- Submit completed documents to typists for typing in final form, and instruct typists in matters, such as format, addresses, addressees, and the necessary number of copies.
Occupations with related tasks Save Table: XLSX CSV
Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
3 | 3 | 2 | 43-3061.00 | Procurement Clerks |
3 | 3 | 2 | 43-5011.01 | Freight Forwarders
|
2 | 2 | 3 | 43-4011.00 | Brokerage Clerks |
2 | 2 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
2 | 2 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
2 | 2 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
2 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
1 | 3 | 4 | 41-3011.00 | Advertising Sales Agents |
1 | 1 | 2 | 43-5071.00 | Shipping, Receiving, and Inventory Clerks |
1 | 1 | 2 | 43-5032.00 | Dispatchers, Except Police, Fire, and Ambulance |
1 | 1 | 2 | 43-4051.00 | Customer Service Representatives
|
1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
1 | 1 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
1 | 1 | 2 | 43-4151.00 | Order Clerks |
1 | 1 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
1 | 1 | 2 | 43-5051.00 | Postal Service Clerks |
1 | 1 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
1 | 1 | 2 | 43-5052.00 | Postal Service Mail Carriers |
1 | 1 | 3 | 13-1041.08 | Customs Brokers
|
1 | 1 | 3 | 43-3021.00 | Billing and Posting Clerks |
1 | 1 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
1 | 1 | 2 | 53-7065.00 | Stockers and Order Fillers
|
1 | 1 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
1 | 1 | 2 | 43-4121.00 | Library Assistants, Clerical |
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Train and supervise subordinates and other staff.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Prepare invoices or cost quotations for freight transportation.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Calculate weight, volume, or cost of goods to be moved.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Provide shipment status notification to exporters, consignees, or insurers.
- Verify proper packaging and labeling of exported goods.
- Select shipment routes, based on nature of goods shipped, transit times, or security needs.
- Keep records of goods dispatched or received.
- Consolidate loads with a common destination to reduce costs to individual shippers.
- Monitor or record locations of goods in transit.
- Reserve necessary space on ships, aircraft, trains, or trucks.
- Negotiate shipping rates with freight carriers.
- Arrange delivery or storage of goods at destinations.
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Determine efficient and cost-effective methods of moving goods from one location to another.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Make arrangements with customs brokers to facilitate the passage of goods through customs.
- Recommend or arrange appropriate merchandise packing methods, according to climate, terrain, weight, nature of goods, or costs.
- Maintain current knowledge of relevant legislation, political situations, or other factors that could affect freight shipping.
- Provide detailed port information to importers or exporters.
- Arrange for special transport of sensitive cargoes, such as livestock, food, or medical supplies.
- Obtain or arrange cargo insurance.
- Complete customs paperwork.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Assist clients in obtaining insurance reimbursements.
- Analyze shipping routes to determine how to minimize environmental impact.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Prepare invoices or cost quotations for freight transportation.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- 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.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- Prepare and distribute invoices to bill clients or pay account expenses.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Receive and place telephone calls.
- Schedule and make appointments.
- Organize and maintain law libraries, documents, and case files.
- Make photocopies of correspondence, documents, and other printed matter.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Draft and type office memos.
- Submit articles and information from searches to attorneys for review and approval for use.
- Make travel arrangements for attorneys.
- Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
- Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
- Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- Prepare and distribute invoices to bill clients or pay account expenses.
- Submit loan applications with recommendation for underwriting approval.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Submit loan applications with recommendation for underwriting approval.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Prepare purchase orders and expense reports.
- 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.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- 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.
- 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 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.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Prepare purchase orders and expense reports.
- Process all correspondence and paperwork related to accounts.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Provide clients with estimates of the costs of advertising products or services.
- Locate and contact potential clients to offer advertising services.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Deliver advertising or illustration proofs to customers for approval.
- Inform customers of available options for advertisement artwork, and provide samples.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Process all correspondence and paperwork related to accounts.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Prepare documents, such as work orders, bills of lading, or shipping orders, to route materials.
- Examine shipment contents and compare with records, such as manifests, invoices, or orders, to verify accuracy.
- Requisition and store shipping materials and supplies to maintain inventory of stock.
- Pack, seal, label, or affix postage to prepare materials for shipping, using hand tools, power tools, or postage meter.
- Record shipment data, such as weight, charges, space availability, damages, or discrepancies, for reporting, accounting, or recordkeeping purposes.
- Confer or correspond with establishment representatives to rectify problems, such as damages, shortages, or nonconformance to specifications.
- Deliver or route materials to departments using handtruck, conveyor, or sorting bins.
- Contact carrier representatives to make arrangements or to issue instructions for shipping and delivery of materials.
- Determine shipping methods, routes, or rates for materials to be shipped.
- Compute amounts, such as space available, shipping, storage, or demurrage charges, using computer or price list.
- Compare shipping routes or methods to determine which have the least environmental impact.
