Financial clerks perform a variety of financial administrative tasks, including managing and updating records, processing invoices, and tracking transactions. They prepare and process transactions, review financial documents and information and interact with customers to resolve any problems or queries.
Key Responsibilities
- Reconciles account information and reported figures in the general ledger by comparing to bank account statements each month.
- Prepares and processes financial documents such as bills, receipts, and invoices.
- Reports financial discrepancies, errors, and customer complaints to the supervisor.
- Assists with administrative tasks such as filling out forms, filing, and answering phone calls and emails.
- Maintains financial records carefully and precisely, entering accurate information into forms and spreadsheets and making calculations based on previous and upcoming transactions, ensuring written communication is clear
- Organizes and reports on financial information to document payment histories and assist with sound financial accounting.
- Compiles financial spreadsheets, reports, statements, and other documents, as needed.
Job Requirements/Qualifications:
- A minimum of 2 years of experience working as a financial clerk.
- CPA certification is advantageous.
- Proven experience as a Finance Clerk
- Knowledge of basic bookkeeping and financial transactions
- Familiarity with financial regulations, i.e. Generally Accepted Accounting Principles (GAAP)
- Proficiency in MS Office and accounting software such as Quickbooks, Xero, and Sage.
- Take action to satisfy angry clients, resolving issues quickly and tactfully and putting negotiation techniques into practice
Skills needed for this role
Strong mathematical skills are at the core of the financial clerk position. They must be organized, analytical and be able to keep track of small details in order to do their job more effectively .Strong organizational and time management skills is an advantage in this role.
Career Level
1-4 Years Experienced Employee
Job Specializations
Accounting/Finance, General/Cost Accounting