Maintain records of financial transactions

Description

Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

Occupations requiring this skill

This section is generated automatically.

Skill demand overview
  • Essential in 16 occupations
  • Optional in 20 occupations
  • Total: 36 occupations
  • Most common in: ISCO major group 3 (Technicians and associate professionals)

Essential 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 r…
  • Vehicle maintenance supervisor
    Vehicle maintenance supervisors assume responsibility for the day-to-day operation of a service station. Duties Vehicle maintenance supervisors typically do the following: Supervis…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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

  • 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…
  • Financial auditor
    Financial auditors collect and examine financial data for clients, organisations and companies. They ensure the financial data is properly maintained and free of material misstatem…
  • 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 …
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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 …
  • 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…
  • Property acquisitions manager
    Property acquisitions managers ensure land or property acquisition transactions. They liaise with relevant stakeholders concerning financial aspects and risks arising from property…
  • 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,…
  • 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,…
  • 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…
  • 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…
  • 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 …
  • Futures trader
    Futures traders undertake daily trading activities in the futures trading market by buying and selling futures contracts. They speculate on the futures contracts' direction, trying…

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