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 data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.
On the job, you would:
Verify accuracy of billing data and revise any errors.
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
Business
administrative services
customer service
Arts and Humanities
English language
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Basic Skills
listening to others, not interrupting, and asking good questions
talking to others
Problem Solving
noticing a problem and figuring out the best way to solve it
Verbal
communicate by speaking
listen and understand what people say
Math
add, subtract, multiply, or divide
choose the right type of math to solve a problem
People interested in this work like activities that include data, detail, and regular routines.
They do well at jobs that need:
Integrity
Attention to Detail
Dependability
Cooperation
Stress Tolerance
Independence
You might use software like this on the job:
Accounting software
Automated billing software
Intuit QuickBooks
Medical software
Medical condition coding software
MEDITECH software
Enterprise resource planning ERP software
Microsoft Dynamics
SAP
high school diploma/GED or associate's degree usually needed
Get started on your career:
New job opportunities are very likely in the future.
In the military:
see titles from the Air Force, Coast Guard, Marine Corps, or Navy.
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