- Compile and study occupational, educational, and economic information to assist counselees in determining and carrying out vocational and educational objectives.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 2 | 43-4021.00 | Correspondence Clerks |
| 4 | 4 | 2 | 43-9022.00 | Word Processors and Typists |
| 3 | 3 | 4 | 43-9111.00 | Statistical Assistants |
| 3 | 3 | 4 | 13-2023.00 | Appraisers and Assessors of Real Estate |
| 3 | 3 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks 
|
| 2 | 5 | 4 | 13-1161.00 | Market Research Analysts and Marketing Specialists
|
| 2 | 4 | 4 | 13-2051.00 | Financial and Investment Analysts
|
| 2 | 3 | 3 | 13-1022.00 | Wholesale and Retail Buyers, Except Farm Products
|
| 2 | 3 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 2 | 2 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
| 2 | 2 | 2 | 43-5061.00 | Production, Planning, and Expediting Clerks |
| 2 | 2 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
| 2 | 2 | 2 | 43-4071.00 | File Clerks |
| 2 | 2 | 3 | 43-4161.00 | Human Resources Assistants, Except Payroll and Timekeeping |
| 2 | 2 | 4 | 13-1151.00 | Training and Development Specialists
|
| 2 | 2 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
| 2 | 2 | 4 | 13-2099.04 | Fraud Examiners, Investigators and Analysts |
| 2 | 2 | 4 | 13-2072.00 | Loan Officers |
| 1 | 4 | 4 | 11-1031.00 | Legislators |
| 1 | 3 | 4 | 13-1041.01 | Environmental Compliance Inspectors |
| 1 | 2 | 5 | 15-2021.00 | Mathematicians |
| 1 | 2 | 4 | 13-2022.00 | Appraisers of Personal and Business Property |
| 1 | 2 | 4 | 27-1025.00 | Interior Designers |
| 1 | 2 | 5 | 19-3011.01 | Environmental Economists |
| 1 | 2 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers
|
| 1 | 2 | 4 | 13-2054.00 | Financial Risk Specialists
|
| 1 | 2 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
| 1 | 1 | 2 | 33-9031.00 | Gambling Surveillance Officers and Gambling Investigators |
| 1 | 1 | 2 | 43-9021.00 | Data Entry Keyers |
| 1 | 1 | 4 | 13-2041.00 | Credit Analysts |
| 1 | 1 | 3 | 13-2082.00 | Tax Preparers
|
| 1 | 1 | 3 | 35-2013.00 | Cooks, Private Household
|
| 1 | 1 | 4 | 13-1011.00 | Agents and Business Managers of Artists, Performers, and Athletes
|
| 1 | 1 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 1 | 1 | 3 | 43-4141.00 | New Accounts Clerks |
| 1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 1 | 2 | 23-2093.00 | Title Examiners, Abstractors, and Searchers |
| 1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 1 | 1 | 4 | 21-1015.00 | Rehabilitation Counselors |
| 1 | 1 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
| 1 | 1 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 4 | 13-1023.00 | Purchasing Agents, Except Wholesale, Retail, and Farm Products
|
| 1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
| 1 | 1 | 4 | 13-1199.04 | Business Continuity Planners
|
| 1 | 1 | 4 | 21-1021.00 | Child, Family, and School Social Workers |
| 1 | 1 | 4 | 13-1121.00 | Meeting, Convention, and Event Planners
|
| 1 | 1 | 4 | 13-2052.00 | Personal Financial Advisors
|
| 1 | 1 | 2 | 43-4181.00 | Reservation and Transportation Ticket Agents and Travel Clerks |
| 1 | 1 | 4 | 13-1081.00 | Logisticians
|
| 1 | 1 | 3 | 31-9097.00 | Phlebotomists
|
| 1 | 1 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 1 | 1 | 5 | 29-1031.00 | Dietitians and Nutritionists
|
| 1 | 1 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents |
| 1 | 1 | 4 | 13-1199.06 | Online Merchants
|
- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
- Compile data from records to prepare periodic reports.
- Review correspondence for format and typographical accuracy, assemble the information into a prescribed form with the correct number of copies, and submit it to an authorized official for signature.
- Compile data pertinent to manufacture of special products for customers.
- Maintain files and control records to show correspondence activities.
- Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Compose letters in reply to correspondence concerning such items as requests for merchandise, damage claims, credit information requests, delinquent accounts, incorrect billing, or unsatisfactory service.
