Financial Clerk - Financial Sector

Work setting

• Financial management/services
• Business services

Responsibilities

Tasks

• Compile records of deposit, loan and mortgage payments
• Store, update and retrieve financial data
• Prepare stocks, bonds and securities listings data
• Provide clients with information
• Sort, verify and process financial transactions
• Maintain financial information and securities listings
• Verify and balance transactions
• Calculate service charges and interest payments
• Compile and maintain insurance data and records
• Notify customers regarding account discrepancies
• Provide customer service
• Process banking transactions

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office
• MS Outlook
• MS Word

Area of specialization

• Investment funds

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits