- Identify or procure needed resources to implement sustainability programs or projects.
Occupations with related tasks Save Table: XLSX CSV
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Order or purchase merchandise to maintain optimal inventory levels.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Devise, select, or purchase domain name and web address.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Receive and process payments from customers, using electronic transaction services.
- Deliver e-mail confirmation of completed transactions and shipment.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Determine and set product prices.
- Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
- Compose descriptions of merchandise for posting to online storefront, auction sites, or other shopping Web sites.
- Compose images of products, using video or still cameras, lighting equipment, props, or photo or video editing software.
- Upload digital media, such as photos, video, or scanned images to online storefront, auction sites, or other shopping Web sites.
- Calculate revenue, sales, and expenses, using financial accounting or spreadsheet software.
- Cancel orders based on customer requests or inventory or delivery problems.
- Prepare or organize online storefront marketing material, including product descriptions or subject lines, optimizing content to search engine criteria.
- Determine location for product listings to maximize exposure to online traffic.
- Create or maintain database of customer accounts.
- Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising.
- Collaborate with search engine shopping specialists to place marketing content in desired online locations.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- Maintain inventory of shipping supplies, such as boxes, labels, tape, bubble wrap, loose packing materials, or tape guns.
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
- Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Design customer interface of online storefront, using web programming or e-commerce software.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Initiate online auctions through auction hosting sites or auction management software.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Order or purchase merchandise to maintain optimal inventory levels.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Devise, select, or purchase domain name and web address.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Monitor and follow applicable laws and regulations.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Arrange the payment of duty and freight charges.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Examine, select, order, or purchase merchandise consistent with quality, quantity, specification requirements, or other factors, such as environmental soundness.
- Collaborate with vendors to obtain or develop desired products.
- Buy merchandise or commodities for resale to wholesale or retail consumers.
- Negotiate prices, discount terms, or transportation arrangements with suppliers.
- Recommend mark-up rates, mark-down rates, or merchandise selling prices.
- Obtain information about customer needs or preferences by conferring with sales or purchasing personnel.
- Authorize payment of invoices or return of merchandise.
- Monitor and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns, company sales, and needed inventory.
- Inspect merchandise or products to determine quality, value, or yield.
- Conduct sales meetings to introduce new merchandise.
- Consult with store or merchandise managers about budgets or goods to be purchased.
- Provide clerks with information to print on price tags, such as price, mark-ups or mark-downs, manufacturer number, season code, or style number.
- Train or supervise sales or clerical staff.
- Determine which products should be featured in advertising, the advertising medium to be used, or when the ads should be run.
- Monitor competitors' sales activities by following their advertisements in newspapers or other media.
- Analyze environmental aspects of competing merchandise when making buying decisions.
- Compare transportation options to determine the most energy-efficient options.
- Develop strategies to advertise green products or merchandise to consumers.
- Identify opportunities to buy green commodities, such as alternative energy, water, or carbon-neutral products for resale to consumers.
- Monitor consumer preferences or environmental trends to determine the best way to introduce new green products.
- Examine, select, order, or purchase merchandise consistent with quality, quantity, specification requirements, or other factors, such as environmental soundness.
- Collaborate with vendors to obtain or develop desired products.
- Buy merchandise or commodities for resale to wholesale or retail consumers.
- Contact carriers for rates or schedules.
- Contact potential vendors to determine material availability.
- 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.
- 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.
- Write or revise standard operating procedures for logistics processes.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- 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.
- Contact carriers for rates or schedules.
- Contact potential vendors to determine material availability.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Perform buying duties when necessary.
- Track the status of requisitions, contracts, and orders.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- 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.
- Prepare, maintain, and review purchasing files, reports and price lists.
- 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.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Perform buying duties when necessary.
- Buy and sell jewelry, or serve as agents between buyers and sellers.
- Select and acquire metals and gems for designs.
