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Financial Service Administrator Jobs (NOW HIRING)

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Service Administrator

Cedar Rapids, IA · On-site

Uses accounting skills to maintain accurate financial transaction. Essential Duties and ... Collaborates with the Service Manager to maintain parts inventory control by maintaining accurate ...

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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.
Licensed Client Service Administrator

Licensed Client Service Administrator

Thrivent Financial for Lutherans

Minnetonka, MN

$28 - $35/hr

Other

Medical, Life, Retirement, PTO

Posted yesterday

Job description

Licensed Client Service Administrator

The Licensed Client Service Administrator works with a team of operations professionals to support the seven wealth advisors in the Crossroads Financial Group. The focus of this role is providing top-notch service to our clients while supporting the daily operations of the practice. Trading accounts, conducting money movement, completing client requests, and maintaining detailed notes are key responsibilities of this role. Having strong attention to detail and great organizational skills is required for success. This position is employed by Crossroads Financial Group. This position is full time, Monday – Friday 8:30 a.m. to 4:30 p.m. Compensation is $28-$35/hour depending on licensing and experience. Benefits include: PTO, disability, health insurance, life insurance, 401K, and bonus plan.

Position Responsibilities
  • Enter trade orders from clients and advisors
  • Handle requests for transfers of funds into and out of accounts
  • Track money movement to ensure accurate completion and timely trading of accounts
  • Complete brokerage account applications and utilize workflows to see them through to account opening
  • Take phone calls from clients and answer basic questions
  • Prepare reports, correspondence, and special projects
  • Update client relationship management system with client information and notes
  • Assist Advisors with preparation and follow-up for client meetings
  • Complete account maintenance forms for brokerage, mutual fund, annuity, and life insurance
  • Cross-train with other operations employees to fill in as needed during absences
  • Other responsibilities as assigned
Position Qualifications
  • Previous industry experience preferred
  • Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
  • Strong attention to detail and organizational skills
  • Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
  • Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
  • Ability to maintain integrity of sensitive/confidential information
  • Knowledge of Wealthscape, Redtail, Salesforce, Black Diamond preferred

As part of the Crossroads Financial Group's hiring process, verification of a candidate's background will be made. Fingerprints are required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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