Special Offer

Try Betterteam for FREE

Send jobs to 100+ job boards with one submission

Post Jobs for FREE
  • Completely free trial, no card required.
  • Reach over 250 million candidates.

Financial Clerk Job Description Template

We are looking for a trustworthy financial clerk to assist our company's financial department. As a financial clerk, you will be required to update and maintain our financial database and records, perform regular audits and account reconciliations, and provide customer support.

To ensure success as a financial clerk, you should be mathematically and analytically minded and demonstrate accuracy in your work. A skilled financial clerk should demonstrate detailed knowledge of accounting and bookkeeping processes and be able to quickly identify financial discrepancies.

Financial Clerk Responsibilities:

  • Preparing and processing financial documents such as bills, receipts, and invoices.
  • Updating and maintaining the database, financial records, and filing systems.
  • Tracking and monitoring financial transactions.
  • Reviewing financial records, documents, and information to ensure their accuracy.
  • Performing account reconciliations and audits.
  • Reporting financial discrepancies, errors, and customer complaints to the supervisor.
  • Compiling financial spreadsheets, reports, statements, and other documents, as needed.
  • Providing customer service by answer questions and resolving queries and issues.
  • Ensuring that the financial office supplies are maintained.
  • Assisting with administrative tasks such as filling out forms, filing, and answering phone calls and emails.

Financial Clerk Requirements:

  • High school diploma or GED.
  • Bachelor's degree in finance, accounting, or similar.
  • A minimum of 2 years of experience working as a financial clerk.
  • CPA certification is advantageous.
  • Proficiency in MS Office and accounting software such as Quickbooks, Xero, and Sage.
  • Excellent financial and mathematical skills.
  • Good understanding of financial and bookkeeping processes and practices.
  • Excellent verbal and written communication skills.
  • The ability to provide excellent customer service.
  • Strong organizational and time management skills.

Related Articles:

Accounting Clerk Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in an accounting clerk job description.

Financial Administrator Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in a financial administrator job description.

Finance Assistant Job Description

Learn about the key requirements, duties, responsibilities, and skills that should be in a finance assistant job description.

Financial Clerk Interview Questions

Top 5 financial clerk interview questions with detailed tips for both hiring managers and candidates.

Accounting Clerk Interview Questions

Top 5 accounting clerk interview questions with detailed tips for both hiring managers and candidates.

Financial Administrator Interview Questions

Top 5 financial administrator interview questions with detailed tips for both hiring managers and candidates.

Finance Assistant Interview Questions

Top 5 finance assistant interview questions with detailed tips for both hiring managers and candidates.