- Assess companies as investments for clients by examining company facilities.
Occupations with related tasks Save Table: XLSX CSV
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Inspect new construction and major improvements to existing structures to determine values.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Search public records for transactions such as sales, leases, and assessments.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Maintain familiarity with aspects of local real estate markets.
- Collect and analyze relevant data to identify real estate market trends.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Verify legal descriptions of properties by comparing them to county records.
- Examine income records and operating costs of income properties.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Identify the ownership of each piece of taxable property.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Explain real and personal property taxes to property owners.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Inspect new construction and major improvements to existing structures to determine values.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Manage client portfolios, keeping client plans up-to-date.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Monitor financial market trends to ensure that client plans are responsive.
- Recruit and maintain client bases.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Identify and prioritize energy-saving measures.
- Identify opportunities to improve the operation, maintenance, or energy efficiency of building or process systems.
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
- Identify any health or safety issues related to planned weatherization projects.
- Calculate potential for energy savings.
- Inspect or evaluate building envelopes, mechanical systems, electrical systems, or process systems to determine the energy consumption of each system.
- Analyze technical feasibility of energy-saving measures, using knowledge of engineering, energy production, energy use, construction, maintenance, system operation, or process systems.
- Recommend energy-efficient technologies or alternate energy sources.
- Collect and analyze field data related to energy usage.
- Measure energy usage with devices such as data loggers, universal data recorders, light meters, sling psychrometers, psychrometric charts, flue gas analyzers, amp probes, watt meters, volt meters, thermometers, or utility meters.
- Educate customers on energy efficiency or answer questions on topics such as the costs of running household appliances or the selection of energy-efficient appliances.
- Perform tests such as blower-door tests to locate air leaks.
- Prepare job specification sheets for home energy improvements, such as attic insulation, window retrofits, or heating system upgrades.
- Inspect newly installed energy-efficient equipment to ensure that it was installed properly and is performing according to specifications.
- Analyze energy bills, including utility rates or tariffs, to gather historical energy usage data.
- Quantify energy consumption to establish baselines for energy use or need.
- Determine patterns of building use to show annual or monthly needs for heating, cooling, lighting, or other energy needs.
- Compare existing energy consumption levels to normative data.
- Oversee installation of equipment such as water heater wraps, pipe insulation, weatherstripping, door sweeps, or low-flow showerheads to improve energy efficiency.
- Verify income eligibility of participants in publicly financed weatherization programs.
- Evaluate the energy performance of buildings using modeling software.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Identify and prioritize energy-saving measures.
- Identify opportunities to improve the operation, maintenance, or energy efficiency of building or process systems.
- 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.
- 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.
- Appraise and inventory real and personal property for estate planning.
- Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.
- Prepare, edit, or review legal documents, including legislation, briefs, pleadings, appeals, wills, contracts, and real estate closing statements.
- Investigate facts and law of cases and search pertinent sources, such as public records and internet sources, to determine causes of action and to prepare cases.
- Prepare for trial by performing tasks such as organizing exhibits.
- Meet with clients and other professionals to discuss details of cases.
- Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents.
- File pleadings with court clerks.
- Direct and coordinate law office activity, including delivery of subpoenas.
- Call upon witnesses to testify at hearings.
- Arbitrate disputes between parties and assist in the real estate closing process, such as by reviewing title searches.
- Keep and monitor legal volumes to ensure that the law library is up-to-date.
- Manage attorneys' calendars and schedule meetings.
- Request, review, and summarize relevant records for the cases.
- Appraise and inventory real and personal property for estate planning.
- Identify opportunities to buy green commodities, such as alternative energy, water, or carbon-neutral products for resale to consumers.
- Buy merchandise or commodities for resale to wholesale or retail consumers.
- Negotiate prices, discount terms, or transportation arrangements with suppliers.
- Examine, select, order, or purchase merchandise consistent with quality, quantity, specification requirements, or other factors, such as environmental soundness.
- 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.
- Collaborate with vendors to obtain or develop desired products.
- 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.
- Monitor consumer preferences or environmental trends to determine the best way to introduce new green products.
- Identify opportunities to buy green commodities, such as alternative energy, water, or carbon-neutral products for resale to consumers.
- Identify opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives.
- Develop emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance.
- Test documented disaster recovery strategies and plans.
- Develop disaster recovery plans for physical locations with critical assets, such as data centers.
- Establish, maintain, or test call trees to ensure appropriate communication during disaster.
- Maintain and update organization information technology applications and network systems blueprints.
- Review existing disaster recovery, crisis management, or business continuity plans.
- Analyze impact on, and risk to, essential business functions or information systems to identify acceptable recovery time periods and resource requirements.
- Write reports to summarize testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations.
- Create or administer training and awareness presentations or materials.
- Design or implement products and services to mitigate risk or facilitate use of technology-based tools and methods.
- Recommend or implement methods to monitor, evaluate, or enable resolution of safety, operations, or compliance interruptions.
- Conduct or oversee contingency plan integration and operation.
- Create business continuity and disaster recovery budgets.
- Create scenarios to reestablish operations from various types of business disruptions.
- Interpret government regulations and applicable codes to ensure compliance.
- Prepare reports summarizing operational results, financial performance, or accomplishments of specified objectives, goals, or plans.
- Analyze corporate intelligence data to identify trends, patterns, or warnings indicating threats to security of people, assets, information, or infrastructure.
- Attend professional meetings, read literature, and participate in training or other educational offerings to keep abreast of new developments and technologies related to disaster recovery and business continuity.
- Conduct or oversee collection of corporate intelligence to avoid fraud, financial crime, cyber attack, terrorism, and infrastructure failure.
- Identify individual or transaction targets to direct intelligence collection.
- Identify opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- 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.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- 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.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- 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.
- Order or purchase merchandise to maintain optimal inventory levels.
- 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.
- 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.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Devise, select, or purchase domain name and web address.
- 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.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- 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.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
