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Financial Services Administrator Courses

A Financial Services Administrator plays a vital role in supporting financial institutions, insurance companies, and related organizations by managing day-to-day administrative tasks. 

    • AI Exposure: Not Rated

      AI Occupational Exposure score unavailable For more insight, research the specific tasks and skills required for the role.

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  • AI Occupational Exposure score unavailable For more insight, research the specific tasks and skills required for the role.
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a Financial Services Administrator?

Get qualified to work as a Financial Services Administrator with a course recognised across Australia. Speak to a training provider to learn more.

Further reading

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2nd June 2025

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All financial services administrator courses

Financial Services Administrator careers

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.