- Prepare and file payroll tax returns.
Occupations with related tasks Save Table: XLSX CSV
Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
2 | 5 | 4 | 13-2011.00 | Accountants and Auditors
|
2 | 2 | 4 | 13-1081.01 | Logistics Engineers
|
1 | 3 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
1 | 3 | 2 | 43-3071.00 | Tellers |
1 | 2 | 3 | 27-3092.00 | Court Reporters and Simultaneous Captioners |
1 | 2 | 2 | 43-4071.00 | File Clerks |
1 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
1 | 2 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
1 | 2 | 4 | 13-2023.00 | Appraisers and Assessors of Real Estate
|
1 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
1 | 1 | 3 | 43-4011.00 | Brokerage Clerks |
1 | 1 | 4 | 43-9081.00 | Proofreaders and Copy Markers |
1 | 1 | 4 | 13-1011.00 | Agents and Business Managers of Artists, Performers, and Athletes
|
1 | 1 | 4 | 13-1051.00 | Cost Estimators |
1 | 1 | 4 | 43-9111.00 | Statistical Assistants |
1 | 1 | 4 | 13-1199.05 | Sustainability Specialists
|
1 | 1 | 2 | 43-3011.00 | Bill and Account Collectors |
1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
1 | 1 | 2 | 43-5021.00 | Couriers and Messengers |
1 | 1 | 2 | 43-4151.00 | Order Clerks |
1 | 1 | 4 | 13-1121.00 | Meeting, Convention, and Event Planners
|
1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
1 | 1 | 4 | 13-2071.00 | Credit Counselors
|
1 | 1 | 4 | 13-1199.07 | Security Management Specialists
|
1 | 1 | 3 | 39-4011.00 | Embalmers |
1 | 1 | 4 | 13-1041.01 | Environmental Compliance Inspectors
|
1 | 1 | 4 | 13-1031.00 | Claims Adjusters, Examiners, and Investigators |
1 | 1 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
1 | 1 | 4 | 13-1081.02 | Logistics Analysts
|
1 | 1 | 4 | 13-1041.07 | Regulatory Affairs Specialists
|
- Prepare adjusting journal entries.
- Establish tables of accounts and assign entries to proper accounts.
- Prepare detailed reports on audit findings.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
- Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Supervise auditing of establishments, and determine scope of investigation required.
- Confer with company officials about financial and regulatory matters.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Review accounts for discrepancies and reconcile differences.
- Examine inventory to verify journal and ledger entries.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Report to management regarding the finances of establishment.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
- Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
- Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
- Represent clients before taxing authorities and provide support during litigation involving financial issues.
- Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Process invoices for payment.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- Prepare adjusting journal entries.
- Establish tables of accounts and assign entries to proper accounts.
- Prepare detailed reports on audit findings.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
- Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
- Develop or document reverse logistics management processes to ensure maximal efficiency of product recycling, reuse, or final disposal.
- Develop or document procedures to minimize or mitigate carbon output resulting from the movement of materials or products.
- Propose logistics solutions for customers.
- Develop logistic metrics, internal analysis tools, or key performance indicators for business units.
- Conduct logistics studies or analyses, such as time studies, zero-base analyses, rate analyses, network analyses, flow-path analyses, or supply chain analyses.
- Identify cost-reduction or process-improvement logistic opportunities.
- Review contractual commitments, customer specifications, or related information to determine logistics or support requirements.
- Evaluate effectiveness of current or future logistical processes.
- Prepare logistic strategies or conceptual designs for production facilities.
- Provide logistics technology or information for effective and efficient support of product, equipment, or system manufacturing or service.
- Develop or maintain cost estimates, forecasts, or cost models.
- Analyze or interpret logistics data involving customer service, forecasting, procurement, manufacturing, inventory, transportation, or warehousing.
- Determine logistics support requirements, such as facility details, staffing needs, or safety or maintenance plans.
- Direct the work of logistics analysts.