- Position stones and metal pieces, and set, mount, and secure items in place, using setting and hand tools.
- Smooth soldered joints and rough spots, using hand files and emery paper, and polish smoothed areas with polishing wheels or buffing wire.
- Create jewelry from materials such as gold, silver, platinum, and precious or semiprecious stones.
- Make repairs, such as enlarging or reducing ring sizes, soldering pieces of jewelry together, and replacing broken clasps and mountings.
- Clean and polish metal items and jewelry pieces, using jewelers' tools, polishing wheels, and chemical baths.
- Cut and file pieces of jewelry such as rings, brooches, bracelets, and lockets.
- Compute costs of labor and materials to determine production costs of products and articles.
- Examine assembled or finished products to ensure conformance to specifications, using magnifying glasses or precision measuring instruments.
- Pierce and cut open designs in ornamentation, using hand drills and scroll saws.
- Construct preliminary models of wax, metal, clay, or plaster, and form sample castings in molds.
- Pour molten metal alloys or other materials into molds to cast models of jewelry.
- Shape and straighten damaged or twisted articles by hand or using pliers.
- Soften metal to be used in designs by heating it with a gas torch and shape it, using hammers and dies.
- Determine appraised values of diamonds and other gemstones based on price guides, market fluctuations, and stone grades and rarity.
- Grade stones based on their color, perfection, and quality of cut.
- Plate articles such as jewelry pieces and watch dials, using silver, gold, nickel, or other metals.
- Write or modify design specifications such as the metal contents and weights of items.
- Create new jewelry designs and modify existing designs, using computers as necessary.
- Record the weights and processing times of finished pieces.
- Lay out designs on metal stock, and cut along markings to fabricate pieces used to cast metal molds.
- Mark, engrave, or emboss designs on metal pieces such as castings, wire, or jewelry, following specifications.
- Cut designs in molds or other materials to be used as models in the fabrication of metal and jewelry products.
- Design and fabricate molds, models, and machine accessories, and modify hand tools used to cast metal and jewelry pieces.
- Research and analyze reference materials, and consult with interested parties to develop new products or modify existing designs.
- Anneal precious metal objects such as coffeepots, tea sets, and trays in gas ovens for prescribed times to soften metal for reworking.
- Weigh, mix, and melt metal alloys or materials needed for jewelry models.
- Rotate molds to distribute alloys and to prevent formation of air pockets.
- Rout out locations where parts are to be joined to items, using routing machines.
- Buy and sell jewelry, or serve as agents between buyers and sellers.
- Select and acquire metals and gems for designs.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Arrange for processing or resale of purchased products.
- Negotiate contracts with farmers for the production or purchase of farm products.
- Arrange for transportation or storage of purchased products.
- Maintain records of business transactions and product inventories, reporting data to companies or government agencies as necessary.
- Review orders to determine product types and quantities required to meet demand.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Coordinate or direct activities of workers engaged in cutting, transporting, storing, or milling products and maintaining records.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Advise farm groups or growers on land preparation or livestock care techniques that will maximize the quantity and quality of production.
- Calculate applicable government grain quotas.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Shop for groceries, clothing, and other items needed for children's care.
- Instruct children in safe behavior, such as seeking adult assistance when crossing the street and avoiding contact with unsafe objects.
- Remove hazards and develop appropriate boundaries and rules to create a safe environment for children.
- Perform first aid or cardiopulmonary resuscitation (CPR) when required.
- Instruct and assist children in the development of health and personal habits, such as eating, resting, and toilet behavior.
- Regulate children's rest periods and nap schedules.
- Teach and perform age-appropriate activities, such as lap play, reading, and arts and crafts, to encourage intellectual development of children.
- Help prepare and serve nutritionally balanced meals and snacks for children.
- Model appropriate social behaviors and encourage concern for others to cultivate development of interpersonal relationships and communication skills.
- Organize and conduct age-appropriate recreational activities, such as games, arts and crafts, sports, walks, and play dates.
