Financial Clerks

Last updated December 31, 2014

Who takes care of the details so that stocks get sold, businesses can order the materials they need, and people can get credit cards? Brokerage clerks, procurement clerks, and credit authorizers — all of which are types of financial clerks. They keep financial records, review financial documents, calculate charges, and complete transactions.

But financial clerks deal with more than the numbers. Want to get car insurance, open a new account at a bank, or take out a loan to buy a house? Financial clerks assist customers with these transactions, often interviewing them to get relevant information and describing the services their company offers.

Financial clerks keep track of money.

Did You Know?

Financial clerks can be found in settings as varied as banks, medical offices, and casinos.

Are You Ready To...?

  • Use computers
  • Work with numbers
  • Process paperwork
  • Interact with customers
  • Keep private data confidential
  • Continue learning on the job

It Helps To Be...

Someone who loves working with numbers, computers, and details. You'll rely on good communication skills to work with customers and coworkers. And you'll need to be trustworthy and discreet.

Make High School Count

  • Build solid math skills.
  • Sign up for accounting, business, and computer classes.
  • Practice your communication skills in English, drama, and speech classes.
  • Look for summer or after-school employment in an office.
  • Run for class treasurer.
  • Create a budget and stick to it, keeping track of your expenses using a logbook or a computer spreadsheet program.

Did You Know?

Payroll and timekeeping clerks make sure you get paid for your work, while billing and posting clerks prepare the bills you have to pay.