- Evaluate the use of inventory tracking technology, Web-based warehousing software, or intelligent conveyor systems to maximize plant or distribution center efficiency.
- Develop specifications for equipment, tools, facility layouts, or material-handling systems.
- Identify or develop business rules or standard operating procedures to streamline operating processes.
- Determine requirements for compliance with environmental certification standards.
- Apply logistics modeling techniques to address issues, such as operational process improvement or facility design or layout.
- Prepare or validate documentation on automated logistics or maintenance-data reporting or management information systems.
- Create models or scenarios to predict the impact of changing circumstances, such as fuel costs, road pricing, energy taxes, or carbon emissions legislation.
- Provide logistical facility or capacity planning analyses for distribution or transportation functions.
- Design plant distribution centers.
- Interview key staff or tour facilities to identify efficiency-improvement, cost-reduction, or service-delivery opportunities.
- Design comprehensive supply chains that minimize environmental impacts or costs.
- Determine feasibility of designing new facilities or modifying existing facilities, based on factors such as cost, available space, schedule, technical requirements, or ergonomics.
- Review global, national, or regional transportation or logistics reports for ways to improve efficiency or minimize the environmental impact of logistics activities.
- Evaluate the use of technologies, such as global positioning systems (GPS), radio-frequency identification (RFID), route navigation software, or satellite linkup systems, to improve transportation efficiency.
- Conduct environmental audits for logistics activities, such as storage, distribution, or transportation.
- Assess the environmental impact or energy efficiency of logistics activities, using carbon mitigation software.
- Develop or document reverse logistics management processes to ensure maximal efficiency of product recycling, reuse, or final disposal.
- Develop or document procedures to minimize or mitigate carbon output resulting from the movement of materials or products.
- File and retrieve corporate documents, records, and reports.
- Prepare responses to correspondence containing routine inquiries.
- Provide clerical support to other departments.
- Manage and maintain executives' schedules.
- Make travel arrangements for executives.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
- Answer phone calls and direct calls to appropriate parties or take messages.
- Open, sort, and distribute incoming correspondence, including faxes and email.
- Greet visitors and determine whether they should be given access to specific individuals.
- Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Attend meetings to record minutes.
- Process payroll information.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
- File and retrieve corporate documents, records, and reports.
- Prepare responses to correspondence containing routine inquiries.
- Provide clerical support to other departments.
- Sort and file deposit slips and checks.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Monitor bank vaults to ensure cash balances are correct.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Compute financial fees, interest, and service charges.
- Process and maintain records of customer loans.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Sort and file deposit slips and checks.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- File a legible transcript of records of a court case with the court clerk's office.
- Type court orders for judges.
- Record verbatim proceedings of courts, legislative assemblies, committee meetings, and other proceedings, using computerized recording equipment, electronic stenograph machines, or stenomasks.
- Proofread transcripts for correct spelling of words.
- Provide transcripts of proceedings upon request of judges, lawyers, or the public.
- Transcribe recorded proceedings in accordance with established formats.
- Log and store exhibits from court proceedings.
- File and store shorthand notes of court session.
- Verify accuracy of transcripts by checking copies against original records of proceedings and accuracy of rulings by checking with judges.
- Respond to requests during court sessions to read portions of the proceedings already recorded.
- Record symbols on computer storage media and use computer aided transcription to translate and display them as text.
- Take notes in shorthand or use a stenotype or shorthand machine that prints letters on a paper tape.
- Record depositions and other proceedings for attorneys.
- Ask speakers to clarify inaudible statements.
- File a legible transcript of records of a court case with the court clerk's office.
- Type court orders for judges.
- Add new material to file records or create new records as necessary.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Answer questions about records or files.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Gather materials to be filed from departments or employees.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Track materials removed from files to ensure that borrowed files are returned.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Modify or improve filing systems or implement new filing systems.
- Design forms related to filing systems.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Add new material to file records or create new records as necessary.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- File and maintain records.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Receive payment and record receipts for services.
