531931 Investment Administrator
Processes and analyses documentation, and maintains records of client accounts, investments, securities, transactions and registrations.
- Major group
- 5 Clerical and Administrative Workers
- Unit group
- 5319 Other Financial Services and Insurance Workers and Brokers
- Edition
- OSCA 2024
- Skill level
- Level 2
Should you use OSCA or ANZSCO?
OSCA 2024 is the current Australian occupation classification for storing, organising and reporting occupation information. Use this OSCA record for current Australian statistical and analytical classification work.
Some migration and administrative programs still specify ANZSCO 2022. Check the exact system named by the agency or form rather than replacing the code automatically.
Official ANZSCO correspondence
Role overview
Processes and analyses documentation, and maintains records of client accounts, investments, securities, transactions and registrations.
Use this page to confirm the official title, the parent unit group, the task list and the related ANZSIC industry context before using the occupation in classification, reporting or migration-adjacent workflows.
Occupation facts
- Skill level
- 2
- Major group
- 5 Clerical and Administrative Workers
- Sub-major group
- 53 Financial Services and Insurance Workers and Brokers
- Minor group
- 531 Financial Services and Insurance Workers and Brokers
- Unit group
- 5319 Other Financial Services and Insurance Workers and Brokers
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
Skill level guidance
Skill level helps place the occupation inside the ABS hierarchy. Use it as a classification cue, then check the actual task list and occupational context before making a decision for HR, visa or reporting work.
How to use this occupation page
Start with the official OSCA title and task list. Then confirm the parent unit group and compare the related occupations on this page if the job title is broad, overlapping or used differently across employers.
The ANZSIC links are there to help when the same occupation appears across several industries and you need the business-side classification as well.
Related occupations
Industry context
Alternative titles
- Investment Operations Analyst
- Investment Portfolio Administrator
Compare before choosing
Compare OSCA 531931 with related occupations
Compare roles in the same OSCA unit group by their official definition, skill level, tasks and recognised alternative titles.
| Comparison point | Current code531931 Investment Administrator | 531932 Paraplanner |
|---|---|---|
| Official role definition | Processes and analyses documentation, and maintains records of client accounts, investments, securities, transactions and registrations. | Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners. |
| Skill level | Skill Level 2 | Skill Level 2 |
| Key tasks |
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| Alternative titles |
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Comparison uses occupation definitions, skill levels, tasks and title variants from the ABS OSCA data files.
In this section
- 531931Investment Administrator
- 531932Paraplanner
Official source
- Official source
- ABS OSCA 2024 release and correspondence tables
- Last reviewed
- 2026-04-17
This site is an independent reference resource. It is not affiliated with, endorsed by, or connected to the ABS, ATO or any Australian Government agency.
Please verify critical classification decisions with the official authority before using them for tax, payroll, licensing, immigration or compliance work.