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:
Track the status of requisitions, contracts, and orders.
Perform buying duties when necessary.
Prepare purchase orders and send copies to suppliers and to departments originating requests.
Arts and Humanities
Math and Science
arithmetic, algebra, geometry, calculus, or statistics
Engineering and Technology
computers and electronics
reading work related information
talking to others
noticing a problem and figuring out the best way to solve it
understanding people's reactions
changing what is done based on other people's actions
communicate by speaking
listen and understand what people say
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
You might use software like this on the job:
Enterprise resource planning ERP software
Data base user interface and query software
high school diploma/GED or bachelor's degree usually needed
Get started on your career:
New job opportunities are less likely in the future.