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Financial Service Administrator Jobs (NOW HIRING)

Truck Country

Service Administrator

Kaukauna, WI · On-site

As the Service Administrator, you will communicate with the shop foreman(s), to assure jobs move ... Uses accounting skills to maintain accurate financial transaction. Essential Duties and ...

Dearing Compressor

Service Administrator

Youngstown, OH · On-site

The Service Administrator is crucial to the support and success of the department. This position is ... Contribute to the Financial Success of the Department By: * Ensuring job readiness for the field ...

New

Dearing Compressor

Service Administrator

Huntington, WV · On-site

The Service Administrator is crucial to the support and success of the department, serving as a key ... Contribute to the Financial Success of the Department * Ensuring job readiness for the field ...

New

Cummins

Service Administrator

Houston, TX · On-site

We are looking for a talented Service Administrator to join our sales and service department in ... Competencies: Financial acumen - Interpreting and applying understanding of key financial ...

Cummins

Service Administrator

Houston, TX · On-site

We are looking for a talented Service Administrator to join our sales and service department in ... Competencies: Financial acumen - Interpreting and applying understanding of key financial ...

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$34K

$70.6K

$106.5K

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.

Client Service Administrator / Associate

Lift Business Resources

Reston, VA • On-site

$55K - $66K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

About the Opportunity
Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire a Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team.Company Overview
Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges.
Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success.Position Overview
The Client Service Administrator is a critical, in-person support role responsible for maintaining client files, preparing reports, facilitating client communications, scheduling meetings, and resolving client service inquiries.
This is an entry to mid-level, task-oriented administrative role that plays an important part in supporting the advisory team and delivering a seamless client experience.Work Environment
  • In-office role based in Reston, VA
  • Business casual environment on most days
  • Business formal attire required when clients are present
What They're Looking For
Our client is seeking a collaborative, detail-oriented professional who is committed to delivering a high-quality client experience. The ideal candidate thrives in a fast-paced environment, is highly organized, client-focused, and team-oriented, and brings a mindset of continuous improvement.Key Responsibilities
  • Manage and maintain organized physical and electronic client files with accuracy and attention to detail
  • Prepare and distribute client reports, including performance and financial documents
  • Facilitate client communications to gather and provide updated information
  • Schedule meetings and coordinate calendars for advisors and clients
  • Troubleshoot and resolve client service inquiries and issues
  • Provide day-to-day administrative support to the advisory team
  • Maintain accurate, up-to-date knowledge of client accounts and statuses
  • Stay current on relevant technology platforms and internal systems
  • Collaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER™ professionals
Minimum Qualifications
  • Bachelor's degree required
  • 1-3 years of experience in client service or administrative roles, preferably within financial services
  • Strong organizational and time management skills
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Ability to maintain strict confidentiality with sensitive client information
  • Demonstrated commitment to delivering exceptional client service
Preferred Qualifications
  • Experience within a financial services firm or with trust, estate, or legal administration
  • SIE, Series 7, or Series 66 licenses preferred
Compensation & Benefits
  • Annual salary range: $55,000 - $66,000
  • Full medical, dental, and vision coverage
  • Retirement benefits
  • Professional development opportunities
  • Occasional evening availability required (once or twice per month)

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