- Schedule appointments and maintain and update appointment calendars.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- Hear and resolve complaints from customers or the public.
- Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
- Analyze data to determine answers to questions from customers or members of the public.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Conduct tours or deliver talks describing features of public facilities, such as a historic site or national park.
- File and maintain records.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Stamp messages with time and date and file them appropriately.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
- Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
- Greet visitors, log them in and out of the facility, assign them security badges, and contact employee escorts.
- Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
- Record messages, suggesting rewording for clarity or conciseness.
- Page individuals to inform them of telephone calls, using paging or interoffice communication equipment.
- Relay or route written or verbal messages.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Place telephone calls or arrange conference calls as instructed.
- Process incoming or outgoing mail, packages, or deliveries.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Monitor alarm systems to ensure that secure conditions are maintained.
- Contact security staff members when necessary, using radio-telephones.
- Complete forms for sales orders.
- Answer simple questions about clients' businesses, using reference files.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Stamp messages with time and date and file them appropriately.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect new construction and major improvements to existing structures to determine values.
- Collect and analyze relevant data to identify real estate market trends.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Identify the ownership of each piece of taxable property.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Explain real and personal property taxes to property owners.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Examine income records and operating costs of income properties.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Maintain familiarity with aspects of local real estate markets.
- Search public records for transactions such as sales, leases, and assessments.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Verify legal descriptions of properties by comparing them to county records.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Approve applications for property tax exemptions or deductions.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- File, type, or operate standard office machines.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- File, type, or operate standard office machines.
- Archive documents, conduct research, and read copy, using the internet and various computer programs.
- Mark copy to indicate and correct errors in type, arrangement, grammar, punctuation, or spelling, using standard printers' marks.
- Read corrected copies or proofs to ensure that all corrections have been made.
- Correct or record omissions, errors, or inconsistencies found.
- Compare information or figures on one record against same data on other records, or with original copy, to detect errors.
- Route proofs with marked corrections to authors, editors, typists, or typesetters for correction or reprinting.
- Consult reference books or secure aid of readers to check references with rules of grammar and composition.
- Consult with authors and editors regarding manuscript changes and suggestions.
- Write original content, such as headlines, cutlines, captions, and cover copy.
- Typeset and measure dimensions, spacing, and positioning of page elements, such as copy and illustrations, to verify conformance to specifications, using printer's ruler or layout software.
- Read proof sheets aloud, calling out punctuation marks and spelling unusual words and proper names.
- Archive documents, conduct research, and read copy, using the internet and various computer programs.
- Prepare periodic accounting statements for clients.
- Collect fees, commissions, or other payments, according to contract terms.
- Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.
- Keep informed of industry trends and deals.
- Conduct auditions or interviews to evaluate potential clients.
- Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Schedule promotional or performance engagements for clients.
- Arrange meetings concerning issues involving their clients.
- Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
- Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Advise clients on financial and legal matters, such as investments and taxes.
- Prepare periodic accounting statements for clients.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- Analyze blueprints and other documentation to prepare time, cost, materials, and labor estimates.
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Collect historical cost data to estimate costs for current or future products.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Consult with clients, vendors, personnel in other departments, or construction foremen to discuss and formulate estimates and resolve issues.
- Establish and maintain tendering process, and conduct negotiations.
- Prepare estimates for use in selecting vendors or subcontractors.
- Prepare estimates used by management for purposes such as planning, organizing, and scheduling work.
- Set up cost monitoring and reporting systems and procedures.
- Review material and labor requirements to decide whether it is more cost-effective to produce or purchase components.
- Conduct special studies to develop and establish standard hour and related cost data or to reduce cost.
- Visit site and record information about access, drainage and topography, and availability of utility services.
- Prepare and maintain a directory of suppliers, contractors and subcontractors.
- Prepare cost and expenditure statements and other necessary documentation at regular intervals for the duration of the project.
