Skip to main content
ANZ Migrate
← Back to occupation search
552 · ANZSCO V1.3

Financial and Insurance Clerks

Classification
Minor

Classification

Sub-major group
55Numerical Clerks

Description

MINOR GROUP 552 FINANCIAL AND INSURANCE CLERKS FINANCIAL AND INSURANCE CLERKS receive deposits and pay out money in financial institutions, process credit, loan and insurance applications, maintain records of securities transactions and registrations, offer odds and accept bets, and compile data and undertake statistical and actuarial computations.

Skill level

Australia

AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3); or AQF Certificate II or III (ANZSCO Skill Level 4)

New Zealand

NZQF Level 4 qualification (ANZSCO Skill Level 3); or NZQF Level 2 or 3 qualification (ANZSCO Skill Level 4) At least one year of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

Tasks

Tasks include

  • answering customer inquiries about bank accounts, credit standing and loans
  • receiving deposits of money from and paying withdrawals of money to customers, and crediting and debiting their accounts
  • processing and authorising the approval of credit and loan applications
  • offering and varying odds on sporting events, and accepting and paying out bets
  • processing insurance applications, adjustments to cover and claims against policies
  • maintaining records of securities registrations and transactions
  • compiling tables, graphs and charts

Sources