- Route correspondence to other departments for reply.
- Ensure that money collected is properly recorded and secured.
- Process orders for goods requested in correspondence.
- Present clear and concise explanations of governing rules and regulations.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Type acknowledgment letters to persons sending correspondence.
- Complete form letters in response to requests or problems identified by correspondence.
- Confer with company personnel regarding feasibility of complying with writers' requests.
- Prepare records for shipment by certified mail.
- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
- Compile data from records to prepare periodic reports.
- Review correspondence for format and typographical accuracy, assemble the information into a prescribed form with the correct number of copies, and submit it to an authorized official for signature.
- Compile data pertinent to manufacture of special products for customers.
- Gather, register, and arrange the material to be typed, following instructions.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Collate pages of reports and other documents.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Check completed work for spelling, grammar, punctuation, and format.
- File and store completed documents on computer hard drive or disk, or maintain a computer filing system to store, retrieve, update, and delete documents.
- Print and make copies of work.
- Transmit work electronically to other locations.
- Address envelopes or prepare envelope labels, using typewriter or computer.
- Type correspondence, reports, text and other written material from rough drafts, corrected copies, voice recordings, dictation, or previous versions, using a computer, word processor, or typewriter.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Keep records of work performed.
- Search for specific sets of stored, typed characters to make changes.
- Reformat documents, moving paragraphs or columns.
- Adjust settings for format, page layout, line spacing, and other style requirements.
- Use data entry devices, such as optical scanners, to input data into computers for revision or editing.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- Gather, register, and arrange the material to be typed, following instructions.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Collate pages of reports and other documents.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Compute and analyze data, using statistical formulas and computers or calculators.
- Check source data to verify completeness and accuracy.
- Enter data into computers for use in analyses or reports.
- Participate in the publication of data or information.
- File data and related information, and maintain and update databases.
- Code data prior to computer entry, using lists of codes.
- Interview people and keep track of their responses.
- Check survey responses for errors, such as the use of pens instead of pencils, and set aside response forms that cannot be used.
- Select statistical tests for analyzing data.
- Discuss data presentation requirements with clients.
- Send out surveys.
- Present results of statistical analyses to stakeholders.
- Write code for statistical applications.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Maintain familiarity with aspects of local real estate markets.
- Collect and analyze relevant data to identify real estate market trends.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- 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.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- 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.
- Verify legal descriptions of properties by comparing them to county records.
- 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.
- 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.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- 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.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Explain real and personal property taxes to property owners.
- Maintain familiarity with aspects of local real estate markets.
- Collect and analyze relevant data to identify real estate market trends.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- 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.
- 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.
- Prepare and process payroll information.
- 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.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Maintain inventory records.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- 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.
- Forecast and track marketing and sales trends, analyzing collected data.
- Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.
- Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
- Conduct research on consumer opinions and marketing strategies, collaborating with marketing professionals, statisticians, pollsters, and other professionals.
- Monitor industry statistics and follow trends in trade literature.
- Prepare reports of findings, illustrating data graphically and translating complex findings into written text.
- Measure and assess customer and employee satisfaction.
- Devise and evaluate methods and procedures for collecting data, such as surveys, opinion polls, or questionnaires, or arrange to obtain existing data.
- Measure the effectiveness of marketing, advertising, and communications programs and strategies.
- Seek and provide information to help companies determine their position in the marketplace.
- Attend staff conferences to provide management with information and proposals concerning the promotion, distribution, design, and pricing of company products or services.
- Direct trained survey interviewers.
- Develop and implement procedures for identifying advertising needs.
- Forecast and track marketing and sales trends, analyzing collected data.
- Gather data on competitors and analyze their prices, sales, and method of marketing and distribution.
- Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
- Conduct research on consumer opinions and marketing strategies, collaborating with marketing professionals, statisticians, pollsters, and other professionals.
- Monitor industry statistics and follow trends in trade literature.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- 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.
- 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.
- 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.
- 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.
- Purchase investments for companies in accordance with company policy.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Supervise, train, or mentor junior team members.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
- Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
- 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.
- Monitor and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns, company sales, and needed inventory.
- Monitor competitors' sales activities by following their advertisements in newspapers or other media.
- Monitor consumer preferences or environmental trends to determine the best way to introduce new green products.
- 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.