- File data and related information, and maintain and update databases.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Enter data into computers for use in analyses or reports.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Code data prior to computer entry, using lists of codes.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Interview people and keep track of their responses.
- Check survey responses for errors, such as the use of pens instead of pencils, and set aside response forms that cannot be used.
- Select statistical tests for analyzing data.
- Discuss data presentation requirements with clients.
- Send out surveys.
- File data and related information, and maintain and update databases.
- Create or maintain plans or other documents related to sustainability projects.
- Develop sustainability project goals, objectives, initiatives, or strategies in collaboration with other sustainability professionals.
- Monitor or track sustainability indicators, such as energy usage, natural resource usage, waste generation, and recycling.
- Assess or propose sustainability initiatives, considering factors such as cost effectiveness, technical feasibility, and acceptance.
- Provide technical or administrative support for sustainability programs or issues.
- Review and revise sustainability proposals or policies.
- Develop reports or presentations to communicate the effectiveness of sustainability initiatives.
- Collect information about waste stream management or green building practices to inform decision makers.
- Research or review regulatory, technical, or market issues related to sustainability.
- Identify or investigate violations of natural resources, waste management, recycling, or other environmental policies.
- Identify or create new sustainability indicators.
- Create marketing or outreach media, such as brochures or Web sites, to communicate sustainability issues, procedures, or objectives.
- Identify or procure needed resources to implement sustainability programs or projects.
- Write grant applications, rebate applications, or project proposals to secure funding for sustainability projects.
- Create or maintain plans or other documents related to sustainability projects.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Advise customers of necessary actions and strategies for debt repayment.
- Answer customer questions regarding problems with their accounts.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Receive payments and post amounts paid to customer accounts.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Negotiate credit extensions when necessary.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- File sales slips in customers' ledgers for billing purposes.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Mail charge statements to customers.
- Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
- Relay credit report information to subscribers by mail or by telephone.
- Prepare credit cards or charge account plates.
- Call customers to collect payment on delinquent accounts.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- File sales slips in customers' ledgers for billing purposes.
- Perform general office or clerical work, such as filing materials, operating duplicating machines, or running errands.
- Deliver and pick up medical records, lab specimens, and medications to and from hospitals and other medical facilities.
- Obtain signatures and payments, or arrange for recipients to make payments.
- Record information, such as items received and delivered and recipients' responses to messages.
- Receive messages or materials to be delivered, and information on recipients, such as names, addresses, telephone numbers, and delivery instructions, communicated via telephone, two-way radio, or in person.
- Load vehicles with listed goods, ensuring goods are loaded correctly and taking precautions with hazardous goods.
- Walk, ride bicycles, drive vehicles, or use public conveyances to reach destinations to deliver messages or materials.
- Sort items to be delivered according to the delivery route.
- Deliver messages and items, such as newspapers, documents, and packages, between establishment departments and to other establishments and private homes.
- Unload and sort items collected along delivery routes.
- Plan and follow the most efficient routes for delivering goods.
- Check with home offices after completed deliveries to confirm deliveries and collections and to receive instructions for other deliveries.
- Perform routine maintenance on delivery vehicles, such as monitoring fluid levels and replenishing fuel.
- Collect, seal, and stamp outgoing mail, using postage meters and envelope sealers.
- Use telephone to deliver verbal messages.
- Unload goods from large trucks, and load them onto smaller delivery vehicles.
- Open, sort, and distribute incoming mail.
- Perform general office or clerical work, such as filing materials, operating duplicating machines, or running errands.
- File copies of orders received, or post orders on records.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- File copies of orders received, or post orders on records.
- Maintain records of event aspects, including financial details.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Review event bills for accuracy and approve payment.
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
- Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
- Confer with staff at a chosen event site to coordinate details.
- Inspect event facilities to ensure that they conform to customer requirements.
- Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
- Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
- Evaluate and select providers of services according to customer requirements.
- Plan and develop programs, agendas, budgets, and services according to customer requirements.
- Hire, train, and supervise volunteers and support staff required for events.
