Funds, Trusts, and Other Financial Vehicles

OJT for Funds, Trusts, and Other Financial Vehicles: NAICS 525

The Funds, Trusts, and Other Financial Vehicles subsector is part of the Finance and Insurance sector.

The Funds, Trusts, and Other Financial Vehicles subsector include the following industries:

  • Insurance and Employee Benefit Funds
  • Other Investment Pools and Funds

Subsector Context

The following chart breaks down the parent sector into its subsectors. It shows the percentage of people that these subsectors employ, relative to the entire sector, and the projected growth of these subsectors through 2026.

Largest Occupations

The following table shows the top 10 projected occupations, in size, for this subsector through 2026. It also shows the educational requirements and OJT requirements for these top-sized occupations.

The OJT.com training directory provides a listing of the state-by-state training providers that can fulfill your on-the-job training requirements.

Largest Occupations in Subsector, Projected for 2026

Occupation 2026 Projected Employment (in thousands) 2026 Projected Percent of Subsector Percent Employment Change (2016-2026) Education Requirements OJT Requirements
Accountants and auditors 0.7 6.1 14.4 Bachelor’s degree None
Secretaries and administrative assistants, except legal, medical, and executive 0.7 6.5 -2.5 High school diploma or equivalent Short-term on-the-job training
Office clerks, general 0.7 6.0 3.0 High school diploma or equivalent Short-term on-the-job training
Financial analysts 0.6 5.2 14.0 Bachelor’s degree None
Compensation, benefits, and job analysis specialists 0.5 4.7 21.2 Bachelor’s degree None
Customer service representatives 0.5 4.9 15.3 High school diploma or equivalent Short-term on-the-job training
General and operations managers 0.4 3.7 14.6 Unknown Unknown
Financial managers 0.4 3.6 25.6 Bachelor’s degree None
Claims adjusters, examiners, and investigators 0.4 3.5 3.9 High school diploma or equivalent Long-term on-the-job training
Bookkeeping, accounting, and auditing clerks 0.4 3.3 3.2 Some college, no degree Moderate-term on-the-job training

Growth Occupations

The following table shows the top 10 projected occupations, in growth, for this subsector through 2026. It also shows the educational requirements and OJT requirements for these top-growth occupations.

The OJT.com training directory provides a listing of the state-by-state training providers that can fulfill your on-the-job training requirements.

Highest Growth Occupations in Subsector, Projected thru 2026

Occupation 2026 Projected Employment (in thousands) 2026 Projected Percent of Subsector Percent Employment Change (2016-2026) Education Requirements OJT Requirements
Lawyers 0.2 1.4 29.0 Doctoral or professional degree None
Paralegals and legal assistants 0.1 1.2 27.4 Associate’s degree None
Financial managers 0.4 3.6 25.6 Bachelor’s degree None
Compensation, benefits, and job analysis specialists 0.5 4.7 21.2 Bachelor’s degree None
Insurance sales agents 0.1 1.0 15.6 High school diploma or equivalent Moderate-term on-the-job training
Insurance claims and policy processing clerks 0.3 3.1 15.5 High school diploma or equivalent Moderate-term on-the-job training
Customer service representatives 0.5 4.9 15.3 High school diploma or equivalent Short-term on-the-job training
Training and development specialists 0.1 0.6 15.3 Bachelor’s degree None
Administrative services managers 0.1 1.1 15.1 Bachelor’s degree None
Compliance officers 0.1 0.7 14.9 Bachelor’s degree Moderate-term on-the-job training

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