Financial Services Administrator

Their responsibilities typically include processing financial transactions, maintaining accurate client records, handling correspondence, preparing reports, and assisting with compliance and regulatory documentation. They act as a liaison between clients, financial advisors, and internal teams to ensure smooth communication and efficient service delivery.

Attention to detail, strong organizational skills, and a good understanding of financial products and regulations are essential for this role. They often use specialized software to manage data and ensure all financial activities comply with industry standards.

Future demand Medium
Average yearly income $62,400
Skill level Unknown

How do I become a financial services administrator?

All skill levels Beginner Experienced

Undergraduate Certificate in Finance and Investment
On Campus
12 months
Unavailable
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Assistant Financial Services Administrator Client Services Officer
  • There are no mandated entry requirements.
Additional requirements may apply.
Financial Assistant Financial Services Administrator Client Services Officer
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