NOC 14201 - Banking, insurance and other financial clerks

Job Summary

Provide clerical support for financial transactions, recordkeeping, and client inquiries in a banking and insurance environment. Ensure accurate processing of documents and adherence to established procedures and regulatory requirements.

Number of Positions

1

Main Duties

• Process routine financial transactions such as deposits, withdrawals, payments, and transfers accurately and efficiently.
• Verify, reconcile and update account records and prepare periodic reports for internal use.
• Maintain and organize client files, documentation, and electronic records to ensure completeness and accessibility.
• Respond to customer inquiries by phone, email or in person and provide information on account status and basic products or services.
• Prepare and process insurance forms, claims documentation, invoices, and other financial paperwork as required.
• Follow internal controls, ...