How do I become a financial assistant
Get qualified to work as a financial assistant with a course recognised across Australia. Speak to a training provider to learn more.
Related career opportunities
Browse occupations related to Financial Assistant.
Common questions
In Australia, a full time Financial Assistant generally earns $1,380 per week ($71,760 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
Courses.com.au Team
There has been a slight decrease in the number of people working in this industry over the last five years. There are currently 24,100 people employed in this field and many of them specialise as a Financial Assistant. Financial Assistants may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
Courses.com.au Team
A Certificate III in Financial Services is a good qualification if you’re planning to work as a Financial Assistant. This course will give you the skills to work in an administrative role in banking, credit management and insurance. You’ll learn about financial legislation and develop skills with technology commonly used in financial sectors.
Courses.com.au Team
Further reading
What are the Top 3 Skills of an Executive Assistant?
21st December 2022
What can you do with a Diploma of Accounting?
29th September 2021All financial assistant courses
Financial Assistant careers
A Financial Assistant provides administrative assistance to financial planners, advisors or other professionals providing financial services. You might update financial records for customers or maintain their financial files. A Financial Assistant, or Financial Planning Assistant, may collect financial data using spreadsheets or other financial software. You might also assist with the preparation of financial reports or statements.
Financial Assistants should be highly organised and have strong time management skills. You’ll need to be able to liaise with a range of clients and communicate well with colleagues. It’s important that you have good attention to detail and are familiar with financial systems and procedures. Financial Assistants should be good with numbers and have strong accounting or bookkeeping skills.
