Total 25 clerk job vacancies in Finance / Banking / Insurance category in The United States of America

1. Monitor and record expenses related to marine operations, including fuel, maintenance, repairs, and supplies.
2. Assist in developing and maintaining budgets for marine projects, ensuring expenses stay within allocated funds.
3. Review and process invoices from vendors and suppliers, verifying accuracy and resolving discrepancies.
4. Enter financial data into accounting software or spreadsheets accurately and in a timely manner.
5. Prepare regular reports on cost performance, budget variances, and financial trends for management review.
6. Analyze cost data to identify areas for cost-saving opportunities and efficiency improvements.
7. Maintain organized records of financial documents, such as invoices, receipts, and purchase orders.
8. Ensure compliance with company policies, accounting principles, and regulatory requirements in all cost-related activities.
9. Collaborate with other departments, vendors, and stakeholders to gather information and resolve cost-related issues.
10. Provide support to senior cost management personnel in various tasks, such as cost forecasting, financial analysis, and project planning.

Responsibilities:

• Prepare & generate renewals on the Company's Business Package Online Platform
• Sending out email renewal invites & reminders to the intermediaries
• Assist on new business, renewal & endorsement issuance online
• Generating renewal retention reports to the team on a fortnightly basis
• Assist on any other ad-hoc task as assigned by the Team

Requirements:

• Minimum GCE 'O' Level with at prior administrative experience
• Able to commit for 6 months
• Working hours: Mon-Fri, 830am - 5.45pm

Interested applicant, kindly send your detailed resume to jerlinaw@recruitexpress.com.sg

CEI no.: Jerlin Aw Bi Zhi (R1218675)

Recruit Express Pte Ltd

EA Licence no.: 99C4599

Once you understand the requirements outlined in the advert, please ensure your application accurately reflects where you match them. For further information regarding the role please read the attached Job Description and Person Specification.

Once you understand the requirements outlined in the advert, please ensure your application accurately reflects where you match them. For further information regarding the role please read the attached Job Description and Person Specification.

Please refer to the detailed job description and main responsibilities for this vacancy within the job description attached.

Finance Clerk Job Description

A master multi-tasker with excellent communication skills and an upbeat attitude. As a financial clerk, you will be required to update and maintain our financial database and records, perform regular audits and account reconciliations, and provide customer support.

To ensure success as a financial clerk, you should be mathematically and analytically minded and demonstrate accuracy in your work. A skilled financial clerk should demonstrate detailed knowledge of accounting and bookkeeping processes and be able to quickly identify financial discrepancies.

Responsibilities:

• Preparing and processing financial documents such as bills, receipts, and invoices.
• Updating and maintaining the database, financial records, and filing systems.
• Tracking and monitoring financial transactions.
• Reviewing financial records, documents, and information to ensure their accuracy.
• Performing account reconciliations and audits.
• Reporting financial discrepancies, errors, and customer complaints to the supervisor.
• Compiling financial spreadsheets, reports, statements, and other documents, as needed.
• Providing customer service by answer questions and resolving queries and issues.
• Ensuring that the financial office supplies are maintained.
• Assisting with administrative tasks such as filling out forms, filing, and answering phone calls and emails.

Requirements:

· Diploma, equivalent or higher with relevant experiences.

• Bilingualism in English and Chinese is a must.
• A minimum of 2 years of experience working as a financial clerk is preferred.
• CPA certification is advantageous.
• Proficiency in MS Office and accounting software.
• Excellent financial and mathematical skills.
• Good understanding of financial and bookkeeping processes and practices.
• Excellent verbal and written communication skills.
• The ability to provide excellent customer service.
• Strong organizational and time management skills.
• Salary S$2600-3200
• Singaporean, Singapore PR and Malaysian only

Interested applicants, kindly forward your detailed resume indicating earliest availability / notice period required, current and expected salary via email to: sghr@sgbom.com

We regret that only shortlisted candidates will be notified.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Hull & Company, LLC is seeking an Entry Level Insurance Clerk for its growing team in Dallas Texas.

