Where do you want to work?
Financial clerks do administrative work for many types of organizations. They keep records, help customers, and carry out financial transactions.Duties
Financial clerks typically do the following:
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.
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.Education
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.Training
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.Advancement
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.
Hispanic or Latino14.2%
Black or African American0.5%
Unfortunately we don’t have enough data for this section.
Average Length of Employment
University of Phoenix27.0%
Southern New Hampshire University4.5%
Grand Canyon University3.9%
Houston Community College3.9%
American InterContinental University3.7%
South Texas College3.4%
El Paso Community College3.4%
Miami Dade College3.3%
University of Iowa3.2%
University of Houston2.9%
Essex County College2.8%
Middle Tennessee State University2.8%
Delgado Community College2.7%
Austin Community College2.7%
Texas State University2.7%
Unfortunately we don’t have enough data for this section.
|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|
To get more results, try adjusting your search by changing your filters.
Scan Clerk, Career Video from drkit.org
Record Analysis Clerk, Career Video from drkit.org