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| Accounting Clerk | An accounting clerk may be responsible for posting payments to outstanding accounts, balancing and verifying correct payments applications, researching and resolving unidentified payments, researching and applying incoming wire transfers to correct accounts, and maintaining various spreadsheets supporting cash entries. |
| Bank Teller | An employee of a bank who deals directly with customers. Bank tellers are responsible for basic depository and lending transactions. A bank teller’s duties also include, but are not limited to, balancing cash drawers and ATMs, issuing cashier’s checks, travelers’ checks, and money orders, promoting the financial institutions’ products, and resolving customer issues. |
| Bookkeeper | A person responsible for keeping track of financial records or documents. |
| Chief Financial Officer | The corporate officer who is responsible for overseeing and managing the financial activities and policies of an entire company. |
| Controller | A person who maintains and supervises accounting and financial reporting. The controller (or comptroller) maintains and audits business accounts. |
| Credit Counselor | A person who offers advice to consumers on repaying or eliminating debt. Credit counseling also may involve working with financial institutions to establish debt management plans. Also known as a debt counselor. |
| Entry Level | A job that doesn’t require prior work experience, making it suitable for someone who is new to the field or has just graduated and is looking for a first job. |
| Estate Planner | A person who helps with individual and corporate estates. Estate planning includes tax planning, drafting a last will and trust, and setting up trust funds. Works with an estate owner or creates an estate plan. Estate plans help individuals and families avoid federal estate taxes. |
| Finance Manager | A finance manager is responsibilities for budgeting, forecasting, pricing analysis, product-line analysis, and decision support for the organization. |
| Financial Advisor | A professional who provides financial planning and advice on financial matters. |
| Financial Planner | A trained professional who advises people on a variety of personal financial issues which include but are not limited to retirement, investment, tax, estate, and business planning. Financial planners also help people deal with cash flow management, education planning, insurance planning, and risk management planning. |
| Financial Software Designer | A person who designs, develops, tests, and/or evaluates software relating to the finance industry. |
| Insurance Agent | A person who helps individuals, families, and businesses choose from a wide range of insurance policies that can best meet their needs. There are independent insurance agents that may represent several companies, or “captive” insurance agents who work for one particular insurance company. Some insurance agents sell securities such as mutual funds and/or variable annuities. |
| Insurance Claims Representative | An insurance claims representative investigates, evaluates, coordinates, and settles property and bodily injury claims presented by policyholders and third parties accurately, efficiently, and timely in accordance with established departmental policies, practices, and procedures while complying with all regulatory and internal compliance standards. |
| Investment Banker | Someone who acts as an underwriter for corporations issuing securities. Investment bankers also offer advisory services, corporate restructuring, as well as facilitate mergers and acquisitions. |
| Loan Officer | The person who serves as the middleman between borrowers and lending institutions. Loan officers typically work for financial institutions and generally specialize in one area of lending such as commercial, consumer, or mortgage loans. |
| Mortgage Loan Processor | A loan processor prepares mortgage loan files by reviewing loan applications, clarifying or obtaining additional information, confirming mortgage loan application information by mailing verification forms and contacting verification sources, and obtaining mortgage loan documentation by ordering credit reports, appraisals, titles, and related information. |
| Securities broker | A securities broker generates her own clientele, usually by cold-calling and networking. She buys and sells securities on behalf of her clients. |
| Tax Preparer | A person who prepares tax returns for individuals, families, and businesses. A tax prepare typically doesn’t have the responsibilities of a CPA, or Certified Public Accountant. |