To efficiently administer and be responsible for all duties associated with policy processing, including sufficient familiarity and knowledge of department operations to a degree that will expedite workflow through the office. This position requires attention to detail, communication with Account Executives and assistants and sufficient control and discipline to insure a high degree of accuracy within the systems.

WHO YOU ARE:

You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

WHAT YOU’LL DO:

• Receives and reviews brokerage policies from carrier. Verifying required information

• Prepare policies for delivery to retail Agent by applying required stamps & correspondence   

• Independently handle policy issuance, policy logs, responsibility of policies to company.

• Review Binding polices in policy files and deliver to agents.

• Assist in mail transmittal to companies or producers as required.

• pull suspense as needed, keeping them current and in good order

• Issue and distribute certificates, forms and other materials as required with guidance from the Account Executive or Account Executive Assistant

• Communicate with producers on basic issues with form letters to secure required documentation.

• Refer to Department Manager or Account Executive where additional counsel is required to affect a timely and proper handling.

• Become thoroughly familiar with use of Outlook, PIPS, Word Processing

• Performs related duties as needed or assigned, such as filing, photocopying, imaging and collating.

WHAT YOU’LL NEED:

• 2 years’ experience as a Processor or comparable position.

• Ability to learn multiple computer systems for processing information.

• Ability to maintain a high level of professionalism.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Potential for discretionary bonuses

• Paid time off

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

For over 50 years, Hull & Company has provided a wide variety of commercial products from the top specialty carriers in our business. Thanks to the successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

SUMMARY

The Senior Mortgage Clerk issues appraisal/contractor payments on liquidation appraisal orders, processes mortgage loss mitigation servicing, possess knowledge of the Debt Collection Improvement Act of 1996 transaction processing, provides Guaranteed Loan Support services, provides Customer Service support, supports the Mortgage Origination/Underwriting Auditor, and uses discretion and confidentiality in fulfilling the requirements of this position.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Essential duties and responsibilities include the following.  Other duties may be assigned.

Procures information from Insurance Companies via Telephone.

Processes tasks in LoanServ.

Updates insurance information in LoanServ.

Issues payments to insurance companies.

Works & imports correspondence in the Electronic Customer File.

Prepares & documents global system notes in Sagent.

Researches accounts and provide resolution.

Reviews and processes Debt Settlement packet.

Sends debt settlement application.

Processes charge off and debt cancellations.

Processes Skip trace information.

Indexes signed Ream agreements.

Responsible for SFH-Guaranteed Loan Program support.

Processes loss claims according to SFG-GLP regulations, policies and procedures.

Performs account research and provides detailed analysis and advice to management and customers.

Provides Lender/Servicer customer service support regarding account via email and phone.

Provides loss claim related assistance on projects to support the SFH-GLP and the SFH Claims Branch.

Processes all loss claim related sub tasks.

Other duties, such as: Prepare UPS labels for overnight mailings, data entry, image documents, sort/scan incoming mail, answers phone calls, voicemail, status calls and emails.

Initiates tasks in the imaging workflow as appropriate from centralized SO SFH-G lender email account for SCB and SSB.

Ensures all calls and emails from the centralized SO SFH-G lender email account and phone lines are responded to according to procedure and servicing standards.

Processes Chapter 13 Bankruptcy cases.

Processes Chapter 7 Bankruptcy cases.

410A Bankruptcy History.

Plans daily activities within the guidelines of company policy, job description and supervisor’s instruction in such a way as to maximize personal output.  

  

Responsible for aiding in own self-development by being available and receptive to all training made available by the company. 

  

Responsible for keeping own immediate work area in a neat and orderly condition to ensure safety of self and co-workers. Will report any unsafe conditions and/or practices to the appropriate supervisor and Human Resources. Will immediately correct any unsafe conditions as the best of own ability. 

CNI CORE COMPETENCIES

Responsible for the integration of CNI Core Competencies into daily functions, including commitment to integrity, knowledge/quality of work, supporting financial goals of the company, initiative/motivation, cooperation/relationships, problem analysis/discretion, accomplishing goals through organization, positive oral/written communication skills, leadership abilities, commitment to Affirmative Action, reliability/dependability, flexibility and ownership/accountability of actions taken.

