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OaSIS 2025 Version 1.0
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14201.03 – Other financial clerks

Financial clerks compile, process and maintain financial information.

Overview

Example job titles

  • Dividend calculation clerk
  • Real estate clerk

Core competencies

  • Numeracy to handle financial data, perform calculations and interpret numerical information
  • Writing to prepare clear and accurate correspondence, listings and records that convey financial information effectively and meet organizational standards
  • Near Vision to review and enter data accurately, identifying discrepancies and ensuring that all information is correctly processed in detailed financial documents, spreadsheets or records
  • Problem Identification to identify and address issues promptly, such as anomalies in financial data, discrepancies in accounts or errors in transactions, ensuring accurate financial reporting and processing
  • Attention to Detail to ensure accuracy in financial record-keeping and data entry, as small errors in financial data can lead to significant issues
  • Knowledge in Clerical to understand how to manage administrative tasks, such as ensuring financial documents are organized, processed efficiently and easily retrievable

Main duties

This group performs some or all of the following duties:

  • 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.

Additional information

  • Progression to supervisory positions is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Accounting technicians and bookkeepers (12200)
  • Customer services representatives - financial institutions (64400)
  • Supervisors, finance and insurance office workers (12011)

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

1 – Business, finance and administration occupations

TEER

4 – Occupations usually require a secondary school diploma; or several weeks of on-the-job training

Major group

14 – Administrative and financial support and supply chain logistics occupations

Sub-major group

142 – Financial, insurance and related administrative support workers

Minor group

1420 – Financial, insurance and related administrative support workers

Unit group

14201 – Banking, insurance and other financial clerks

Occupational profile

14201.03 – Other financial clerks

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.