Financial and Insurance Clerks
Minor Group
ANZSCO CODE - 552

Most occupations in this minor group have a level of skill commensurate with the qualifications and experience outlined below.

In Australia:

• AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3); or
• AQF Certificate II or III (ANZSCO Skill Level 4)

In New Zealand:

• NZQF Level 4 qualification (ANZSCO Skill Level 3); or
• NZQF Level 2 or 3 qualification (ANZSCO Skill Level 4)

At least one year of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.

• answering customer inquiries about bank accounts, credit standing and loans
• receiving deposits of money from and paying withdrawals of money to customers, and crediting and debiting their accounts
• processing and authorising the approval of credit and loan applications
• offering and varying odds on sporting events, and accepting and paying out bets
• processing insurance applications, adjustments to cover and claims against policies
• maintaining records of securities registrations and transactions
• compiling tables, graphs and charts