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Become A Clerk

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Working As A Clerk

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Documenting/Recording Information
  • Performing Administrative Activities
  • Getting Information
  • Mostly Sitting

  • Repetitive

  • $35,990

    Average Salary

What Does A Clerk Do

Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.


Financial clerks typically do the following:

  • Keep and update financial records
  • Compute bills and charges
  • Offer customer assistance
  • Carry out financial transactions

Financial clerks give administrative and clerical support in financial settings. Their specific job duties vary by specialty and by setting.

Billing and posting clerks calculate charges, develop bills, and prepare them to be mailed to customers. They review documents such as purchase orders, sales tickets, charge slips, and hospital records to compute fees or charges due. They also contact customers to get or give account information.

Gaming cage workers work in casinos and other gaming establishments. The “cage” in which they work is the central depository for money and gaming chips. Gaming cage workers sell gambling chips, tokens, or tickets to patrons. They count funds and reconcile daily summaries of transactions in order to balance books.

Payroll and timekeeping clerks compile and post employee time and payroll data. They verify and record attendance, hours worked, and pay adjustments. They ensure that employees are paid on time and that their paychecks are accurate.

Procurement clerks compile requests for materials, prepare purchase orders, keep track of purchases and supplies, and handle questions about orders. They respond to questions from customers and suppliers about the status of orders. They handle requests to change or cancel orders. They make sure that purchases arrive on schedule and that the items meet the purchaser’s specifications.

Brokerage clerks help with tasks associated with securities such as stocks, bonds, commodities, and other kinds of investments. Their duties include writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, distributing dividends, and keeping records of daily transactions and holdings.

Credit authorizers, checkers, and clerks review the credit history, and get the information needed to determine the creditworthiness, of individuals or businesses applying for credit. Credit authorizers evaluate customers’ computerized credit records and payment histories to decide, based on predetermined standards, whether to approve new credit. Credit checkers call or write credit departments of business and service establishments to get information about applicants’ credit standing.

Loan interviewers, also called loan processors or loan clerks, interview applicants and others to get and verify personal and financial information needed to complete loan applications. They also prepare the documents that go to the appraiser and are issued at the closing of a loan.

New accounts clerks interview people who want to open accounts in financial institutions. They explain the account services available to prospective customers and help them fill out applications. They also investigate and correct errors in accounts.

Insurance claims and policy processing clerks process applications for insurance policies. They also handle customers’ requests to change or cancel their existing policies. Their duties include interviewing clients and reviewing insurance applications to ensure that all questions have been answered. They also notify insurance agents and accounting departments of policy cancellations or changes.

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How To Become A Clerk

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.


Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.


Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Clerk jobs

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Clerk Career Paths

Billing Specialist Specialist
Account Manager
5 Yearsyrs
Specialist Operations Manager General Manager
Area Manager
7 Yearsyrs
Home Health Aid Security Officer Night Auditor
Assistant General Manager
5 Yearsyrs
Security Officer Service Technician Service Manager
Branch Manager
6 Yearsyrs
Accounts Payable Clerk Billing Specialist
Business Office Manager
8 Yearsyrs
Data Entry Associate Office Manager General Manager
Chief Executive Officer
8 Yearsyrs
Machine Operator Production Supervisor Operations Manager
Chief Operating Officer
11 Yearsyrs
Office Manager General Manager
District Manager
7 Yearsyrs
Office Manager Operations Manager
General Manager
7 Yearsyrs
Home Health Aid Patient Care Technician Medical Assistant
Office Manager
5 Yearsyrs
Technician Service Manager General Manager
Operations Director
9 Yearsyrs
Technician Service Technician Service Manager
Operations Manager
7 Yearsyrs
Medical Assistant Front Desk Coordinator Office Manager
Practice Manager
9 Yearsyrs
Warehouse Worker Warehouse Manager General Manager
President/Chief Executive Officer
10 Yearsyrs
Medical Assistant Office Manager
Property Manager
6 Yearsyrs
Driver Dispatcher Operations Manager
Purchasing Manager
9 Yearsyrs
Delivery Driver Sales Consultant Leasing Consultant
Resident Manager
5 Yearsyrs
Specialist Account Manager Account Executive
Sales Manager
5 Yearsyrs
Security Officer Technician Service Technician
Service Manager
7 Yearsyrs
Machine Operator Forklift Operator
Warehouse Manager
5 Yearsyrs
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Clerk Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Chinese

