---
esco_uri: http://data.europa.eu/esco/skill/f7e7ccb6-fadc-4c35-935d-e1040be40dfe
esco_label: "handle financial transactions"
relation: essential
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# handle financial transactions — Financial Advisor

For a Financial Advisor, 'handling financial transactions' goes *way* beyond simple bookkeeping. It’s the engine powering client service. Daily tasks include processing client deposits & withdrawals for investment accounts (mutual funds, stocks, bonds), executing trades through brokerage platforms (think Fidelity Institutional Services, Schwab Advisor Center), and accurately recording all activity in CRM/portfolio management systems like eMoney or MoneyGuidePro.  It also means managing fee billing – calculating advisory fees based on AUM or hourly rates, processing invoices, and addressing client inquiries about charges. It's not just *doing* the transactions; it’s ensuring everything is compliant with SEC regulations and firm policies.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
