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At banks, doctors’ offices,

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and government agencies,

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financial clerks ensure

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that financial transactions

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are on track and on time.

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They help customers, generate bills,

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and keep financial records up to date.

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Financial clerks also provide

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general clerical support in financial settings.

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There are several types of financial clerks:

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Billing and posting clerks

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calculate charges and prepare bills

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to be mailed out to customers.

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They review purchase orders, sales tickets,

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charge slips, and hospital records

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to determine the charges due.

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They also contact customers

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to discuss account information.

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Procurement clerks process requests

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within many types of organizations

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for material or supply orders.

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They monitor purchases,

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make sure they arrive on schedule

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and meet the needs of the purchaser,

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and handle questions and changes in orders.

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New accounts clerks work

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for banks and investment firms,

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interviewing people who want

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to open new accounts.

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They go over available services

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with prospective customers,

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and help them fill out applications.

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They also investigate

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and correct errors in accounts.

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In general, financial clerks work full time

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in an office setting.

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A high school diploma or equivalent

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is required for most positions,

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with on-the-job training

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provided to learn specific duties.

