TCFCA 学习空间
TCFCA 学习空间
Banking, insurance and other financial clerks
银行、保险和其他财务人员编制、处理和维护银行、保险和其他财务信息。他们受雇于银行、信贷公司、私营和公共保险机构、投资公司以及私营和公共部门的其他金融机构。
Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.
中文内容为本站机器翻译，未经加拿大政府审核；申请与职业匹配请以英文原文为准。
银行职员
Bank Clerks
编制存款、取款、贷款和抵押付款、支票以及证券购买、出售和交换的记录
Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
处理贷款和抵押贷款申请、贷款和抵押付款、退休储蓄计划申请、定期存款、汇票和汇票
Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
验证和平衡自动柜员机交易和分类账条目，计算服务费和利息支付，并通知客户有关账户差异和被扣押的银行卡
Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
解答查询并提供有关银行产品、政策和服务的信息
Answer enquiries and provide information on banking products, policies and services
可以出售汇票、汇票、旅行支票和外币，租用保险箱以及开立和关闭储蓄、支票和其他账户。
May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
保险业务员
Insurance clerks
处理注册、取消、索赔交易、保单变更和保费支付
Process enrolments, cancellations, claims transactions, policy changes and premium payments
审查保险申请并核实保险范围、已付保费和其他保险信息
Review insurance applications and verify insurance coverage, premiums paid and other insurance information
计算保险费、养老金福利和年金付款
Calculate insurance premiums, pension benefits and annuity payments
编制和维护索赔数据、费率以及保险数据和记录
Compile and maintain claims data, rates and insurance data and records
回答查询并提供有关保险产品、保单和服务的信息。
Answer enquiries and provide information on insurance products, policies and services.
其他财务文员
Other financial clerks
编制和维护租赁、销售和其他房地产清单
Compile and maintain rental, sale and other real estate listings
编制和维护股票、债券和其他证券清单
Compile and maintain stock, bond and other securities listings
分类、验证和处理房地产、证券和其他金融交易
Sort, verify and process real estate, securities and other financial transactions
回答询问并回复信件。
Answer enquiries and reply to correspondence.
完成中学教育是必需的。
Completion of secondary school is required.
可能需要企业大专文凭。
A business college diploma may be required.
通常需要针对金融机构的在职培训和短期培训课程或计划。
On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.
随着经验的积累，可以晋升到主管职位。
Progression to supervisory positions is possible with experience.
会计技术员和簿记员（参见12200 会计技术员和簿记员）
Accounting technicians and bookkeepers (See 12200 Accounting technicians and bookkeepers)
客户服务代表 - 金融机构（见 64400 客户服务代表 - 金融机构）
Customer services representatives - financial institutions (See 64400 Customer services representatives - financial institutions)
主管，金融保险上班族（见12011 主管，金融保险上班族）
Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)
Source: Statistics Canada, National Occupational Classification (NOC) 2021 Version 1.0, September 28, 2021. Reproduced and distributed on an "as is" basis with the permission of Statistics Canada.
Statistics Canada CSV 不标注 individual essential duties。 本站不会把某一行自动编造成 essential duty，具体分类仍需用户或专业人士核对。