How to become an Investment Administrator

Also called: Investment Operations Analyst, Investment Portfolio Administrator

Processes and analyses documentation, and maintains records of client accounts, investments, securities, transactions and registrations.

Main tasks

• Reviews, checks, verifies and issues documentation relating to onboarding clients, client information, transactions and client instructions
• Uses various operating and database systems to input, assess, reconcile, manipulate and output information
• Processes, calculates and allocates commissions, distributions, dividends, rebates and other financial transactions
• Investigates and responds to client and adviser queries
• May complete asset transfers, bookings, corporate actions, portfolio reconciliations, client reporting and settlements

Ways in

• University: Business & Commerce degrees, Offered by 39 universities in Australia
• TAFE and VET: Diploma of Financial Markets (FNS51022); Diploma of Superannuation (FNS50722); Certificate IV in Personal Trust Administration (FNS42222); Certificate IV in Superannuation (FNS40920); Diploma of Accounting (FNS50222); Diploma of Financial Services (FNS51822)

Pay · Outlook · AI and this job

• Typical full-time pay: $78,052 a year
• About 40,700 people work in this job group now, and about 43,800 are projected by 2035. (+7.6%)
• Many tasks in this job could be automated by AI. Jobs and Skills Australia rates its automation exposure as high.

Related jobs

• Paraplanner
• Bank Officer
• Credit or Loans Officer
• Business Broker
• Commodities Trader
• Finance Broker

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Questions people ask

How do I become an Investment Administrator?

Ways in include: Business & Commerce degrees; Diploma of Financial Markets; Diploma of Superannuation.

How much does an Investment Administrator earn in Australia?

Median full-time pay is $78,052 a year (Jobs and Skills Australia).

Is an Investment Administrator a growing career in Australia?

Yes. Employment is projected to grow 8% by 2035, from about 40,700 to about 43,800 people (Jobs and Skills Australia).

Do you need a degree to become an Investment Administrator?

Not always. 57% of people in this job hold a bachelor's degree or higher. Ways in include: Business & Commerce degrees; Diploma of Financial Markets; Diploma of Superannuation.

Will AI change the work of an Investment Administrator?

Many tasks in this job could be automated by AI. Jobs and Skills Australia rates its automation exposure as high.

Sources

• Jobs and Skills Australia: Occupation data (ANZSCO), from ABS Labour Force and Census (February 2026), CC BY 4.0, retrieved 2026-10-04
• Jobs and Skills Australia: Generative AI Capacity Study, interactive table data (September 2025), CC BY 4.0, retrieved 2026-10-04
• Jobs and Skills Australia: Employment Projections (Victoria University) (May 2025 to May 2035), CC BY 4.0, retrieved 2026-10-04
• Australian Taxation Office: Taxation Statistics, Individuals Table 15A (2023-24), CC BY 2.5 AU, retrieved 2026-10-04

Updated 2026-10-04