Handle financial transactions

Essential for

• Foreign exchange trader
  Foreign exchange traders buy and sell foreign currencies to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis of financial information (m…
• Energy trader
  Energy traders sell or buy shares of energy, sometimes from different sources. They analyse the energy market and investigate price trends to decide when to buy or sell shares…
• Bed and breakfast operator
  Bed and breakfast operators manage the daily operations of a bed and breakfast establishment. They ensure the guests' needs are met. Duties A bed and breakfast operator typically d…
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Rental service representative in personal and household goods
  Rental service representatives in personal and household goods are in charge of renting out equipment and determining specific periods of usage. Personal and household goods are al…
• Insurance collector
  Insurance collectors collect payment for an overdue insurance bill. They specialise in all areas of insurance such as medical, life, car, travel, etc and recurrently contact indivi…
• Bank teller
  Bank tellers deal most frequently with customers of the bank. They promote the banks products and services, and provide information about the customers personal accounts and relate…
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Car leasing agent
  Car leasing agents represent businesses involved in financing vehicles, offering appropriate leasing schemes and additional services related to the vehicle. They document transacti…
• Rental service representative
  Rental service representatives are in charge of renting out equipment and determining specific periods of usage. They document transactions, insurances and payments. Other titles T…
• Stock trader
  Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
• Tax compliance officer
  Tax compliance officers collect fees, debt, and taxes on behalf of government institutions in cities, municipalities and other jurisdictions. They perform administrative duties and…
• Securities trader
  Securities traders purchase and sell securities such as stocks, bonds and shares on their own account or on their employers account based on their expertise in the financial market…
• Rental service representative in water transport equipment
  Rental service representatives in water transport equipment are in charge of renting out equipment and determining specific periods of usage. They document transactions, insurances…
• Accommodation manager
  Accommodation managers are in charge of managing the operations and overseeing the strategy for a hospitality establishment. They manage human resources, finances, marketing and op…
• Education administrator
  Education administrators organise and manage the administration, support systems and (student) activities of an educational institution. They perform a range of administrative, sec…
• Rental service representative in office machinery and equipment
  Rental service representatives in office machinery and equipment are in charge of renting out equipment and determining specific periods of usage. They document transactions, insur…
• Steward/stewardess
  Stewards/stewardesses perform food and beverage service activities on all land, sea and air travel services. Other titles The following job titles also refer to steward/stewardess:…
• Rental service representative in air transport equipment
  Rental service representatives in air transport equipment are in charge of renting out equipment and determining specific periods of usage. They document transactions, insurances a…
• Financial trader
  Financial traders buy and sell financial products such as assets, shares and bonds for private clients, banks or companies. They monitor the financial markets closely and aim to ma…
• Pawnbroker
  Pawnbrokers offer loans to clients by securing them with personal objects or items. They assess the personal items given in exchange for the loan, they determine their value and…
• Ship steward/ship stewardess
  Ship stewards and ship stewardesses work on board the vessel to provide services to passengers such as serving meals, housekeeping, welcoming passengers and explaining safety proce…
• Post office counter clerk
  Post office counter clerks sell products and services at a post office. They assist customers with picking up and sending mail. Post office counter clerks also sell financial produ…
• Travel agent
  Travel agents design and market travel programme itineraries for potential travellers or visitors. Duties The duties of a travel agent include, but are not limited to: Arranging le…
• Licensing manager
  Licensing managers oversee licenses and rights of a company regarding use of its products or intellectual property. They ensure that third parties comply with specified agreements …
• Real estate investor
  Real estate investors buy and sell own real estate such as apartments, dwellings, land and non-residential buildings to make a profit. They might actively invest in these propertie…
• Hospitality establishment receptionist
  Hospitality establishment receptionists provide first point of contact and assistance to the guests of a hospitality establishment. They are also responsible for taking bookings, p…
• Rental service representative in construction and civil engineering machinery
  Rental service representatives in construction and civil engineering machinery are in charge of renting out equipment and determining specific periods of usage. They document trans…
• Stock broker
  Stock brokers act on behalf of their individual or institutional clients to buy and sell stocks and other securities. They are in close contact with their clients and ensure…
• Camping ground operative
  Camping ground operatives perform customer care in a campsite facility and other operational work. Other titles The following job titles also refer to camping ground operative: cam…
• Shipbroker
  Shipbrokers act as intermediaries between buyers and sellers of ships, cargospace on ships and charter ships for the transfer of cargo. They inform clients on the shipping market m…
• Insurance broker
  Insurance brokers are natural or legal persons who provide insurance. They are also called insurance intermediaries. Insurance brokers promote, sell and provide advice on various i…
• Rental service representative in trucks
  Rental service representatives in trucks are in charge of renting out equipment and determining specific periods of usage. They document transactions, insurances and payments. Othe…
• Rental service representative in recreational and sports goods
  Rental service representatives in recreational and sports goods are in charge of renting out equipment and determining specific periods of usage. They document transactions, insura…
• Bank treasurer
  Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
• Foreign exchange cashier
  Foreign exchange cashiers process cash transactions from clients in national and foreign currencies. They provide information on the conditions and exchange rates for buying and se…
• Rental service representative in agricultural machinery and equipment
  Rental service representatives in agricultural machinery and equipment are in charge of renting out equipment and determining specific periods of usage. They document transactions,…
• Billing clerk
  Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly custome…
• Securities broker
  Securities brokers create the connection between the investors and the available investment opportunities. They purchase and sell securities on their clients' behalf based on their…
• Property assistant
  Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise the…
• Tax inspector
  Tax inspectors are responsible for the calculation of taxation and the ensurance of its timely payment by individuals and organisations. They provide information and guidance conce…
• Pension scheme manager
  Pension scheme managers coordinate pension schemes in order to provide benefits in retirement to individuals or organisations. They ensure the daily deployment of the pension fund …
• Rental service representative in video tapes and disks
  Rental service representatives in video tapes and disks are in charge of renting out equipment and determining specific periods of usage. They document transactions, insurances and…
• Bankruptcy trustee
  Bankruptcy trustees administer a client's bankruptcy case, investigate legal documentation for fraud possibilities and manage the money received from the sale of non-exempt propert…
• Headteacher
  Headteachers manage the day-to-day activities of an educational institution. They make decisions concerning admissions and are responsible for meeting curriculum standards, which f…
• Asset manager
  Asset managers invest a client's money into financial assets through vehicles such as investment funds or the management of individual clients' portfolios. This includes the manage…
• Commodity trader
  Commodity traders use negotiation techniques to sell and buy physical goods and raw materials such as gold, cattle, oil, cotton and wheat on the trading floor. They receive and…
• Flight attendant
  Flight attendants perform a variety of personal services conducive to the safety and comfort of airline passengers during flight. They greet passengers, verify tickets, and directs…
• Rental service representative in cars and light motor vehicles
  Rental service representatives in cars and light motor vehicles are in charge of renting out vehicles and determining specific periods of usage. They document transactions, insuran…
• Train attendant
  Train attendants work on trains to provide services to passengers such as welcoming passengers, answering their questions and serving meals. Duties Train attendants typically do th…
• Investment clerk
  Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financia…

