financial administrator job

description
The financial administrator job description includes elements such as: financial
administrator responsibilities, financial administrator skills, financial
administrator qualities, financial administrator abilities, financial administrator
experience, financial administrator job tools, financial administrator working
conditions

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financemanagement123.com/215-free-finance-management-forms
financemanagement123.com/16-free-tools-for-finance-management
financemanagement123.com/top-84-finance-KPIs
financemanagement123.com/top-21-finance-job-descriptions
financemanagement123.com/100-finance-interview-questions-and-answers

Key duties/responsibilities for financial administrator

1. Providing support to the Advisor Teams by administering client data
gathering, investments, and on-going service processes
2. Supporting all account transfers
3. Collecting and preparing initial financial data for EFP (Economic Freedom
Plan) meetings
4. Preparing investment paperwork
5. Frequent client, back office, and advisor team communications
6. Reviewing financial data
7. Preparing investment reports
8. Researching unusual situations for delays
9. Interacting with other departments including Investment and Pension
10. Planning to support the preparation process including the creation, revision
and amendment of client data management and analysis
11. Following-up with clients other advisors as needed (CPAs, attorneys, etc.)
12. Providing general office support for the department
13. Providing primary support for investment advisory group clients
14. Other duties as needed

Key job qualifications for financial administrator

1.
2.
3.
4.
5.

Financial services industry experience or related degree preferred

Series 65 licensure preferred
At least 2 years of administrative experience
Excellent verbal, written, analytical, and organizational skills
Proficiency with MS Word, Excel, PowerPoint and Outlook. Must be
proficient in using spreadsheets and word processing programs.
6. Experience working with high-level, busy professionals
7. Enjoy being part of a team
8. Must be highly flexible and confidential with all matters

Format for financial administrator job description

A typical job description includes 4
main part as follows:
1. Job information
This part includes: job title, reporting
relationships, department, job
location, manager/supervisors title,
job code, purpose and objective of the
job.
2. List of main task
3. Contents of Job Specifications
Knowledg/education.
Skill requirements.
Experience.
Abilities. Ability include physical
ability, metal ability, aptitudes.
4. Contents of working conditions
Environmental conditions
Job hazards / safety
Machine, tools and equipments

KSA model in setting up job description

1. What is KSA model?
KSA model is a competency model of individual. KSA is the same KSAO.
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an
applicant must have to perform successfully in the position.

2. Components of KSA:
Knowledge
A body of information needed to perform a task.
For example, Human Resources Knowledge include knowledge of personnel
recruitment, selection, training, compensation and benefits, labor relations and
negotiation, and personnel information systems.
Skills
Skills are the proficiency to perform a certain task.
For example, skill in operating computer peripherals such as printers.
Abilities
Abilities are an underlying, enduring trait useful for performing tasks.
For example, oral comprehension the ability to listen to and understand
information and ideas presented through spoken words and sentences.

Materials for financial administrator career:

Other useful materials for finance management
that available at financemanagement123.com
Top free ebooks for finance management
Top free tools and techniques for finance
management
Top skills for finance management
Top free finance job description templates
5 steps to writer write an effective finance job
description
12 tips to write finance job description
Top 12 tips for career development
Top 9 career path tips
Top 14 career objectives
Top 12 career promotion tips

Useful materials (continue)

Top 14 career objectives
Top 12 career promotion tips
Top 15 ways to search jobs
Top 7 cover letter samples
Top 8 resume samples
110 finance interview questions with
answers
13 types of interview questions and how
to solve them
11 performance appraisal methods
(includes appraisal templates and forms)
Top 28 performance appraisal forms
Top 12 salary negotiation tips
Top 9 tips to get high salary

Fields related to financial administrator:

The above job description can be used for fields as:
construction, manufacturing, healthcare, non profit, advertising, agile,
architecture, automotive, agency, banking, budget, building, business
development, consulting, communication, clinical research, design, software
development, product development, interior design, web development,
engineering, education, events, electrical, exhibition, energy, ngo, finance,
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research,
human resources, telecommunications, technology, technical, senior, digital,
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac,
sales, quality management, uk, implementation, network, operations,
architectural, environmental, crm, website, interactive, security, supply chain,
logistics, training, project management, administrative management
The above job description also can be used for job title levels: entry level
financial administrator, junior financial administrator, senior financial
administrator