- Prepare documents, such as work orders, bills of lading, or shipping orders, to route materials.
- Receive or prepare work orders.
- Schedule or dispatch workers, work crews, equipment, or service vehicles to appropriate locations, according to customer requests, specifications, or needs, using radios or telephones.
- Prepare daily work and run schedules.
- Confer with customers or supervising personnel to address questions, problems, or requests for service or equipment.
- Relay work orders, messages, or information to or from work crews, supervisors, or field inspectors, using telephones or two-way radios.
- Record and maintain files or records of customer requests, work or services performed, charges, expenses, inventory, or other dispatch information.
- Arrange for necessary repairs to restore service and schedules.
- Monitor personnel or equipment locations and utilization to coordinate service and schedules.
- Determine types or amounts of equipment, vehicles, materials, or personnel required, according to work orders or specifications.
- Advise personnel about traffic problems, such as construction areas, accidents, congestion, weather conditions, or other hazards.
- Oversee all communications within specifically assigned territories.
- Ensure timely and efficient movement of trains, according to train orders and schedules.
- Order supplies or equipment and issue them to personnel.
- Receive or prepare work orders.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Refer unresolved customer grievances to designated departments for further investigation.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
- Solicit sales of new or additional services or products.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Order tests that could determine the causes of product malfunctions.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Prepare reports of findings and recommendations.
- 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.
- File sales slips in customers' ledgers for billing purposes.
- 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.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Prepare reports of findings and recommendations.
- Complete insurance or other claim forms.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Complete insurance or other claim forms.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Provide applicants with assistance in completing application forms, such as those for job referrals or unemployment compensation claims.
- Investigate claimants for the possibility of fraud or abuse.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Prepare invoices, shipping documents, and contracts.
- 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.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- 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.
- Prepare invoices, shipping documents, and contracts.
- Complete forms for sales orders.
- 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 various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- 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.
- Answer simple questions about clients' businesses, using reference files.
- Stamp messages with time and date and file them appropriately.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Complete forms for sales orders.
- Process and prepare documents, such as business or government forms and expense reports.
- 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.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- 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.
- 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.
- Process and prepare documents, such as business or government forms and expense reports.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Weigh letters and parcels, compute mailing costs based on type, weight, and destination, and affix correct postage.
- Check mail to ensure correct postage and that packages and letters are in proper condition for mailing.
- Sort incoming and outgoing mail, according to type and destination, by hand or by operating electronic mail-sorting and scanning devices.
- Obtain signatures from recipients of registered or special delivery mail.
- Answer questions regarding mail regulations and procedures, postage rates, and post office boxes.
- Transport mail from one work station to another.
- Sell and collect payment for products such as stamps, prepaid mail envelopes, and money orders.
- Keep money drawers in order, and record and balance daily transactions.
- Register, certify, and insure letters and parcels.
- Receive letters and parcels, and place mail into bags.
- Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
- Rent post office boxes to customers.
- Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
- Set postage meters, and calibrate them to ensure correct operation.
- Feed mail into postage canceling devices or hand stamp mail to cancel postage.
- Cash money orders.
- Order retail items and other supplies for office use.
- Post announcements or government information on public bulletin boards.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Manage and maintain executives' schedules.
- Make travel arrangements for executives.
- 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.
- Prepare responses to correspondence containing routine inquiries.
- 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.
- File and retrieve corporate documents, records, and reports.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Provide clerical support to other departments.
- 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.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Process and issue employee paychecks and statements of earnings and deductions.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Prepare and file payroll tax returns.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Post relevant work hours to client files to bill clients properly.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Complete forms that notify publishers of address changes.
- Scan labels on letters or parcels to confirm receipt.
- Obtain signed receipts for registered, certified, and insured mail, collect associated charges, and complete any necessary paperwork.
- Return to the post office with mail collected from homes, businesses, and public mailboxes.
- Sort mail for delivery, arranging it in delivery sequence.
- Deliver mail to residences and business establishments along specified routes by walking or driving, using a combination of satchels, carts, cars, and small trucks.
- Sign for cash-on-delivery and registered mail before leaving the post office.
- Hold mail for customers who are away from delivery locations.
- Turn in money and receipts collected along mail routes.
- Leave notices telling patrons where to collect mail that could not be delivered.
- Maintain accurate records of deliveries.
- Bundle mail in preparation for delivery or transportation to relay boxes.
- Record address changes and redirect mail for those addresses.
- Return incorrectly addressed mail to senders.
- Answer customers' questions about postal services and regulations.
- Provide customers with change of address cards and other forms.
- Report any unusual circumstances concerning mail delivery, including the condition of street letter boxes.
- Register, certify, and insure parcels and letters.
- Enter change of address orders into computers that process forwarding address stickers.
- Travel to post offices to pick up the mail for routes or pick up mail from postal relay boxes.
- Sell stamps and money orders.
- Meet schedules for the collection and return of mail.
- Complete forms that notify publishers of address changes.
