Financial and mathematical associate professionals place a value on various items and property, maintain records of financial transactions, analyse loan application information and render a decision, buy and sell financial instruments, and perform mathematical and related calculations.
Tasks performed usually include: recording and transmitting buy and sell orders for securities, stocks, bonds or other financial instruments and for foreign exchange for future or immediate delivery; submitting credit and loan applications to management with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected; maintaining complete records of all financial transactions of an undertaking according to general bookkeeping principles, with guidance from accountants; assisting in planning and performing mathematical, statistical, actuarial, accounting and related calculations.