COMPLIANCE

Promotes and encourages a culture of compliance with all applicable rules (federal, state, local, Federal Acquisition Regulations, Code of Federal Regulations, Prime Contract requirements, etc.) for themselves and the company as a whole. Fosters an environment in which they will report any violations or reasonably suspected violation of CNI policy, FAR, and/or CFR and are comfortable discussing the myriad compliance, conflict, FAR, CFR, etc. issues that arise during the performance of a government contract.  

EDUCATION/EXPERIENCE

Bachelor's degree and a minimum of three (3) years’ relevant experience, or equivalent combination of education/ experience.

CERTIFICATES/LICENSES/REGISTRATION

Must be able to pass a customer background check for access to facilities, equipment and property. This Homeland Security Investigation requires U.S. Citizenship or Permanent Resident (Green Card) status. 

JOB SPECIFIC KNOWLEDGE/SKILLS/ABILITIES
Possesses knowledge of the Debt Collection Improvement Act of 1996 transaction processing.
Excellent verbal and written communications skills.
Excellent customer service skills with ability to represent company in a positive and competent manner.
Solid organization skills relevant to carrying out day-to-day responsibilities with ability to manage multiple priorities.
Extremely detail-oriented with ability to quickly grasp business needs and issues.
Ability to work both independently and in a team environment toward the successful achievement of goals.
Excellent computer skills with advanced proficiency in Microsoft Office programs (i.e., Excel, Access, Word and Outlook).

LANGUAGE SKILLS

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Work is primarily performed in an office environment. Regularly required to sit. Regularly required use hands to finger, handle, or feel, reach with hands and arms to handle objects and operate tools, computer, and/or controls. Required to speak and hear. Occasionally required to stand, walk and stoop, kneel, crouch, or crawl. Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.  Exposed to general office noise with computers printers and light traffic. 

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT 

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

#INDCNI

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

ROLE AND RESPONSIBILITIES
The Cost Clerk is primarily responsible for calculating and investigating costs such as wages, materials, overheads, and other operating expenses.

Salary $57,000 - $67,000

QUALIFICATION AND WORK SKILL REQUIREMENTS
? At minimum AQF Certificate II or III
? Ideally, a Bachelor degree in busines administration or higher accounting related qualification
? 2 years recent work experience within the Retail Sector in the same or closely related role
? Demonstrated excellence in written, verbal and interpersonal communication skills
? Demonstrated working knowledge of Microsoft office
? Demonstrated ability to prioritise and plan work to meet deadlines
? Demonstrated attention to detail & work accuracy

PERSONAL ATTRIBUTES
Professionalism, excellent communication skills, customer service focus, strong culture of accuracy & enthusiasm to work within a team environment.

DUTIES AND RESPONSIBILITIES
Duties will include but are not limited to:
? Maintain budget information for all departments.
? The timely collecting and processing of store hosts accurately. (currently twice daily)
? Co-ordinate all emails/communications to correct departments and follow up as required.
? Preparing reports of total costs, inventory adjustments, selling prices and profits
? Preparing and processing documentation related to accounts payable and receivable
? Preparing bank reconciliations
? Allocating expenditure to specified budget accounts
? Summarising expenditure and receipts
? Prepares reports showing total cost, selling prices, or rates profits.
? Running job cost reports showing all expenses
? Drafting and maintaining records of standard costs and values for items such as inbound and outbound products and packaging supplies
? Recording standard cost variations and contract price movements across goods, wages, and outgoings
? Compiling and reconciling cost data for preparation of operating budgets, and profit and loss calculations
? Examining records, such as time and production sheets, payrolls, operations charts and schedules, to obtain data for calculations.
? Investigating costs of proposed expenditures, quotation, and estimates
? Preparing reports of total costs, inventory adjustments and selling prices and profits.
? Understanding of our stocktaking/automatic ordering system. This includes building automatic orders and advising staff of best practice when required.
? Maintenance of PLU links and dead stock reports in relation to inventory management.
? Provide reports to Store Manager
? Maintain/record and /or co-ordinate the price verification and date checking system for the store
? Identify problems or possible improvements in our activities, services, or procedures.