- Conduct post-event evaluations to determine how future events could be improved.
- Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
- Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
- Organize registration of event participants.
- Develop event topics and choose featured speakers.
- Promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.
- Design and implement efforts to publicize events and promote sponsorships.
- Obtain permits from fire and health departments to erect displays and exhibits and serve food at events.
- Maintain records of event aspects, including financial details.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Inventory and order materials, supplies, and services.
- Deliver messages and run errands.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Calculate clients' available monthly income to meet debt obligations.
- Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
- Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
- Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
- Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
- Explain general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions.
- Interview clients by telephone or in person to gather financial information.
- Estimate time for debt repayment, given amount of debt, interest rates, and available funds.
- Prepare written documents to establish contracts with or communicate financial recommendations to clients.
- Negotiate with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions, time extensions, or payment plans.
- Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
- Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Review changes to financial, family, or employment situations to determine whether changes to existing debt management plans, spending plans, or budgets are needed.
- Recommend educational materials or resources to clients on matters, such as financial planning, budgeting, or credit.
- Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
- Explain loan information to clients, such as available loan types, eligibility requirements, or loan restrictions.
- Teach courses or seminars on topics, such as budgeting, management of personal finances, or financial literacy.
- Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.
- Disburse funds from client accounts to creditors.
- Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems.
- Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation.
- Assess the nature and level of physical security threats so that the scope of the problem can be determined.
- Budget and schedule security design work.
- Conduct security audits to identify potential vulnerabilities related to physical security or staff safety.
- Design security policies, programs, or practices to ensure adequate security relating to alarm response, access card use, and other security needs.
- Design, implement, or establish requirements for security systems, video surveillance, motion detection, or closed-circuit television systems to ensure proper installation and operation.
- Develop conceptual designs of security systems.
- Develop or review specifications for design or construction of security systems.
- Engineer, install, maintain, or repair security systems, programmable logic controls, or other security-related electronic systems.
- Inspect fire, intruder detection, or other security systems.
- Inspect physical security design features, installations, or programs to ensure compliance with applicable standards or regulations.
- Interview witnesses or suspects to identify persons responsible for security breaches or to establish losses, pursue prosecutions, or obtain restitution.
- Monitor tapes or digital recordings to identify the source of losses.
- Monitor the work of contractors in the design, construction, and startup phases of security systems.
- Outline system security criteria for pre-bid meetings with clients and companies to ensure comprehensiveness and appropriateness for implementation.
- Perform risk analyses so that appropriate countermeasures can be developed.
- Prepare documentation for case reports or court proceedings.
- Provide system design and integration recommendations.
- Recommend improvements in security systems or procedures.
- Respond to emergency situations on an on-call basis.
- Review design drawings or technical documents for completeness, correctness, or appropriateness.
- Test security measures for final acceptance and implement or provide procedures for ongoing monitoring and evaluation of the measures.
- Train personnel in security procedures or use of security equipment.
- Prepare, maintain, or update security procedures, security system drawings, or related documentation.
- Assist coroners at death scenes or at autopsies, file police reports, and testify at inquests or in court, if employed by a coroner.
- Conform to laws of health and sanitation and ensure that legal requirements concerning embalming are met.
- Apply cosmetics to impart lifelike appearance to the deceased.
- Join lips, using needles and thread or wire.
- Close incisions, using needles and sutures.
- Incise stomach and abdominal walls and probe internal organs, using trocar, to withdraw blood and waste matter from organs.
- Clean and disinfect areas in which bodies are prepared and embalmed.
- Dress bodies and place them in caskets.
- Make incisions in arms or thighs and drain blood from circulatory system and replace it with embalming fluid, using pump.
- Remove the deceased from place of death and transport to funeral home.
- Perform the duties of funeral directors, including coordinating funeral activities.
- Attach trocar to pump-tube, start pump, and repeat probing to force embalming fluid into organs.
