NOC 14201 - Banking, insurance and other financial clerks

Job Summary

Provide clerical support for financial transactions, recordkeeping, and client inquiries in a banking and insurance environment. Ensure accurate processing of documents and adherence to established procedures and regulatory requirements.

Number of Positions

1

Main Duties

• Process routine financial transactions such as deposits, withdrawals, payments, and transfers accurately and efficiently.
• Verify, reconcile and update account records and prepare periodic reports for internal use.
• Maintain and organize client files, documentation, and electronic records to ensure completeness and accessibility.
• Respond to customer inquiries by phone, email or in person and provide information on account status and basic products or services.
• Prepare and process insurance forms, claims documentation, invoices, and other financial paperwork as required.
• Follow internal controls, security procedures and assist with audits and compliance-related tasks.

Requirements

• Secondary school diploma or equivalent.
• Post-secondary education or coursework in business, accounting or finance is an asset.
• Minimum one year of experience in a clerical, banking, insurance or financial services role preferred.
• Proficiency with office software (word processing, spreadsheets) and experience with data entry.
• Strong numeracy, attention to detail and ability to perform repetitive transactions accurately.
• Ability to handle confidential information responsibly and follow regulatory and company procedures.

Required Skills

• Accurate data entry and recordkeeping
• Customer service and clear verbal/written communication
• Basic accounting and reconciliation skills
• Proficiency with spreadsheet and office applications
• Attention to detail and problem-solving
• Time management and ability to prioritize tasks

Benefits

Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location.

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About GTR Worldwide

We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement.

At GTR Worldwide , we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.

Disclaimer

The job postings published by GTR Worldwide on this website are for future openings. Postings may be based on occupations and jobs that are expected to be in demand in Canada. Due to the high volume of applications received, this website cannot guarantee that any position is still open or that employment will be offered to every applicant.

GTR Worldwide is not responsible for wages, working conditions, workplace safety, or any other aspects of employment. Every candidate is responsible for conducting their own research about the organization and making informed decisions before accepting any position or offer.

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If you have any concerns, feel free to contact us by calling our number View phone number on gtrworldwide.zohorecruit.com , WhatsApp: View phone number on gtrworldwide.zohorecruit.com or by email at Show email .