National Occupational Classification (NOC) 2011

A

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143 - Financial, insurance and related administrative support workers

1431 - Accounting and related clerks

Accounting and related clerks calculate, prepare and process bills, invoices, accounts payable and receivable, budgets and other financial records according to established procedures. They are employed throughout the private and public sectors.

  • Illustrative example(s)

    • accounting clerk
    • accounts payable clerk
    • accounts receivable clerk
    • audit clerk
    • billing clerk
    • budget clerk
    • costing clerk
    • deposit clerk
    • finance clerk
    • freight-rate clerk
    • income tax return preparer
    • invoice clerk
    • ledger clerk
    • tax clerk

    All examples

  • Exclusion(s)

    • Accounting technicians and bookkeepers (1311)
    • Banking, insurance and other financial clerks (1434)
    • Collectors (1435)
    • Financial auditors and accountants (1111)
    • Payroll clerks (1432)
    • Supervisors, finance and insurance office workers (1212)
  • Main duties

    Accounting and related clerks perform some or all of the following duties:

    • Calculate, prepare and issue documents related to accounts such as bills, invoices, inventory reports, account statements and other financial statements using computerized and manual systems
    • Code, total, batch, enter, verify and reconcile transactions such as accounts payable and receivable, payroll, purchase orders, cheques, invoices, cheque requisitions, and bank statements in a ledger or computer system
    • Compile budget data and documents based on estimated revenues and expenses and previous budgets
    • Prepare period or cost statements or reports
    • Calculate costs of materials, overhead and other expenses based on estimates, quotations, and price lists
    • Respond to customer inquiries, maintain good customer relations and solve problems
    • Perform related clerical duties, such as word processing, maintaining filing and record systems, faxing and photocopying.
  • Employment requirements

    • Completion of secondary school is usually required.
    • Completion of college or other courses certified by the Certified General Accountants Association of Canada, Canadian Securities Institute or Canadian Bookkeepers Association may be required.
    • Some accounting clerks must be bondable.
  • Additional information

    • Progression to supervisory or skilled financial occupations, such as accounts payable supervisor, bookkeeper or office manager is possible with additional training and experience.

1432 - Payroll clerks

Payroll clerks collect, verify and process payroll information and determine pay and benefit entitlements for employees within a department, company or other establishment. They are employed by payroll administration companies and by establishments throughout the private and public sectors.

  • Illustrative example(s)

    • benefits officer
    • pay advisor
    • pay and benefits administrator
    • pay and benefits clerk
    • pay clerk
    • payroll clerk
    • payroll officer
    • salary administration officer

    All examples

  • Exclusion(s)

    • Human resources and recruitment officers (1223)
    • Personnel clerks (1415)
    • Supervisors of payroll clerks (See 1212 Supervisors, finance and insurance office workers)
  • Main duties

    Payroll clerks perform some or all of the following duties:

    • Maintain records of employee attendance, leave and overtime to calculate pay and benefit entitlements, in Canadian and other currencies, using manual or computerized systems
    • Prepare and verify statements of earnings for employees, indicating gross and net salaries and deductions such as taxes, union dues, garnishments and insurance and pension plans
    • Prepare employee payments and benefit payments by cheque or electronic transfer
    • Complete, verify and process forms and documentation for administration of benefits such as pension plans, leaves, share savings, employment and medical insurance
    • Prepare T4 statements and other statements
    • Provide information to employees on payroll matters, benefit plans and collective agreement provisions
    • Compile statistical reports, statements, and summaries related to pay and benefits accounts
    • Prepare and balance period-end reports and reconcile issued payrolls to bank statements.
  • Employment requirements

    • Completion of secondary school is usually required.
    • Completion of college or other courses in accounting, bookkeeping or payroll administration
      or
      Experience as a financial clerk is usually required.
    • Payroll association certification may be required.
  • Additional information

    • Progression to supervisory positions is possible with experience.

1434 - Banking, insurance and other financial clerks

Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.

  • Illustrative example(s)

    • actuarial clerk
    • bank clerk
    • credit clerk
    • dental claims clerk
    • dividend calculation clerk
    • insurance clerk - financial sector
    • insurance rater
    • ledger control clerk
    • loan clerk - financial sector
    • mortgage clerk
    • premium rater - insurance
    • real estate clerk
    • securities clerk - financial sector

    All examples

  • Exclusion(s)

    • Accounting technicians and bookkeepers (1311)
    • Customer services representatives - financial institutions (6551)
    • Supervisors, finance and insurance office workers (1212)
  • Main duties

    Bank clerks perform some or all of the following duties:

    • Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
    • Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
    • Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
    • Answer enquiries and provide information on banking products, policies and services
    • May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.

    Insurance clerks perform some or all of the following duties:

    • Process enrolments, cancellations, claims transactions, policy changes and premium payments
    • Review insurance applications and verify insurance coverage, premiums paid and other insurance information
    • Calculate insurance premiums, pension benefits and annuity payments
    • Compile and maintain claims data, rates and insurance data and records
    • Answer enquiries and provide information on insurance products, policies and services.

    Other financial clerks in this unit group perform some or all of the following duties:

    • Compile and maintain rental, sale and other real estate listings
    • Compile and maintain stock, bond and other securities listings
    • Sort, verify and process real estate, securities and other financial transactions
    • Answer enquiries and reply to correspondence.
  • Employment requirements

    • Completion of secondary school is required.
    • A business college diploma may be required.
    • On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
  • Additional information

    • Progression to supervisory positions is possible with experience.

1435 - Collectors

Collectors collect payments on overdue accounts and bad cheques and locate debtors to make collection arrangements. They are employed by collection agencies, utility companies, department stores, loan companies, banks and credit unions, and by financial and licensing departments within governments.

  • Illustrative example(s)

    • bill collector
    • collection clerk
    • collection officer (except taxation)
    • collections investigation officer
    • collector
    • credit and collection clerk
    • locator - collection
    • skip tracer - collection

    All examples

  • Exclusion(s)

    • Accounts receivable clerks (See 1431 Accounting and related clerks)
    • Collections supervisors (See 1212 Supervisors, finance and insurance office workers)
    • Tax collection officers (See 1228 Employment insurance, immigration, border services and revenue officers)
  • Main duties

    Collectors perform some or all of the following duties:

    • Notify debtors of overdue payments and accounts by telephone, mail, and registered mail, and continue the notification process if reply is not received
    • Resolve collection issues by making payment arrangements by telephone or visit to debtor
    • Recommend further action or discontinuation of service in cases where payment is not forthcoming
    • Trace and locate debtors, and may contact debtors' friends, neighbours, relatives and employers to obtain information
    • Answer correspondence, prepare reports and maintain records and files related to collection work
    • May work with on-line accounts and systems.
  • Employment requirements

    • Completion of secondary school is required.
    • A business college diploma may be required.
    • A period of on-the-job training is often provided for collection clerks and collection officers.
    • A collections licence issued by the province or territory of employment is usually required.
  • Additional information

    • Progression to senior or supervisory positions is possible with experience.
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