- 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.
- 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 and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns, company sales, and needed inventory.
- Monitor competitors' sales activities by following their advertisements in newspapers or other media.
- Monitor consumer preferences or environmental trends to determine the best way to introduce new green products.
- Compile employee time, production, and payroll data from time sheets and other records.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- 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.
- 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.
- Balance cash and payroll accounts.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Compile employee time, production, and payroll data from time sheets and other records.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and report problems in obtaining valid data.
- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Review data obtained from interview for completeness and accuracy.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Assist individuals in filling out applications or questionnaires.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Supervise or train other staff members.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Locate and list addresses and households.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Sort, assemble, and proof completed work.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Read job orders to determine the type of work to be done, the quantities to be produced, and the materials needed.
- Deliver completed work.
- Place original copies in feed trays, feed originals into feed rolls, or position originals on tables beneath camera lenses.
- Operate office machines such as high speed business photocopiers, readers, scanners, addressing machines, stencil-cutting machines, microfilm readers or printers, folding and inserting machines, bursters, and binder machines.
- Complete records of production, including work volumes and outputs, materials used, and any backlogs.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Set up and adjust machines, regulating factors such as speed, ink flow, focus, and number of copies.
- Load machines with materials such as blank paper or film.
- Monitor machine operation, and make adjustments as necessary to ensure proper operation.
- Clean machines, perform minor repairs, and report major repair needs.
- File and store completed documents.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Maintain stock of supplies, and requisition any needed items.
- Clean and file master copies or plates.
- Cut copies apart and write identifying information, such as page numbers or titles, on copies.
- Move heat units and clamping frames over screen beds to form Braille impressions on pages, raising frames to release individual copies.
- Sort, assemble, and proof completed work.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Gather materials to be filed from departments or employees.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Add new material to file records or create new records as necessary.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Answer questions about records or files.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Modify or improve filing systems or implement new filing systems.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Track materials removed from files to ensure that borrowed files are returned.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Design forms related to filing systems.
- Gather materials to be filed from departments or employees.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Gather personnel records from other departments or employees.
- Compile and prepare reports and documents pertaining to personnel activities.
- Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
- Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
- Explain company personnel policies, benefits, and procedures to employees or job applicants.
- Provide assistance in administering employee benefit programs and worker's compensation plans.
- Answer questions regarding examinations, eligibility, salaries, benefits, and other pertinent information.
- Prepare and set up for new employee orientations.
- Examine employee files to answer inquiries and provide information for personnel actions.
- Search employee files to obtain information for authorized persons and organizations, such as credit bureaus and finance companies.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Process and review employment applications to evaluate qualifications or eligibility of applicants.
- Inform job applicants of their acceptance or rejection of employment.
- Select applicants meeting specified job requirements and refer them to hiring personnel.
- Arrange for advertising or posting of job vacancies and notify eligible workers of position availability.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Administer and score applicant and employee aptitude, personality, and interest assessment instruments.
- Prepare badges, passes, and identification cards, and perform other security-related duties.
- Arrange for in-house and external training activities.
- Gather personnel records from other departments or employees.
- Compile and prepare reports and documents pertaining to personnel activities.
- Keep up with developments in area of expertise by reading current journals, books, or magazine articles.
- Attend meetings or seminars to obtain information for use in training programs or to inform management of training program status.
- Present information with a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures.
- Obtain, organize, or develop training procedure manuals, guides, or course materials, such as handouts or visual materials.
- Evaluate modes of training delivery, such as in-person or virtual, to optimize training effectiveness, training costs, or environmental impacts.
- Offer specific training programs to help workers maintain or improve job skills.
- Assess training needs through surveys, interviews with employees, focus groups, or consultation with managers, instructors, or customer representatives.
- Monitor, evaluate, or record training activities or program effectiveness.
- Design, plan, organize, or direct orientation and training programs for employees or customers.
- Develop alternative training methods if expected improvements are not seen.
- Evaluate training materials prepared by instructors, such as outlines, text, or handouts.
- Monitor training costs and prepare budget reports to justify expenditures.
- Devise programs to develop executive potential among employees in lower-level positions.
- Coordinate recruitment and placement of training program participants.
- Select and assign instructors to conduct training.
- Negotiate contracts with clients for desired training outcomes, fees, or expenses.
- Supervise, evaluate, or refer instructors to skill development classes.