- Sign documents on behalf of clients, using powers of attorney.
- Prepare and process import and export documentation according to customs regulations, laws, or procedures.
- Clear goods through customs and to their destinations for clients.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Calculate duty and tariff payments owed on shipments.
- Request or compile necessary import documentation, such as customs invoices, certificates of origin, and cargo-control documents.
- Classify goods according to tariff coding system.
- Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
- Advise customers on import and export restrictions, tariff systems, insurance requirements, quotas, or other customs-related matters.
- Post bonds for the products being imported or assist clients in obtaining bonds.
- Quote duty and tax rates on goods to be imported, based on federal tariffs and excise taxes.
- Arrange for transportation, warehousing, or product distribution of imported or exported products.
- Monitor or trace the location of goods.
- Confer with officials in various agencies to facilitate clearance of goods through customs and quarantine.
- Inform importers and exporters of steps to reduce duties and taxes.
- Obtain line releases for frequent shippers of low-risk commodities, high-volume entries, or multiple-container loads.
- Provide advice on transportation options, types of carriers, or shipping routes.
- Contract with freight forwarders for destination services.
- Apply for tariff concessions or for duty drawbacks and other refunds.
- Insure cargo against loss, damage, or pilferage.
- Prepare papers for shippers to appeal duty charges.
- Suggest best methods of packaging or labeling products.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Sign documents on behalf of clients, using powers of attorney.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- 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.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- 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.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Issue public notification of all official activities or meetings.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform record checks on past or current licensees, as required by investigations.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Instruct parties about timing of court appearances.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Coordinate or maintain office tracking systems for correspondence or follow-up actions.
- Train other workers or coordinate their work, as necessary.
- Research information in the municipal archives upon request of public officials or private citizens.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Participate in the administration of municipal elections, such as preparation or distribution of ballots, appointment or training of election officers, or tabulation or certification of results.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Issue public notification of all official activities or meetings.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Complete order receipts.
- Complete forms in accordance with company procedures.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Create, maintain, and enter information into databases.
- Use computers for various applications, such as database management or word processing.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Conduct searches to find needed information, using such sources as the Internet.
- Open, read, route, and distribute incoming mail or other materials and answer routine letters.
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Make copies of correspondence or other printed material.
- Learn to operate new office technologies as they are developed and implemented.
- Train and assist staff with computer usage.
- Order and dispense supplies.
- Prepare conference or event materials, such as flyers or invitations.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Establish work procedures or schedules and keep track of the daily work of clerical staff.
- Provide services to customers, such as order placement or account information.
- Prepare and mail checks.
- Arrange conference, meeting, or travel reservations for office personnel.
- Supervise other clerical staff and provide training and orientation to new staff.
- Manage projects or contribute to committee or team work.
- Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
- Mail newsletters, promotional material, or other information.
- Take dictation in shorthand or by machine and transcribe information.
- Develop or maintain internal or external company Web sites.
- Complete forms in accordance with company procedures.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Sort books, publications, and other items according to established procedure and return them to shelves, files, or other designated storage areas.
- Open and close library during specified hours and secure library equipment, such as computers and audio-visual equipment.
- Locate library materials for patrons, including books, periodicals, tape cassettes, Braille volumes, and pictures.
- Enter and update patrons' records on computers.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Manage reserve materials by placing items on reserve for library patrons, checking items in and out of library, and removing out-of-date items.
- Lend, reserve, and collect books, periodicals, videotapes, and other materials at circulation desks and process materials for inter-library loans.
- Instruct patrons on how to use reference sources, card catalogs, and automated information systems.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Maintain records of items received, stored, issued, and returned and file catalog cards according to system used.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Register new patrons and issue borrower identification cards that permit patrons to borrow books and other materials.
- Process new materials including books, audio-visual materials, and computer software.
- Provide assistance to librarians in the maintenance of collections of books, periodicals, magazines, newspapers, and audio-visual and other materials.
- Review records, such as microfilm and issue cards, to identify titles of overdue materials and delinquent borrowers.
- Send out notices and accept fine payments for lost or overdue books.
- Maintain library equipment, such as photocopiers, scanners, and computers, and instruct patrons in proper use of such equipment.
- Schedule, supervise, and train clerical workers, volunteers, student assistants, and other library employees.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- Take action to deal with disruptive or problem patrons.
- Prepare, store, and retrieve classification and catalog information, lecture notes, or other information related to stored documents, using computers.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Prepare library statistics reports.
- Deliver and retrieve items to and from departments by hand or using push carts.
- Assist in the preparation of book displays.
- Classify and catalog items according to content and purpose.
- Operate small branch libraries, under the direction of off-site librarian supervisors.
- Plan or participate in library events and programs, such as story time with children.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Operate and maintain audio-visual equipment.
- Place books in mailing containers, affix address labels, and secure containers with straps for mailing to blind library patrons.
- Design or maintain library web site and online catalogues.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.