Optional for

• Insurance claims handler
  Insurance claims handlers ensure that all insurance claims are handled accurately and that payment for valid claims is made to the policyholders. They use statistical data and rep…
• Securities analyst
  Securities analysts conduct research to gather and analyse financial, legal, and economic information. They interpret data on the price, stability, and future investment trends in …
• Commercial sales representative
  Commercial sales representatives represent a company in selling and providing information on goods and services to businesses and organisations. Duties The duties of a commercial s…
• Commodity broker
  Commodity brokers act as intermediary between buyers and sellers of movable and immovable property such as raw materials, livestock or real estate. They negotiate prices and receiv…
• Financial manager
  Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, e…
• Social security officer
  Social security officers advise clients on social security benefits and ensure they claim the benefits they are eligible for, as well as providing advice on promotions and other av…
• Secretary
  Secretaries perform a variety of administrative tasks to help keep an organisation run smoothly. They answer telephone calls, draft and send e-mails, maintain diaries, arrange appo…
• Bank account manager
  Bank account managers advise prospective clients on the type of banking accounts suitable for their needs. They work with clients to set up the bank account and remain their…
• Pensions administrator
  Pensions administrators perform administrative duties in the management of pension schemes, ensuring the correct calculation of client's pension benefits, compliance with legal req…
• Public finance accountant
  Public finance accountants head the treasury department of a governmental institution. They manage the institution's financial administration, expenditure and income generation, an…
• Tax clerk
  Tax clerks collect financial information in order to prepare accounting and tax documents. They also perform clerical duties. Duties The duties of a tax clerk include, but are not……
• Securities underwriter
  Securities underwriters assist an institution in selling and buying debt securities. These securities may include corporate stocks, preferred stock, government bonds and other type…
• Tourist animator
  Tourist animators develop and organise entertainment activities for guests of a hospitality establishment. They set up and coordinate activities to entertain customers. Duties Here…
• Investment fund management assistant
  Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist …
• Artisan papermaker
  Artisan papermakers create paper slurry, strain it on screens, and dry it manually or using small scale equipment. Other titles The following job titles also refer to artisan paper…
• Back office specialist
  Back office specialists perform operation of administrative and organisational nature in service of running a financial company. They process administration, take care of financial…
• Accounting assistant
  Accounting assistants record and report ticketing accounting situations to the accountant they work with, verify deposits and prepare daily reports and income. They arrange authori…
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
• Bookkeeper
  Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all …
• Mutual fund broker
  Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds, and money-market securities. They engage with investors by inquiring about the…
• Real estate leasing manager
  Real estate leasing managers set up the lease or rental efforts of an apartment community and properties not in co-ownership and also manage the leasing staff. They produce, track,…
• Dividend analyst
  Dividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in ord…
• Accountant
  Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide …
• Veterinary receptionist
  Veterinary receptionists provide reception and office/administrative support in a veterinary practice, scheduling appointments and receiving clients, sale and advice on animal rela…
• Foreign exchange broker
  Foreign exchange brokers buy and sell foreign currencies on behalf of their clients to secure a profit on fluctuations in foreign exchange rates. They undertake technical analysis …
• Civil service administrative officer
  Civil service administrative officers perform administrative duties in civil service organisations and government departments. They ensure record maintenance, handle enquiries and …