Certificate III in Financial Services

Work together in the financial services industry

Work within compliance frameworks

Collect and record data

Maintain financial records

Organise workplace information

Retrieve information from records

Maintain business records

Engage with customers

Deliver and monitor a service to customers

Process customer complaints

Organise personal work priorities

Purchase goods and services

Research using the internet

Design and produce business documents

Design and produce spreadsheets

Apply digital solutions to work processes

Use inclusive work practices

Engage in workplace communication

Conduct business activities using a computerised accounting system

Process financial transactions and extract interim reports

Administer subsidiary accounts and ledgers

Perform financial calculations

Process and manage payments

Reconcile financial transactions

Process authorised payments

Authorise valid expense payments

Establish client relationship and analyse needs

Provide personal advice on non-relevant financial products

Provide Tier 2 general advice in general insurance

Provide Tier 2 personal advice in general insurance

Monitor and control accounts receivable

Process applications for credit

Manage overdue customer accounts

Resolve disputes

Develop and apply knowledge of personal finances

Determine financial requirements of small businesses

Provide general advice on financial products and services

Process a life insurance application

Issue a life insurance policy

Apply and maintain knowledge of financial products and services

Assess vulnerability of financial products and services to money laundering and terrorism financing

Manage handling and settlement of routine insurance claims for retail clients

Conduct individual work within a compliance framework

Establish entitlements to intestate estates

Administer non-complex estates

Administer non-complex trusts

Balance retail transactions

Maintain Automatic Teller Machine (ATM) services

Balance cash holdings

Maintain main bank account

Provide customer service in a retail agency

Execute foreign currency transactions

Administer card services

Process customer accounts

Process customer transactions in retail financial organisations

Manage credit card services

Prepare government returns and reports

Provide ancillary products and services that meet client needs

Process superannuation fund payments

Establish, maintain and process superannuation records

Process superannuation fund contributions

Process superannuation rollover benefits

Implement superannuation fund member investment instructions

Terminate superannuation plans