Also called: Procurement Specialist, Procurement Technician, Purchasing Assistant, Purchasing Clerk
Produced by CareerOneStop
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At banks, doctors’ offices, and government agencies, financial clerks ensure that financial transactions are on track and on time. They help customers, generate bills, and keep financial records up to date. Financial clerks also provide general clerical support in financial settings. There are several types of financial clerks: Billing and posting clerks calculate charges and prepare bills to be mailed out to customers. They review purchase orders, sales tickets, charge slips, and hospital records to determine the charges due. They also contact customers to discuss account information. Procurement clerks process requests within many types of organizations for material or supply orders. They monitor purchases, make sure they arrive on schedule and meet the needs of the purchaser, and handle questions and changes in orders. New accounts clerks work for banks and investment firms, interviewing people who want to open new accounts. They go over available services with prospective customers, and help them fill out applications. They also investigate and correct errors in accounts. In general, financial clerks work full time in an office setting. A high school diploma or equivalent is required for most positions, with on-the-job training provided to learn specific duties.
What they do:Compile information and records to draw up purchase orders for procurement of materials and services.
On the job, you would:
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- administrative services
- customer service
Arts and Humanities
- English language
Education and Training
- teaching and course design
Math and Science
- arithmetic, algebra, geometry, calculus, or statistics
- reading work related information
- talking to others
- noticing a problem and figuring out the best way to solve it
- read and understand what is written
- communicate by speaking
Ideas and Logic
- order or arrange things
- make general rules or come up with answers from lots of detailed information
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
- Attention to Detail
- Stress Tolerance
You might use software like this on the job:
Data base user interface and query software
Office suite software