- Reshape or reconstruct disfigured or maimed bodies when necessary, using dermasurgery techniques and materials such as clay, cotton, plaster of Paris, and wax.
- Pack body orifices with cotton saturated with embalming fluid to prevent escape of gases or waste matter.
- Conduct interviews to arrange for the preparation of obituary notices, to assist with the selection of caskets or urns, and to determine the location and time of burials or cremations.
- Insert convex celluloid or cotton between eyeballs and eyelids to prevent slipping and sinking of eyelids.
- Assist with placing caskets in hearses and organize cemetery processions.
- Maintain records, such as itemized lists of clothing or valuables delivered with body and names of persons embalmed.
- Wash and dry bodies, using germicidal soap and towels or hot air dryers.
- Arrange for transporting the deceased to another state for interment.
- Perform special procedures necessary for remains that are to be transported to other states or overseas, or where death was caused by infectious disease.
- Supervise funeral attendants and other funeral home staff.
- Serve as pallbearers, attend visiting rooms, and provide other assistance to the bereaved.
- Direct casket and floral display placement and arrange guest seating.
- Arrange funeral home equipment and perform general maintenance.
- Press diaphragm to evacuate air from lungs.
- Assist coroners at death scenes or at autopsies, file police reports, and testify at inquests or in court, if employed by a coroner.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Determine the nature of code violations and actions to be taken, and issue written notices of violation, participating in enforcement hearings, as necessary.
- Prepare, organize, and maintain inspection records.
- Investigate complaints and suspected violations regarding illegal dumping, pollution, pesticides, product quality, or labeling laws.
- Determine which sites and violation reports to investigate, and coordinate compliance and enforcement activities with other government agencies.
- Interview individuals to determine the nature of suspected violations and to obtain evidence of violations.
- Inform individuals and groups of pollution control regulations and inspection findings, and explain how problems can be corrected.
- Verify that hazardous chemicals are handled, stored, and disposed of in accordance with regulations.
- Learn and observe proper safety precautions, rules, regulations, and practices so that unsafe conditions can be recognized and proper safety protocols implemented.
- Monitor follow-up actions in cases where violations were found, and review compliance monitoring reports.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- Prepare written, oral, tabular, and graphic reports summarizing requirements and regulations, including enforcement and chain of custody documentation.
- Observe and record field conditions, gathering, interpreting, and reporting data such as flow meter readings and chemical levels.
- Determine sampling locations and methods, and collect water or wastewater samples for analysis, preserving samples with appropriate containers and preservation methods.
- Research and keep informed of pertinent information and developments in areas such as EPA laws and regulations.
- Participate in the development of spill prevention programs and hazardous waste rules and regulations, and recommend corrective actions for hazardous waste problems.
- Inspect waste pretreatment, treatment, and disposal facilities and systems for conformance to federal, state, or local regulations.
- Analyze and implement state, federal or local requirements as necessary to maintain approved pretreatment, pollution prevention, and storm water runoff programs.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- Perform laboratory tests on samples collected, such as analyzing the content of contaminated wastewater.
- Inform health professionals, property owners, and the public about harmful properties and related problems of water pollution and contaminated wastewater.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- Conduct research on hazardous waste management projects to determine the magnitude of problems and treatment or disposal alternatives and costs.
- Maintain and repair materials, work sites, and equipment.
- Prepare data to calculate sewer service charges and capacity fees.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Examine claims forms and other records to determine insurance coverage.
- Analyze information gathered by investigation and report findings and recommendations.
- Pay and process claims within designated authority level.
- Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio.
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.
- Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
- Investigate and assess damage to property and create or review property damage estimates.
- Interview or correspond with agents and claimants to correct errors or omissions and to investigate questionable claims.
- Interview or correspond with claimants, witnesses, police, physicians, or other relevant parties to determine claim settlement, denial, or review.
- Enter claim payments, reserves and new claims on computer system, inputting concise yet sufficient file documentation.
- Resolve complex, severe exposure claims, using high service oriented file handling.
