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What is a Financial Clerk?

Also known as: Posting Clerk, Billing Clerk, Financial Administration Clerk, Finance And Administration Clerk, Finance Administration Clerk.

A financial clerk is someone who governs many different financial transactions in businesses by keeping track of a company’s money. These individuals primarily perform administrative work for banking, insurance, and other companies. They keep records, help customers, and carry out financial transactions.

How to Become a Financial Clerk

Interested in becoming a financial clerk? Here are your next steps.

  1. Take the Sokanu Career Test

    Would you make a good financial clerk? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

    Take the free career test
  2. Get the Education

    A certificate or associates degree is required to be a Financial Clerk. A business management and administration degree is preferred. Schools offering education in this field include:

    • Columbia College | Columbia, SC
      Offers: Certificate, Associates, Bachelors
    • Albertus Magnus College | New Haven, CT
      Offers: Certificate, Associates, Bachelors
    • Asnuntuck Community College | Enfield, CT
      Offers: Certificate, Associates
    • Lincoln College of New England-Southington | Southington, CT
      Offers: Certificate, Associates
    • University of Bridgeport | Bridgeport, CT
      Offers: Certificate, Associates, Bachelors
  3. Get Hired

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    Would you like to post jobs on this career? Find the best candidates using Sokanu's new psychometric job platform. Visit employers.sokanu.com today.

What does a Financial Clerk do?

There are several types of financial clerks:

  • A bank clerk might help a customer deposit money or figure out which type of account would best suit a particular customer
  • An insurance clerk typically keeps files of payments that have come in and of payments that are still due
  • A brokerage clerk writes orders for the sale and purchase of stocks and shares, calculates applicable taxes and fees, issues dividends, and records transactions
  • A billing and posting clerk may produce bills, compute fees, assess sales and purchase orders, and apprise customers and vendors of account updates
  • A procurement clerk keeps track of the supplies and purchases while also dealing with questions about orders
  • A payroll clerk records and verifies employee hours and pay
  • A loan clerk verifies financial and other information for loan applications
  • A gaming cage clerk manages money at a casino
  • A new accounts clerk discusses and interviews individuals who are interested in opening new accounts at a bank or other type of financial institution

Find your perfect career

Would you make a good financial clerk? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

Take the free career test

What is the workplace of a Financial Clerk like?

Financial clerks work in a wide range of industries, including healthcare, insurance, government, recreation and banking. The work environment varies depending on the specific job. A busy bank is going to require a person who is ready to work at all times, while a small insurance company with a few clients might only have part-time openings. Gaming clerks could have hours at any time since casinos are generally open 24 hours per day.

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How to Become a Financial Clerk

Interested in becoming a financial clerk? Here are your next steps.

  1. Take the Sokanu Career Test

    Would you make a good financial clerk? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

    Take the free career test
  2. Get the Education

    A certificate or associates degree is required to be a Financial Clerk. A business management and administration degree is preferred. Schools offering education in this field include:

    • Columbia College | Columbia, SC
      Offers: Certificate, Associates, Bachelors
    • Albertus Magnus College | New Haven, CT
      Offers: Certificate, Associates, Bachelors
    • Asnuntuck Community College | Enfield, CT
      Offers: Certificate, Associates
    • Lincoln College of New England-Southington | Southington, CT
      Offers: Certificate, Associates
    • University of Bridgeport | Bridgeport, CT
      Offers: Certificate, Associates, Bachelors
  3. Get Hired

      Loading jobs...

    View all jobs →

    Would you like to post jobs on this career? Find the best candidates using Sokanu's new psychometric job platform. Visit employers.sokanu.com today.