PERSONAL ATTRIBUTES
High presentation, professionalism, excellent communication skills with an extrovert persona, customer service focus, understanding of retail best practice, enthusiasm to work within a team environment and the enjoyment of connecting with people.

Job Summary:
The Part-time Finance Clerk will assist the Finance Department in various tasks related to financial management, analysis, and reporting. The intern will work closely with the team to support the overall finance function and help ensure accurate and timely financial information is available to stakeholders.
Key Responsibilities:
1.Assist in day-to-day financial operations, including data entry, reconciliations, and reporting.
2.Assist in the preparation of financial reports, such as balance sheets, income statements, and cash flow statements.
3.Assist in budgeting and forecasting processes.
4.Conduct financial analysis to support business decisions.
5.Participate in audits and assist in the preparation of audit schedules.
6.Assist with the implementation of financial policies and procedures.
7.Collaborate with other departments to gather financial information and ensure the accuracy of data.
8.Perform other duties as assigned.

Qualifications:
1.Currently pursuing a degree in finance, accounting, or related field.
2.Strong analytical skills and attention to detail.
3.Proficient in Microsoft Excel and other financial software.
4.Ability to work independently and as part of a team.
5.Excellent communication and interpersonal skills.
6.Strong organizational and time management skills.
7.Availability to work as part-time 2-3 days per week

Accounting clerk (Corporate Bank, up to 20k) Your new company Our client, a leading global corporate bank, is looking for talent with experience in expense payment settlement or the accounting field. Your new roleTo perform settlements of general expenses.Perform data entries and prepare vouchers, cheques, e-banking transaction receipts, etc.Verify and reconcile invoices, receipts, and expense reports.Coordinate with departments and external vendors on payment related matters.Provide support to the department and perform ad hoc duties as assigned. What you'll need to succeedHolder of a university degree or above.Proven work experience as an Accounting Clerk/ Assistant or similar roles would be an advantage.Fresh graduates with a degree in Accounting or related disciplines will also be considered.Good command of spoken and written EnglishProficiency in MS Office What you'll get in returnExposure in the banking industryWork-life balanceWork in an international and dynamic working environment What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or Contact Charmaine Wong on +852 9758 7396 or email charmaine.wong@hays.com.hk If this job isn't quite right for you, but if you are looking for a new position, please contact us. For a confidential discussion about your career.

THE COMPANY
Our client, a local Shrewsbury-based company, is seeking a Ledger Clerk for a permanent position. You will be responsible for maintaining the sub-contract ledger and processing of weekly sub-contract labour only payments.

THE ROLE
In this position within the commercial department of a local business, your responsibilities will include ensuring compliance with the company's sub-contract payment procedures for weekly labour-only contractors. You'll manage the sub-contract database, verifying up-to-date bank details and CIS status before processing payments. Additionally, you will handle certificates for payment through both matrix and non-matrix orders, aligning with CIS and VAT requirements. Building strong relationships with finance and commercial teams is essential to ensure timely payments to sub-contractors in accordance with payment terms and contractual obligations. The role also involves liaising with internal and external stakeholders, streamlining sub-contract processes, and contributing to automation efforts. Other duties include reconciling sub-contractor statements.

REQUIREMENTS
The ideal candidate should possess a minimum of two years' experience in sub-contracting, demonstrating familiarity with CIS regulations. Strong interpersonal and communication skills are crucial, given the role's interactions with both internal and external customers. The ability to meet deadlines, ensuring on-time payments to suppliers and contractors, is essential. Proficiency in IT, especially in Excel and Word, is preferred, and knowledge of the COINS Accounting System would be advantageous, though full training will be provided.

COMPANY BENEFITS
The company offers good working conditions, including onsite parking, with a flexible 40-hour workweek from Monday to Friday with a half-hour lunch break. Employees enjoy 22 days of annual leave plus standard Bank Holidays. The office provides a pleasant working environment near the M54 motorway. The salary for this position ranges from £24,000 to £28,000 per annum.

