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.