- Schedule classes based on availability of classrooms, equipment, or instructors.
- Refer trainees to employer relations representatives, to locations offering job placement assistance, or to appropriate social services agencies, if warranted.
- Develop or implement training programs related to efficiency, recycling, or other issues with environmental impacts.
- Keep up with developments in area of expertise by reading current journals, books, or magazine articles.
- Attend meetings or seminars to obtain information for use in training programs or to inform management of training program status.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Manage and maintain executives' schedules.
- Make travel arrangements for executives.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
- Answer phone calls and direct calls to appropriate parties or take messages.
- 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.
- 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.
- 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.
- Keep track of employees' time.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Maintain knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.
- Research or evaluate new technologies for use in fraud detection systems.
- Gather financial documents related to investigations.
- Interview witnesses or suspects and take statements.
- Prepare written reports of investigation findings.
- Document all investigative activities.
- Create and maintain logs, records, or databases of information about fraudulent activity.
- Coordinate investigative efforts with law enforcement officers and attorneys.
- Lead, or participate in, fraud investigation teams.
- Testify in court regarding investigation findings.
- Prepare evidence for presentation in court.
- Recommend actions in fraud cases.
- Review reports of suspected fraud to determine need for further investigation.
- Design, implement, or maintain fraud detection tools or procedures.
- Analyze financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures.
- Evaluate business operations to identify risk areas for fraud.
- Conduct in-depth investigations of suspicious financial activity, such as suspected money-laundering efforts.
- Advise businesses or agencies on ways to improve fraud detection.
- Train others in fraud detection and prevention techniques.
- Conduct field surveillance to gather case-related information.
- Negotiate with responsible parties to arrange for recovery of losses due to fraud.
- Obtain and serve subpoenas.
- Arrest individuals to be charged with fraud.
- Maintain knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.
- Research or evaluate new technologies for use in fraud detection systems.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Compute payment schedules.
- Supervise loan personnel.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Confer with underwriters to resolve mortgage application problems.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Develop expertise in subject matters related to committee assignments.
- Keep abreast of the issues affecting constituents by making personal visits and phone calls, reading local newspapers, and viewing or listening to local broadcasts.
- Maintain knowledge of relevant national and international current events.
- Analyze and understand the local and national implications of proposed legislation.
- Appoint nominees to leadership posts, or approve such appointments.
- Confer with colleagues to formulate positions and strategies pertaining to pending issues.
- Debate the merits of proposals and bill amendments during floor sessions, following the appropriate rules of procedure.
- Hear testimony from constituents, representatives of interest groups, board and commission members, and others with an interest in bills or issues under consideration.
- Make decisions that balance the perspectives of private citizens, public officials, and party leaders.
- Negotiate with colleagues or members of other political parties in order to reconcile differing interests, and to create policies and agreements.
- Prepare drafts of amendments, government policies, laws, rules, regulations, budgets, programs and procedures.
- Read and review concerns of constituents or the general public and determine if governmental action is necessary.
- Represent their parties in negotiations with political executives or members of other parties, and when speaking with the media.
- Review bills in committee, and make recommendations about their future.
- Seek federal funding for local projects and programs.
- Serve on commissions, investigative panels, study groups, and committees in order to examine specialized areas and recommend action.
- Vote on motions, amendments, and decisions on whether or not to report a bill out from committee to the assembly floor.
- Write, prepare, and deliver statements for the Congressional Record.
- Alert constituents of government actions and programs by way of newsletters, personal appearances at town meetings, phone calls, and individual meetings.
- Attend receptions, dinners, and conferences to meet people, exchange views and information, and develop working relationships.
- Determine campaign strategies for media advertising, positions on issues, and public appearances.
- Encourage and support party candidates for political office.
- Establish personal offices in local districts or states, and manage office staff.
- Evaluate the structure, efficiency, activities, and performance of government agencies.
- Organize and maintain campaign organizations and fundraisers, in order to raise money for election or re-election.
- Oversee expense allowances, ensuring that accounts are balanced at the end of each fiscal year.
- Promote the industries and products of their electoral districts.
- Represent their government at local, national, and international meetings and conferences.
- Speak to students to encourage and support the development of future political leaders.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Develop expertise in subject matters related to committee assignments.
- Keep abreast of the issues affecting constituents by making personal visits and phone calls, reading local newspapers, and viewing or listening to local broadcasts.
