431290 - Other Statistics, finance, and insurance clerks

This classification includes other statistics, finance, and insurance officials not listed in the 4312 subgroup „Statistics, finance, and insurance clerks” who manage finances. He is responsible for calculations, issuing invoices, data entry into the accounting system, and other tasks related to financial management.

Main activities

* get to know each client to understand his financial situation and needs;
* provide advice on possible financial decisions and assistance to the client in making necessary decisions;
* provide clients with various financial services, e.g., deposits, loans, investments, and insurance services;
* help the client to create a suitable financial plan that will help achieve the client's financial goals;
* manage clients' financial documents, make contracts, and collect payments.

Characteristic competences

* effectively communicate with clients and other specialists;
* properly collect and neatly arrange data;
* use calculation programs, e.g., Microsoft Excel, R, SAS;
* analyze and interpret statistical data;
* good communication and interpersonal skills.