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Confer with legal counsel on claims requiring litigation.
- Examine claims investigated by insurance adjusters, further investigating questionable claims to determine whether to authorize payments.
- Refer questionable claims to investigator or claims adjuster for investigation or settlement.
- Collect evidence to support contested claims in court.
- Contact or interview claimants, doctors, medical specialists, or employers to get additional information.
- Present cases and participate in their discussion at claim committee meetings.
- Report overpayments, underpayments, and other irregularities.
- Attend mediations or trials.
- Supervise claims adjusters to ensure that adjusters have followed proper methods.
- Conduct detailed bill reviews to implement sound litigation management and expense control.
- Communicate with reinsurance brokers to obtain information necessary for processing claims.
- Prepare reports to be submitted to company's data processing department.
- Examine titles to property to determine validity and act as company agent in transactions with property owners.
- Obtain credit information from banks and other credit services.
- Communicate with former associates to verify employment record or to obtain background information regarding persons or businesses applying for credit.
- Negotiate claim settlements or recommend litigation when settlement cannot be negotiated.
- Maintain claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare and process payroll information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Write or revise standard operating procedures for logistics processes.
- Maintain databases of logistics information.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Track product flow from origin to final delivery.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Write or revise standard operating procedures for logistics processes.
- Write or update standard operating procedures, work instructions, or policies.
- Coordinate efforts associated with the preparation of regulatory documents or submissions.
- Communicate with regulatory agencies regarding pre-submission strategies, potential regulatory pathways, compliance test requirements, or clarification and follow-up of submissions under review.
- Prepare or direct the preparation of additional information or responses as requested by regulatory agencies.
- Coordinate, prepare, or review regulatory submissions for domestic or international projects.
- Prepare or maintain technical files as necessary to obtain and sustain product approval.
- Interpret regulatory rules or rule changes and ensure that they are communicated through corporate policies and procedures.
- Determine the types of regulatory submissions or internal documentation that are required in situations such as proposed device changes or labeling changes.
- Coordinate recall or market withdrawal activities as necessary.
- Advise project teams on subjects such as premarket regulatory requirements, export and labeling requirements, or clinical study compliance issues.
- Review adverse drug reactions and file all related reports in accordance with regulatory agency guidelines.
- Review product promotional materials, labeling, batch records, specification sheets, or test methods for compliance with applicable regulations and policies.
- Identify relevant guidance documents, international standards, or consensus standards.
- Provide technical review of data or reports to be incorporated into regulatory submissions to assure scientific rigor, accuracy, and clarity of presentation.
- Review clinical protocols to ensure collection of data needed for regulatory submissions.
- Provide pre-, ongoing, and post-inspection follow-up assistance to governmental inspectors.
- Maintain current knowledge base of existing and emerging regulations, standards, or guidance documents.
- Recommend changes to company procedures in response to changes in regulations or standards.
- Participate in internal or external audits.
- Compile and maintain regulatory documentation databases or systems.
- Obtain and distribute updated information regarding domestic or international laws, guidelines, or standards.
- Develop or track quality metrics.
- Develop or conduct employee regulatory training.
- Recommend adjudication of product complaints.
- Determine requirements applying to treatment, storage, shipment, or disposal of potentially hazardous production-related waste.
- Direct the collection and preparation of laboratory samples as requested by regulatory agencies.
- Prepare responses to customer requests for information, such as product data, written regulatory affairs statements, surveys, or questionnaires.
- Specialize in regulatory issues related to agriculture, such as the cultivation of green biotechnology crops or the post-market regulation of genetically altered crops.
- Determine regulations or procedures related to the management, collection, reuse, recovery, or recycling of packaging waste.
- Determine the legal implications of the production, supply, or use of ozone-depleting substances or equipment containing such substances.
- Obtain clearances for the use of recycled plastics in product packaging.
- Monitor national or international legislation on ozone-depleting substances or global warming.
- Write or update standard operating procedures, work instructions, or policies.