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, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
On the job, you would:
Verify accuracy of billing data and revise any errors.
Resolve discrepancies in accounting records.
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Business
administrative services
customer service
Arts and Humanities
English language
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
computers and electronics
Basic Skills
reading work related information
using math to solve problems
Problem Solving
noticing a problem and figuring out the best way to solve it
Verbal
read and understand what is written
communicate by speaking
Math
add, subtract, multiply, or divide
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
Integrity
Dependability
Attention to Detail
Independence
Concern for Others
Cooperation
You might use software like this on the job:
Accounting software
Intuit QuickBooks
Sage 50 Accounting
Presentation software
Microsoft PowerPoint
Medical software
Epic Systems
MEDITECH software
some college or high school diploma/GED usually needed
Get started on your career:
New job opportunities are less likely in the future.
In the military:
see titles from the Air Force, Army, Coast Guard, Marine Corps, or Navy.
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