Responsibilities of a Financial Clerk:
- Billing and posting clerks: calculate charges, generate bills, and contact customers.
- Payroll and timekeeping clerks: assemble payroll data, maintain employee attendance records, and review time sheets.
- Tax preparing clerks: prepare simple tax returns.
Key Skills Required for a Financial Clerk:
- Math
- Organization
- Communication
- Computer Abilities
General Finance Clerk Responsibilities:
- Managing resident’s private information for insurance verification, billing, and eligibility to apply for Medicaid.
- Writing checks in QuickBooks software to vendors and to reimburse employees.
- Establishing customer files in QuickBooks, writing and testing work instructions for clients, logging, and closing complete files.
In-Demand Skills for Today’s Finance Clerks:
- Maintaining accurate financial records
- Recording financial transactions
- Reconciling accounts
- Preparing various financial reports
- Attention to detail
- Managing invoices
- Processing payments
Main Duties of a Finance Clerk:
Typically located in banks, insurance companies, and other financial institutions, financial clerks perform day-to-day financial administrative tasks like billing, invoicing, payroll, recordkeeping, and customer service. Their essential responsibilities are:
- Maintaining accurate financial records of transactions and account balances
- Recording business payments and expenses in computer systems and journals
- Preparing state
Job Objective of a Finance Clerk:
A financial clerk performs administrative duties related to financial transactions and record-keeping. Their role involves maintaining records, preparing invoices, processing transactions, and assisting with reports for accounting, banking, or insurance.