Clerk, investments

Statistical, finance and insurance clerks obtain, compile and compute statistical or actuarial data or perform clerical tasks related to transactions of banks, insurance and other financial companies.

• processing insurance documents: issuing and cancelling policies and recording changes in conditions and payments;
• obtaining and compiling statistical or actuarial data from regular or special sources of information;
• calculating totals, averages, insurance rates and other details and presenting them in the required tabular form;
• preparing financial documents and calculating interest, brokerage fees and stamp duty payable;
• maintaining records of registration of bonds, shares and other securities bought or sold on behalf of clients or employers.
• Examples of occupations in this unit group:
• Clerk, risk assessment and insurance
• Clerk, statistical records
• Clerk, taxes
• Clerk, bonds