Job Description: Responsible for daily Futures and Securities settlement processing. Assist in Daily operation of relevant internal and external back-office systems. Liaise with relevant parties to follow up any settlement and operation related issues and enquiries. Willing to serve Mainland China clients and Fluent in spoken Putonghua will be an advantage. Good computer skills with MS Word & Excel. Take up other ad-hoc projects and assigned duties. Able to work on public holiday. Immediate available is highly preferred. (Welcome IANG students & 新來港定居人士 to Apply). Candidates with less experience will be considered as Trainee/Clerk. Apply please email to viennewong@gmfutures.com

Responsible for registering and triaging new patients to The Christie and Peripheral clinics on the appropriate patient administration system including routine use of case note tracking system. Assist in assessing the patients eligibility for NHS treatment and inform the appropriate senior member of staff in order for queries to be investigated. Work closely in conjunction with the Pathway Trackers and PA/ Medical Secretaries to ensure smooth work flow and good communications between departments, and that any problems are dealt with promptly. Adhere to all written instructions on the proforma with regard to scheduling and booking of appointments. Responsible for the retrieval of outside notes and films and reports as requested. To contact patients by phone with regard to their appointments and to annotate case notes. To book patients transport as per protocol and request interpreters as appropriate. Clinic preparation for outpatient clinics and theatres ensuring preparation forms and blood forms are completed and attached to clinic notes appropriately and tracked to appropriate department. File all relevant paperwork into patient case notes appropriately. Collate and disseminate all incoming and outgoing correspondence appropriately. To deal effectively with all telephone calls in conjunction with the cancellation and rebooking of patients treatments and appointments, and effectively deal with queries from patients, GPs, Hospices and other outside agencies. Responsible for sending radiotherapy treatment and RTP planning letters to patients. Preparation of case notes for admissions ensuring they are tracked to the appropriate department. General reception duties booking patients into clinics and outcoming appointments. Add to Outpatient waiting lists for radiotherapy taking instruction from a booking form and tracking case notes from peripheral clinics. Contribute to the training of new members of staff within a given area as required. Work with managers and administrative staff to review working practices, identify new improved ways of working, find solutions to problems and improve quality and range of services. Undertake general clerical tasks as delegated by the Clinical PAs and Clinical Administrators, to contribute to the smooth running of the team. This job description is not intended to be exhaustive but reflects the main responsibilities of the post holder. Other duties may be required from time to time, which are commensurate with the grade of the post. This job description is subject to regular review and appropriate modification.

Insurance Clerk / Sales Assistant Apply now Job no: 558230 Work type: Full Time Location: Joondalup Categories: Sales, Administration · Full Time Position· Guaranteed base earnings· Paths for career progression with a trusted national brand Discover a great place to work at Harvey Norman - an Australian Retail icon in the home and lifestyle space. The Harvey Norman Joondalup Flooring Clearance Centre Team is seeking a passionate, customer service focused Insurance Clerk / Sales Assistant to join them in delivering Great Service, Always! to their customers. In this role, you will have a good understanding of purchasing processes, general retail operations and liaising with customers providing exceptional customer service. To be successful you must:·  Have a passion for retail·  Be highly motivated and results driven person with outstanding customer service and communication skills·  Enjoy working in a team environment What we require:·  Excellent communication skills in both verbal and written English·  To be highly organised and possess great time management skills·  Experience in filing, creditors, debtors, banking, reconciling and general Adhoc·  Must be motivated and have a great eye for detail·  Able to work with minimal supervision·  Competent computer skills with sound knowledge in Excel and Word·  Experience of resolving customer complaint and making quick decisions to ensure happy customers and timely accurate services·  Enthusiasm and willingness to learn with a 'can do' attitude·  Have the ability to prioritise workload and meet deadlines·  Flexibility across retail trading hours including weekends, public holidays and late night trades What we offer:·  Generous staff discounts·  Harvey Norman is a strong advocate of career progression with a wide support network for professional development·  An environment where good performance is recognised and rewarded·  A flexible and positive work environment If this role exhilarates your passion for a new opportunity then please submit your application for consideration. Advertised: 11 Dec 2023 W. Australia Standard Time Back to search results Apply now

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