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back office specialist

View on ESCO Portal

Description

Back office specialists perform operations of administrative and organisational nature in a financial company, in support of the front office. They process administration, take care of financial transactions, manage data and company documents and perform supportive tasks and other diverse back office operations in coordination with other parts of the company.

EssentialOptional

Theoretical Knowledge

office administrationfinancial managementbanking activitiesbusiness processesoffice softwareproject managementsecuritiesfinancial productsstatisticsprinciples of insurance

Practical Skills

manage financial aspects of a companyuse office systemscomply with legal regulationsmaintain records of financial transactionsprovide financial product informationmanage administrative systemsmonitor company policycoordinate operational activitiesperform clerical dutiesoffer financial serviceshandle paperworkprocess paymentsprovide support in financial calculationmanage loan administrationmaintain contract administrationmanage contractsmanage staffcommunicate with banking professionalsobtain financial informationapply company policiesadvise on financial matterspresent reportstrace financial transactionshandle financial transactionsuse spreadsheets software

Data Source: ESCO v1.2.1 Classification · European Commission

Supported by

EUPortugal GovAmadora City

Incubated by

Amadora InovaIAPMEI

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