Financial Services Clerk

Person who, in a financial establishment (bank, credit union, finance company, investment company, etc.), collects lists or files or any other document relating to the financial operations of the establishment, and who ensures their update (stocks, bonds, securities or real estate held, bought or sold). She can also respond, by telephone or by mail, to requests for information relating to client files. She must effectively manage the files entrusted to it in order to contribute to the proper functioning of the financial institution.