How to become a financial services back office administrator

Official title: Financial services back office administrator

Also called: Asset securitisation executive, Consumer banking branch operations and processing executive, Corporate banking cash management executive, Corporate banking structured and project financing executive, Corporate banking transactional services executive, Corporate finance origination, structuring and advisory executive, Financial marketing processing and settlement executive, Financial markets product control executive, Fund administration executive, Fund performance measurement executive, General insurance claims processing executive, Life insurance claims processing executive

Financial services back office administrator performs operational or administrative tasks such as documentation, reconciliation and transaction processing support for the financial markets transactions. He/she processes financial products transactions such as securities, derivatives, foreign exchange, commodities and may manage the clearing and settling of trades. He/she may also be accountable for day-to-day execution of customer account processing and account maintenance procedures.

Main tasks

• Performing back office tasks such as documentation, reconciliation and transaction processing support for the financial markets transactions
• Managing the clearing and settling of trades
• Preparing, checking, approving and maintaining requests and documents relating to transactions
• Processing customer requests for account opening, closing to facilitate onboarding and off-boarding activities in support of front line relationship management and product sales activities

Ways in

• Polytechnic or ITE: ITE course (Nitec or Higher Nitec). Related ITE courses: Higher Nitec in Business Administration. Peernovo matched these from course names; ITE does not publish which jobs each course leads to.; Polytechnic diploma. Related diplomas: Diploma in Financial Technology (Republic Polytechnic); Diploma in Business & Financial Technology (Nanyang Polytechnic). Peernovo matched these from course names; polytechnics do not publish which jobs each course leads to.

Pay · Outlook · AI and this job

• Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.

Related jobs

• Credit/Loans officer
• Assistant accountant
• Audit associate professional
• Tax associate professional
• Appraiser/Valuer (excluding intangible asset valuer)
• Assessor

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Questions people ask

How do I become a financial services back office administrator?

Ways in include: ITE course (Nitec or Higher Nitec); Polytechnic diploma.

Will AI change the work of a financial services back office administrator?

Generative AI could change many tasks in this job, which usually reshapes the work more than it replaces it, by the ILO's global estimate.

Sources

• International Labour Organization, Generative AI and Jobs: A Refined Global Index of Occupational Exposure (ILO Working Paper 140, Gmyrek et al.) (ILO Working Paper 140, May 2025, Annex Table A1), CC BY 4.0, retrieved 4 October 2026

Updated 4 October 2026