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Financial Service Administrator Jobs (NOW HIRING)

Allworth Financial

Service Administrator

Denton, TX · Hybrid

You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction. This is a full-time, ...

Allworth Financial

Service Administrator

Walnut Creek, CA · Hybrid

$80K - $90K/yr

You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction. This is a full-time, ...

Allworth Financial

Service Administrator

Norwood, MA · Hybrid

You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction. This is a full-time, ...

Allworth Financial

Service Administrator

Denton, TX · On-site

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Service Administrators work with our Service team and provide support to our Financial Advisors.

Allworth Financial

Service Administrator

Walnut Creek, CA · On-site

$80K - $90K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Service Administrators work with our Service team and provide support to our Financial Advisors.

Thrivent

Client Service Administrator

Camp Hill, PA · On-site

$22/hr

Summary Fusion Financial Group is an independent financial services practice of Thrivent Financial ... The Client Service Administrator is responsible for coordinating overall event logistics for the ...

AIR Control Concepts

Service Administrator

Henrico, VA · On-site

$30 - $40/hr

Service Administrator Job Location : Richmond, VA FLSA Status : Non-exempt Pay Range : $30-40/hour ... Financial & Invoicing Responsibilities * Process completed work orders and generate accurate ...

AIR Control Concepts

Service Administrator

Richmond, VA · On-site

$30 - $40/hr

Service Administrator Job Location : Richmond, VA FLSA Status : Non-exempt Pay Range : $30-40/hour ... Financial & Invoicing Responsibilities * Process completed work orders and generate accurate ...

Edmond Hyundai

Service Administrator

Edmond, OK · On-site

Service Administrator - Edmond Hyundai Location: Edmond, OK Department: Service Employment Type ... Strong attention to detail and accuracy in data entry and financial reconciliation * Ability to ...

Edmond Hyundai

Service Administrator

Edmond, OK

Service Administrator - Edmond Hyundai Location: Edmond, OK Department: Service Employment Type ... Strong attention to detail and accuracy in data entry and financial reconciliation * Ability to ...

Rite-Hite

Service Administrator

Seven Springs, NC

Rite-Hite Service Administrators support the Service Department, Sales Department, and customers ... Financial Security: A strong retirement savings program with 401(k), company match, and profit ...

Rite-Hite

Service Administrator

Seven Springs, NC

Rite-Hite Service Administrators support the Service Department, Sales Department, and customers ... Financial Security: A strong retirement savings program with 401(k), company match, and profit ...

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Financial Service Administrator information

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$70.6K

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How much do financial service administrator jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial service administrator in the United States is $70,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What are Financial Service Administrators?

Financial Service Administrators are professionals who manage and oversee financial operations within organizations, such as processing payroll, maintaining financial records, and handling accounts payable and receivable. They ensure that financial transactions are accurate, comply with regulations, and are processed efficiently. These administrators often assist with budgeting, reporting, and supporting audits. Their role may also include providing customer service and administrative support related to financial matters.

What are the key skills and qualifications needed to thrive as a Financial Service Administrator, and why are they important?

To thrive as a Financial Service Administrator, you need strong analytical skills, attention to detail, and a background in finance or accounting, usually with a diploma or degree in business or a related field. Familiarity with financial management software, spreadsheets, and CRM systems is typically required, and industry certifications like the Canadian Securities Course (CSC) can be advantageous. Excellent organizational skills, customer service orientation, and effective communication set top performers apart in this role. These abilities ensure accurate record-keeping, compliance with regulations, and superior client support, which are critical for maintaining trust and operational efficiency in financial services.

What is the difference between Financial Service Administrator vs Financial Advisor?

AspectFinancial Service AdministratorFinancial Advisor
CredentialsTypically requires certifications like FINRA Series 6/7, or similarRequires certifications such as Series 7, Series 63, or CFP certification
Work EnvironmentOffice-based, supporting financial teams and client accountsClient-facing, providing financial planning and investment advice
Employer & Industry UsageFinancial institutions, banks, investment firmsFinancial planning firms, banks, independent advisory firms
Search & Comparison IntentUnderstanding administrative roles in financeSeeking financial planning or investment advice

The main difference is that a Financial Service Administrator handles administrative tasks within financial firms, focusing on processing transactions and maintaining records. In contrast, a Financial Advisor actively provides financial planning and investment advice to clients. Both roles may require similar certifications, but their responsibilities and client interaction levels differ significantly.

What is the highest paying job in financial services?

In financial services, roles such as chief financial officer (CFO), hedge fund manager, and private equity executive tend to be the highest paying positions, often earning six or more figures annually. These roles typically require extensive experience, advanced degrees, and strong leadership skills, with compensation often including bonuses and profit sharing.

What are some common challenges Financial Service Administrators face in managing client documentation and records?

Financial Service Administrators often handle large volumes of sensitive client documentation, which requires meticulous attention to detail and strict adherence to regulatory compliance standards. Keeping client records up-to-date while ensuring confidentiality can be challenging, particularly during busy periods such as tax season or regulatory audits. Effective organization, familiarity with digital record-keeping systems, and strong communication skills are essential to overcome these challenges and maintain smooth operations within the financial team.

What does a financial services administrator do?

A financial services administrator manages client accounts, processes transactions, and ensures compliance with financial regulations. They often use specialized software and require strong organizational and communication skills to support financial advisors or institutions.
More about Financial Service Administrator jobs
What states have the most Financial Service Administrator jobs? States with the most job openings for Financial Service Administrator jobs include:
What job categories do people searching Financial Service Administrator jobs look for? The top searched job categories for Financial Service Administrator jobs are:
Financial Service Administrator jobs near you
Infographic showing various Financial Service Administrator job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 97% Full Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,648 per year, or $34 per hour.

Customer Service Administrator

Thrivent Financial

Rochester, MN • On-site

$27.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

Meaningful work. Rewarding career.
Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients' lives.
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position.
This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year.

Job Description

Primary Responsibilities

  • Enter client information into various systems
  • Prepare and update financial plans and presentation material for client meetings
  • Enter information into financial planning software and prepare draft financial plans
  • Deepen existing client relationships through making sure client information and documentation is up to date
  • Research and respond to client inquiries
  • Finalize, submit, and track all client account and application paperwork
  • Assist in generating performance reports
  • Maintain information in CRM (Salesforce) system
  • Fill out necessary forms for opening and maintaining accounts
  • Identify and offer recommendations on how to optimize workflows
  • Other responsibilities as assigned

Position Qualifications

  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Extremely strong organizational skills
  • Strong communication and interpersonal skills
  • Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of our products, services, and Thrivent Financial

Competencies

  • Planning/Organizing
  • Analytical
  • Client Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the Emerald Financial Group
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations
  • Must be comfortable participating in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram

Compensation and Benefits

Here,you'llenjoy:

  • $27.50
  • Medical, dental, and vision available.
  • Employer paid life insurance, short-term disability, and long-term disability.
  • 401(k) with company match.
  • Personal time off.
  • 7 Paid holidays.

As part of Emerald Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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