- Assign appropriate chores and praise targeted behaviors to encourage development of self-control, self-confidence, and responsibility.
- Observe children's behavior for irregularities, take temperature, transport children to doctor, or administer medications, as directed, to maintain children's health.
- Work with parents to develop and implement discipline programs to promote desirable child behavior.
- Perform housekeeping and cleaning duties related to children's care.
- Meet regularly with parents to discuss children's activities and development.
- Supervise and assist with homework.
- Transport children to schools, social outings, and medical appointments.
- Keep records of play, meal schedules, and bill payment.
- Help develop or monitor family schedule.
- Shop for groceries, clothing, and other items needed for children's care.
- Contact motel, hotel, resort, and travel operators to obtain current advertising literature.
- Examine passenger documentation to determine destinations and to assign boarding passes.
- Trace lost, delayed, or misdirected baggage for customers.
- Check baggage and cargo and direct passengers to designated locations for loading.
- Provide boarding or disembarking assistance to passengers needing special assistance.
- Confer with customers to determine their service requirements and travel preferences.
- Announce arrival and departure information, using public address systems.
- Determine whether space is available on travel dates requested by customers, assigning requested spaces when available.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Maintain computerized inventories of available passenger space and provide information on space reserved or available.
- Inform clients of essential travel information, such as travel times, transportation connections, or medical and visa requirements.
- Answer inquiries regarding information, such as schedules, accommodations, procedures, or policies.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Make and confirm reservations for transportation and accommodations, using telephones, faxes, mail, and computers.
- Keep information facilities clean during operation.
- Provide clients with assistance in preparing required travel documents and forms.
- Prepare customer invoices and accept payment.
- Open or close information facilities.
- Provide customers with travel suggestions and information sources, such as guides, directories, brochures, or maps.
- Contact customers or travel agents to advise them of travel conveyance changes or to confirm reservations.
- Promote particular destinations, tour packages, and other travel services.
- Contact motel, hotel, resort, and travel operators to obtain current advertising literature.
- Procure beverages, food, and other items as requested.
- Provide towels and sheets to clients in public baths, steam rooms, and restrooms.
- Assign dressing room facilities, locker space, or clothing containers to patrons of athletic or bathing establishments.
- Check supplies to ensure adequate availability, and order new supplies when necessary.
- Monitor patrons' facility use to ensure that rules and regulations are followed, and safety and order are maintained.
- Clean facilities such as floors or locker rooms.
- Answer customer inquiries or explain cost, availability, policies, and procedures of facilities.
- Refer guest problems or complaints to supervisors.
- Maintain a lost-and-found collection.
- Clean and polish footwear, using brushes, sponges, cleaning fluid, polishes, waxes, liquid or sole dressing, and daubers.
- Activate emergency action plans and administer first aid, as necessary.
- Collect soiled linen or clothing for laundering.
- Store personal possessions for patrons, issue claim checks for articles stored, and return articles on receipt of checks.
- Operate washing machines and dryers to clean soiled apparel and towels.
- Maintain inventories of clothing or uniforms, accessories, equipment, or linens.
- Attend to needs of athletic teams in clubhouses.
- Provide assistance to patrons by performing duties such as opening doors or carrying bags.
- Operate controls that regulate temperatures or room environments.
- Issue gym clothes, uniforms, towels, athletic equipment, and special athletic apparel.
- Provide or arrange for services such as clothes pressing, cleaning, or repair.
- Report and document safety hazards, potentially hazardous conditions, and unsafe practices and procedures.
- Stencil identifying information on equipment.
- Set up various apparatus or athletic equipment.
- Procure beverages, food, and other items as requested.
- Purchase and stock supplies of feed and medicines.
- Feed and water animals, and clean and disinfect pens, cages, yards, and hutches.
- Observe animals in heat to detect approach of estrus and exercise animals to induce or hasten estrus, if necessary.
