Financial administrators are the unsung heroes of the financial services industry in our humble opinion – they’re a key member of staff supporting every department thanks to their versatile skillset. There’ll be research, scheduling, assisting and filing, with no two day the same.
Most financial services firms employ at least one dedicated administrator – sometimes it’s an outsourced role but in most cases, the administrator is employed in-house. Administrators offer support, taking on important tasks to free up advisers, so they can take care of clients.
Tasks can therefore vary widely from paperwork, filing and making notes; to organising calendars and taking bookings; to the more technical like research and data collation. Depending on the size and activity of the firm, administrators can work with just one member of staff, or much larger teams.
Administrators are great communicators who get to know IT systems and software in detail. They’re organised, pay attention to detail, and are great communicators able to shift focus between tasks as priorities change.
We’re glad you asked! Below, we’ve pulled together the training resources you need to become a financial admin hero. They’re all e-learning modules, so you can do them from the comfort of your own home. If you have any questions,
If you want to progress in the financial services industry, administrator is a great starting point, offering loads of exposure to good practice –and a springboard to other key services and expertise including adviser and paraplanner.