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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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