ISCO 08 Code 331       Financial and mathematical associate professionals

Lead Statement

Financial and mathematical associate professionals place a value on various items and property, maintain records of financial transactions, analyze loan application information and render a decision, buy and sell financial instruments, and perform mathematical and related calculations.

Task statement

• 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.

Notes

(NCvB; Mei 2010)