Your Name (required)

Your Email (required)

Subject - Please include the name of the program you are inquiring about (required)

Your Message

Designated BC Private Training Institutions Branch Logo