recording and transmitting buy and sell orders for securities, stocks, bonds or other financial instruments and for foreign exchange for future or immediate delivery
// Minor group · 331
Financial and Mathematical Associate Professionals
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.
3 Technicians and Associate Professionals / 33 Business and Administration Associate Professionals / All level 3
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.
Included occupations
Occupations in this minor group are classified into the following unit groups:
3311 Securities and Finance Dealers and Brokers
3312 Credit and Loans Officers
3313 Accounting Associate Professionals
3314 Statistical, Mathematical and Related Associate Professionals
3315 Valuers and Loss Assessors