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§ OCCUPATION · GLOBAL STANDARDS

back office specialist

Back office specialists perform operations of administrative and organisational nature in a financial company, in support of the front office.

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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.

Theoretical Knowledge
ESSENTIALTheoretical knowledge required
business processesfinancial managementoffice administrationbanking activitiesoffice software
OPTIONALAdjacent knowledge that strengthens fit
project managementfinancial productsstatisticsprinciples of insurancesecurities
Practical Skills
ESSENTIALApplied skills & competences
monitor company policyhandle paperworkuse office systemsoffer financial servicesmanage financial aspects of a companyprovide financial product informationcoordinate operational activitiescomply with legal regulationsprocess paymentsmanage administrative systemsperform clerical dutiesmaintain records of financial transactions
OPTIONALOptional competences
maintain contract administrationmanage contractshandle financial transactionsapply company policiesprovide support in financial calculationobtain financial informationuse spreadsheets softwaretrace financial transactionsmanage staffadvise on financial matterscommunicate with banking professionalsmanage loan administrationpresent reports

GLOBAL RESOURCE

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SKILLS OVERVIEW

35 total
17 essential · 18 optional

Data Source: Unified Global Standards (ISCED, ISCO, O*NET, ESCO)

© 2026 DESTINAI · BETA 1.0 · ISCED ISCO O*NET ESCO
CareersSkillsPrivacyTermsEU AI Act notice