Financial clerks are professionals in the financing field who have many responsibilities. Primarily, they must maintain and update records, carefully tracking raw information. They will also be responsible for making calculations for bills and other transactions. Finally, financial clerks interact with clients and answer questions.
Strong mathematical skills are at the core of the financial clerk position. Your financial clerk job description should make it clear that candidates must be organized, analytical and be able to keep track of small details in order to do their job more effectively.
It is also vital that clerks have excellent communication skills. Interacting with clients is an essential part of their responsibilities. They must be professional and tactful in person while also having strong written communication skills. To help you include these requirements for candidates as effectively as possible, review the following financial clerk job description template.
Financial Clerk Job Summary
Are you a financial expert with excellent communication and reasoning skills? We are looking for professional and talented financial clerks like you. You have extensive knowledge of office operations and transaction management, as well as the mathematical skills to back it up. Analytical, evaluation and critical thinking skills are essential to the position. As a representative of the company, you will make decisions based on the information you have and explain the situation to clients tactfully and professionally while keeping vigilant records of all transactions and financial numbers. Help make a difference in our clients’ lives by joining our dynamic team of financial clerks.
- Maintain 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
- Interact with clients, relaying information, answering inquiries and providing clear explanations on a daily basis, remaining professional and respectful at all times
- Take action to satisfy angry clients, resolving issues quickly and tactfully and putting negotiation techniques into practice
- Make the necessary calculations to compute bills and charges, providing this information for clients via email or mailed bills and maintaining working knowledge of bills to answer any questions clients have
- Complete administrative responsibilities, filling out forms correctly and quickly and submitting them at the end of each working day
- Guide clients through transactions carefully and intentionally, making all aspects as clear as possible and being understanding of any miscommunications
- Follow special instructions from management staff quickly and precisely, fulfilling side projects as instructed
Job Skills & Qualifications
- Associate degree in finance or related field
- Advanced familiarity with entire Office Suite
- Bachelor degree in finance or related field
- Two years minimum working experience as financial clerk or other financial professional
Financial Clerk Job Responsibilities
When it comes to keeping your company out of the red and in the black, it’s essential to have a financial clerk who can keep things on point. This is about more than tracking your inbound and outbound cash flow with utmost accuracy; it’s about having the right qualities to fit into your corporate culture. To find a candidate with those qualities, you need to revise the most substantial part of your financial clerk job description.
To be truly effective, the job responsibilities section should reflect the duties and expectations of the role in an engaging way that makes your company stand out from the generic masses. The best way to stand out is to be different, and you can avoid an excessively long financial clerk job description by cutting this section down to 6-8 bullet points. That should be all the information candidates need to decide if the job appeals to them. The important thing is making sure it’s good information that covers strategic high-level summaries. These summaries should use action-oriented language, beginning each line with an action verb and keeping each bullet to one sentence that captures the job’s essence.
Here’s our sample financial clerk job responsibilities:
- Monitor invoicing, billing, payment postings and receipts
- Review purchase orders prior to submission for approval
- Track all expenses and expense reporting
- Prepare comprehensive financial reports and records
- Respond to ad hoc requests for reporting and financial information
Financial Clerk Job Specifications
To make your financial clerk job description truly pop, it needs something more than just the list of responsibilities. It needs a list of screening criteria that let candidates quickly identify whether they have the qualifications for the job. This list saves both your time and theirs by eliminating candidates who don’t meet the minimum requirements. With your job qualifications and skills section, you can also rapidly scan those who don’t self-screen to make eliminating applicants that much easier.
These specifications should cover years of experience, education, certifications and any particular industry experience necessary for the job. State those requirements clearly, using no more than five or six bullets. You can also include a few optional extras in the qualifications section of your financial clerk job description, but try to keep it down to the absolute basics. This section shouldn’t be overly long, but it’s still vital to making your job description effective as a recruitment tool.
Here’s a reference for how to craft your financial clerk job specifications:
- Minimum bachelor’s degree in finance and/or accounting
- CPA preferred
- 3+ years of experience supporting financial operations in a corporate environment
- Experience in trading a plus
- Strong problem-solving skills; ability to react to rapid changes or unexpected issues