Financial Clerks

Financial Clerks typically perform the following tasks: • Verify accuracy of billing data and revise any errors. • Resolve discrepancies in accounting records. • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. • Operate typing, adding, calculating, or billing machines. • Post stop-payment notices to prevent payment of protested checks. • Verify signatures and required information on checks. • Keep records of invoices and support documents. • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. • Contact customers to obtain or relay account information. • Route statements for mailing or over-the-counter delivery to customers. • Monitor equipment to ensure proper operation. • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due. • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services. • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment. • Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information. • Compare previously prepared bank statements with canceled checks and reconcile discrepancies. • Take orders for imprinted checks. • Encode and cancel checks, using bank machines. • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.