financial clerk

What does a Financial Clerk do?

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A financial clerk works for many organizations doing administrative duties such as helping customers, keeping records, and carry out financial transactions. These duties may vary by setting and specialty. They work in a variety of office settings including medical offices, banks, government agencies, or insurance companies. Usually they work on a full-time basis.

Watch a video to learn about the key role financial clerks play at a business:

How to Become a Financial Clerk

A financial clerk typically needs a high school diploma or the equivalent as most positions have on-the-job training. There are some specialty clerks though that require additional training. For example, a brokerage clerk would have taken college courses in economics or business (or have a 2-4 year college degree). Gaming workers may need specific training in gaming procedures and regulations. One can even advance in this career.

Job Description of Financial Clerk

A financial clerk must update and keep financial records and it’s important that those records are accurate. These clerks can also assist companies with their employee’s payroll as well as help with customer billing and any invoice or payment questions they have. Their responsibilities may also require them to carry out financial transactions.

Due to their role, it is vital that they are detail-oriented. Along with these tasks, they may have others depending on their specialty and setting. Specialty clerks include billing and posting clerks, payroll and timekeeping clerks, procurement clerks, and brokerage clerks. Each of these clerks may have additional tasks to perform.

Article Citations

Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, Financial Clerk.

The career video is in the public domain from the U. S. Department of Labor, Employment and Training Administration.

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