Roles · Accounting and bookkeeping

AI securities clerk

Records financial data and checks accuracy of figures and postings to maintain complete accounting records for the business.

Losa Kelly“I compute financial data and verify the accuracy of records.”An example character, not a real person.
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Securities clerk · What it does

Three tasks it takes off your hands

  1. Operate computers to record, store, and analyse information.
  2. Check figures and documents for correct entry and accuracy.
  3. Perform financial calculations such as balances, interest, and discounts.
Where these come from

The tasks of “Bookkeeping, Accounting, and Auditing Clerks” (O*NET 43-3031.00), as O*NET lists them:

  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Securities clerk · Tools and industries

It works in the tools you already use

  • Intuit QuickBooks
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • SAP software
  • Adobe Acrobat

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0) and ANZSCO 2022 (Australian Bureau of Statistics, CC BY 4.0), written in our words. Sources and credits

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