  • Mandarin

  • Japanese

  • Arabic

  • Russian

  • Italian

  • Korean

  • Portuguese

  • Cantonese

  • Hindi

  • Vietnamese

  • Tagalog

  • Hmong

  • Carrier

  • Urdu

  • Thai

  • Polish

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Clerk Education


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Real Clerk Salaries

Job Title Company Location Start Date Salary
Compliance Clerk Enhesa, Inc. Washington, DC Oct 01, 2013 $48,402 -
Compliance Clerk Enhesa, Inc. Washington, DC Nov 16, 2012 $48,402 -
Compliance Clerk Enhesa, Inc. Washington, DC Dec 16, 2009 $48,000
POI Planning Clerk JDM Enterprises, Inc. Providence, RI Oct 14, 2014 $46,134
Compliance Clerk Enhesa, Inc. Washington, DC Oct 01, 2010 $45,500
Compliance Clerk Enhesa, Inc. Washington, DC Sep 21, 2010 $45,500
Compliance Clerk Enhesa, Inc. Washington, DC Nov 16, 2009 $45,427 -
Articled Clerk Randall K. Edwards, PLLC Salt Lake City, UT May 02, 2011 $42,228
RMA Clerk Viztek, LLC Garner, NC Nov 19, 2015 $38,438
Bookeeping and Ccounting Clerk Jun Y Park DDS Lutherville, MD Mar 05, 2012 $38,300
Clerk KWIK Stop 7 Ave, Inc. Miami, FL Feb 23, 2015 $35,333
Clerk KWIK Stop 7 Ave, Inc. Miami, FL Mar 11, 2015 $35,333
Clerk Calle & Associates New York, NY Aug 17, 2015 $35,300
Sewing Clerk Laundramagic Jacksonville, FL Dec 02, 2010 $35,235
Curative Clerk Titlevest Agency, Inc. New York, NY Jul 28, 2013 $35,124
Eurpoean Acquisitions Clerk No Excuses Club, Inc. Milwaukie, OR Aug 11, 2016 $31,305 -
Clinic Clerk Choice One Chiropractic & Rehabilitation Duluth, GA Aug 06, 2009 $31,000
Billingual Clerk TMAC International, Inc. Industry, CA Jan 08, 2016 $30,992
Clerk Archtech Connection, Inc. Torrance, CA Aug 23, 2010 $30,971 -
Clerk American Apparel (USA), LLC Los Angeles, CA Jul 17, 2008 $30,971
Sewing Clerk Laundramagic Jacksonville, FL Apr 09, 2012 $30,784
Prourement Clerk New York City Hardware & Supplies, Inc. New York, NY May 09, 2008 $30,762
Church Clerk Queens Pentecostal Holiness Church, Inc. NY Aug 06, 2016 $26,042
Clerk Florida Accounting Services Ormond Beach, FL Mar 12, 2008 $24,856
Clerk P. Song, Inc. Duluth, GA Feb 02, 2016 $24,000
Clerk Clifford A. Chanler Dba The Chanler Group New Canaan, CT Jun 23, 2016 $23,712

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Top Skills for A Clerk


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Top Clerk Skills

  1. Outstanding Customer Service
  2. Data Entry
  3. Sort
You can check out examples of real life uses of top skills on resumes here:
  • Provided outstanding customer service to ensure repeat business.
  • Assist worker's compensation adjusters and general office duties, faxing, copying, and data entry.
  • Received mail for break out, identified sorted and delivered to designated area for further break out.
  • Answered and quickly redirected telephone calls for multiple managers.
  • Time Keeping Crew Dispatching Payroll Billing Telegraphy Clerk

Top Clerk Employers

Clerk Videos

Scan Clerk, Career Video from drkit.org

Record Analysis Clerk, Career Video from drkit.org