Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.
大类 1 · Business, finance and administration occupations
Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
Answer enquiries and provide information on banking products, policies and services
May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
Insurance clerks
Process enrolments, cancellations, claims transactions, policy changes and premium payments
Review insurance applications and verify insurance coverage, premiums paid and other insurance information
Calculate insurance premiums, pension benefits and annuity payments
Compile and maintain claims data, rates and insurance data and records
Answer enquiries and provide information on insurance products, policies and services.
Other financial clerks
Compile and maintain rental, sale and other real estate listings
Compile and maintain stock, bond and other securities listings
Sort, verify and process real estate, securities and other financial transactions
Answer enquiries and reply to correspondence.
Employment requirements · 任职要求
3
Completion of secondary school is required.
A business college diploma may be required.
On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
Additional information · 补充信息
1
Progression to supervisory positions is possible with experience.
Exclusions · 不包含职业
3
Accounting technicians and bookkeepers (See 12200 Accounting technicians and bookkeepers)
Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)
官方来源仍可一键核验
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.