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Financial Services Administrator Jobs (NOW HIRING)

Professional Planning Associates

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Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

Financial Services Administrator This position will provide support to a group of investment representatives in the areas of financial client services.​ The primary responsibilities of this ...

Atlanta Regional

Financial Services Administrator

$84K - $143K/yr

The Financial Services Administrator is responsible for supporting the successful implementation of a unique, multimillion-dollar, limited-term project that the Atlanta Regional Commission has been ...

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Financial Services Administrator information

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$34K

$70.6K

$106.5K

How much do financial services administrator jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial services 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 is a financial services administrator?

Financial Services Administrators are professionals responsible for managing and overseeing financial records, transactions, and administrative tasks within an organization. They ensure that financial processes, such as payroll, invoicing, budgeting, and compliance, run smoothly and efficiently. These administrators often serve as the link between clients, financial advisors, and other departments, helping to maintain accurate documentation and support financial operations. Their role is crucial for keeping financial systems organized and ensuring regulatory and procedural compliance.

What are the key skills and qualifications needed to thrive as a financial services administrator?

To thrive as a Financial Services Administrator, you need a solid understanding of financial principles, attention to detail, and a relevant diploma or degree in finance or business administration. Familiarity with financial software (such as QuickBooks or SAP), CRM systems, and regulatory compliance certifications is often required. Strong organizational skills, effective communication, and the ability to manage confidential information discreetly are standout soft skills in this role. These competencies ensure accurate financial operations, regulatory compliance, and the efficient support of both clients and internal teams.

What are some common challenges faced by financial services administrators, and how can they be managed effectively?

Financial Services Administrators often encounter challenges such as managing multiple deadlines, handling confidential client information, and keeping up with changing financial regulations. To manage these effectively, strong organizational skills and attention to detail are essential, along with regular communication with team members and clients. Staying current with regulatory updates and using secure, efficient administrative tools can help streamline tasks and reduce errors. Many firms also provide training and mentorship to support ongoing professional development.

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

AspectFinancial Services AdministratorFinancial Advisor
CertificationsTypically requires certifications like CFP, CFA, or similarOften requires CFP, Series 7, Series 63, or equivalent
Work EnvironmentBanking, financial institutions, corporate finance departmentsIndividual client consultations, wealth management firms
Primary ResponsibilitiesProcessing transactions, maintaining client accounts, supporting financial advisorsProviding financial planning, investment advice, portfolio management

The main difference is that Financial Services Administrators focus on supporting financial operations and client account management within financial institutions, while Financial Advisors actively provide personalized financial planning and investment advice to clients. Both roles require relevant certifications and work within the financial industry, but their daily tasks and client interaction levels differ.

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What are popular job titles related to Financial Services Administrator jobs?

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Financial Services Administrator jobs near you
Infographic showing various Financial Services Administrator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $70,648 per year, or $34 per hour.

Financial Services Administrator

Remote

GovernmentJobs.com
Recruiting and Staffing Services • 11 - 50 employees
Learn more about GovernmentJobs.comexternal

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Re-posted 22 days ago

Job description

Financial Services Administrator

The Atlanta Regional Commission (ARC) is the regional planning and intergovernmental coordination agency that focuses on issues critical to the region's success, including growth and development, transportation, water resources, services for older adults, workforce solutions, and homeland security. ARC is dedicated to unifying the region's collective resources to prepare the metropolitan area for a prosperous future. This is done through professional planning initiatives, the provision of objective information and the involvement of the community in collaborative partnerships.

The Financial Services Administrator is responsible for supporting the successful implementation of a unique, multimillion-dollar, limited-term project that the Atlanta Regional Commission has been engaged to manage on behalf of local partners. In addition, this individual will play a key role in supporting the agency's accounting and financial reporting functions, with a primary focus on grant management, fiscal compliance, and financial accountability. This position will help oversee daily accounting operations, including maintenance and reconciliation of the general ledger, preparation and review of journal entries, month-end and year-end closing processes, cash management, accounts payable oversight, and preparation of financial statements.

The Financial Services Administrator develops subject matter expertise in the agency's financial management system and ensures the integrity, accuracy, and reliability of financial data and reporting. This role is also responsible for coordinating and preparing the Annual Comprehensive Financial Report (ACFR), managing the Single Audit process, and ensuring compliance with federal, state, and local regulations, including grant and Uniform Guidance requirements.

Essential Duties and Responsibilities:
  • Help oversee and manage all accounting operations and financial reporting activities.
  • Maintain and reconcile the general ledger and ensure accurate financial records.
  • Review, approve, and prepare complex journal entries and account reconciliations.
  • Coordinate month-end and year-end closing processes.
  • Manage grant accounting, reimbursement requests, expenditure tracking, and compliance reporting.
  • Prepare schedules and supporting documentation for the ACFR and Single Audit.
  • Ensure compliance with governmental accounting standards, internal controls, and grant requirements.
  • Develop expertise in the agency's financial system and recommend process improvements.
  • Assist with budgeting, audit coordination, and financial analysis.
  • Supervise and provide guidance to accounting and finance staff.
Minimum Qualifications:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field from an accredited college or university.
  • Minimum of five (5) years of progressively responsible professional accounting or financial management experience, preferably within a public sector or governmental environment.
  • Minimum of three (3) years of experience managing or overseeing grant accounting, financial reporting, and compliance activities.
  • Experience preparing or supporting the Annual Comprehensive Financial Report (ACFR) and Single Audit process.
  • Strong knowledge of governmental accounting standards, financial reporting requirements, and internal controls.
  • Valid Certified Public Accountant (CPA) license is required.
  • Equivalent combinations of education, training, and experience that provide the required knowledge, skills, and abilities may be considered, where permitted.
  • DESIRED QUALIFICATIONS: Knowledge of Cost Point Financial Software
Required Knowledge, Skills, Abilities and Competencies:
  • Thorough knowledge of governmental accounting principles, standards, and practices, including GASB requirements.
  • Knowledge of federal and state grant regulations, Uniform Guidance, and Single Audit requirements.
  • Proficiency in financial management systems, accounting software, and Microsoft Excel.
  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • Ability to interpret financial regulations, policies, and procedures and apply them effectively.
  • Strong written and verbal communication skills with the ability to present financial information clearly.
  • Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
  • Demonstrated leadership skills with the ability to supervise, mentor, and develop staff.
  • Ability to maintain confidentiality and exercise sound professional judgment.

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