- Treat minor injuries and ailments and contact veterinarians to obtain treatment for animals with serious illnesses or injuries.
- Select animals to be bred, and semen specimens to be used, according to knowledge of animals, genealogies, traits, and desired offspring characteristics.
- Examine animals to detect symptoms of illness or injury.
- Build hutches, pens, and fenced yards.
- Record animal characteristics such as weights, growth patterns, and diets.
- Brand, tattoo, or tag animals to allow animal identification.
- Arrange for sale of animals and eggs to hospitals, research centers, pet shops, and food processing plants.
- Place vaccines in drinking water, inject vaccines, or dust air with vaccine powder to protect animals from diseases.
- Bathe and groom animals.
- Exercise animals to keep them in healthy condition.
- Adjust controls to maintain specific building temperatures required for animals' health and safety.
- Maintain logs of semen specimens used and animals bred.
- Inject prepared animal semen into female animals for breeding purposes, by inserting nozzle of syringe into vagina and depressing syringe plunger.
- Prepare containers of semen for freezing and storage or shipment, placing them in dry ice or liquid nitrogen.
- Clip or shear hair on animals.
- Package and label semen to be used for artificial insemination, recording information such as the date, source, quality, and concentration.
- Exhibit animals at shows.
- Measure specified amounts of semen into calibrated syringes, and insert syringes into inseminating guns.
- Examine semen microscopically to assess and record density and motility of gametes, and dilute semen with prescribed diluents, according to formulas.
- Attach rubber collecting sheaths to genitals of tethered bull and stimulate animal's organ to induce ejaculation.
- Perform procedures such as animal dehorning or castration.
- Purchase and stock supplies of feed and medicines.
- Run errands, such as taking laundry to the cleaners and buying groceries.
- Keep storage areas and carts well-stocked, clean, and tidy.
- Carry linens, towels, toilet items, and cleaning supplies, using wheeled carts.
- Clean rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met.
- Empty wastebaskets, empty and clean ashtrays, and transport other trash and waste to disposal areas.
- Sweep, scrub, wax, or polish floors, using brooms, mops, or powered scrubbing and waxing machines.
- Replenish supplies, such as drinking glasses, linens, writing supplies, and bathroom items.
- Clean rugs, carpets, upholstered furniture, and draperies, using vacuum cleaners and shampooers.
- Wash windows, walls, ceilings, and woodwork, waxing and polishing as necessary.
- Dust and polish furniture and equipment.
- Disinfect equipment and supplies, using germicides or steam-operated sterilizers.
- Observe precautions required to protect hotel and guest property and report damage, theft, and found articles to supervisors.
- Sort, count, and mark clean linens and store them in linen closets.
- Sort clothing and other articles, load washing machines, and iron and fold dried items.
- Assign duties to other staff and give instructions regarding work methods and routines.
- Move and arrange furniture and turn mattresses.
- Answer telephones and doorbells.
- Replace light bulbs.
- Deliver television sets, ironing boards, baby cribs, and rollaway beds to guests' rooms.
- Hang draperies and dust window blinds.
- Request repair services and wait for repair workers to arrive.
- Prepare rooms for meetings and arrange decorations, media equipment, and furniture for social or business functions.
- Remove debris from driveways, garages, and swimming pool areas.
- Wash dishes and clean kitchens, cooking utensils, and silverware.
- Polish silver accessories and metalwork, such as fixtures and fittings.
- Run errands, such as taking laundry to the cleaners and buying groceries.
- Purchase investments for companies in accordance with company policy.
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
- Perform securities valuation or pricing.
- Prepare all materials for transactions or execution of deals.
- Prepare plans of action for investment, using financial analyses.
- Present oral or written reports on general economic trends, individual corporations, and entire industries.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- Supervise, train, or mentor junior team members.
- Purchase investments for companies in accordance with company policy.
- Purchase or sell financial derivatives for customers.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