- Maintain knowledge of relevant national and international current events.
- Learn and observe proper safety precautions, rules, regulations, and practices so that unsafe conditions can be recognized and proper safety protocols implemented.
- Observe and record field conditions, gathering, interpreting, and reporting data such as flow meter readings and chemical levels.
- Research and keep informed of pertinent information and developments in areas such as EPA laws and regulations.
- Determine the nature of code violations and actions to be taken, and issue written notices of violation, participating in enforcement hearings, as necessary.
- Prepare, organize, and maintain inspection records.
- Investigate complaints and suspected violations regarding illegal dumping, pollution, pesticides, product quality, or labeling laws.
- Determine which sites and violation reports to investigate, and coordinate compliance and enforcement activities with other government agencies.
- Interview individuals to determine the nature of suspected violations and to obtain evidence of violations.
- Inform individuals and groups of pollution control regulations and inspection findings, and explain how problems can be corrected.
- Verify that hazardous chemicals are handled, stored, and disposed of in accordance with regulations.
- Monitor follow-up actions in cases where violations were found, and review compliance monitoring reports.
- Examine permits, licenses, applications, and records to ensure compliance with licensing requirements.
- Prepare written, oral, tabular, and graphic reports summarizing requirements and regulations, including enforcement and chain of custody documentation.
- Determine sampling locations and methods, and collect water or wastewater samples for analysis, preserving samples with appropriate containers and preservation methods.
- Participate in the development of spill prevention programs and hazardous waste rules and regulations, and recommend corrective actions for hazardous waste problems.
- Inspect waste pretreatment, treatment, and disposal facilities and systems for conformance to federal, state, or local regulations.
- Analyze and implement state, federal or local requirements as necessary to maintain approved pretreatment, pollution prevention, and storm water runoff programs.
- Evaluate label information for accuracy and conformance to regulatory requirements.
- Respond to questions and inquiries, such as those concerning service charges and capacity fees, or refer them to supervisors.
- Research and perform calculations related to landscape allowances, discharge volumes, production-based and alternative limits, and wastewater strength classifications, making recommendations and completing documentation.
- Perform laboratory tests on samples collected, such as analyzing the content of contaminated wastewater.
- Inform health professionals, property owners, and the public about harmful properties and related problems of water pollution and contaminated wastewater.
- Review and evaluate applications for registration of products containing dangerous materials, or for pollution control discharge permits.
- Conduct research on hazardous waste management projects to determine the magnitude of problems and treatment or disposal alternatives and costs.
- Maintain and repair materials, work sites, and equipment.
- Prepare data to calculate sewer service charges and capacity fees.
- Learn and observe proper safety precautions, rules, regulations, and practices so that unsafe conditions can be recognized and proper safety protocols implemented.
- Observe and record field conditions, gathering, interpreting, and reporting data such as flow meter readings and chemical levels.
- Research and keep informed of pertinent information and developments in areas such as EPA laws and regulations.
- Conduct research to extend mathematical knowledge in traditional areas, such as algebra, geometry, probability, and logic.
- Maintain knowledge in the field by reading professional journals, talking with other mathematicians, and attending professional conferences.
- Mentor others on mathematical techniques.
- Develop new principles and new relationships between existing mathematical principles to advance mathematical science.
- Disseminate research by writing reports, publishing papers, or presenting at professional conferences.
- Assemble sets of assumptions, and explore the consequences of each set.
- Perform computations and apply methods of numerical analysis to data.
- Address the relationships of quantities, magnitudes, and forms through the use of numbers and symbols.
- Develop mathematical or statistical models of phenomena to be used for analysis or for computational simulation.
- Apply mathematical theories and techniques to the solution of practical problems in business, engineering, the sciences, or other fields.
- Develop computational methods for solving problems that occur in areas of science and engineering or that come from applications in business or industry.
- Design, analyze, and decipher encryption systems designed to transmit military, political, financial, or law-enforcement-related information in code.
- Conduct research to extend mathematical knowledge in traditional areas, such as algebra, geometry, probability, and logic.
- Maintain knowledge in the field by reading professional journals, talking with other mathematicians, and attending professional conferences.
- Create and maintain a database of completed appraisals.
- Forecast the value of property.
- Write descriptions of the property being appraised.
- Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidation, based on the needs of the property owner.
- Document physical characteristics of property such as measurements, quality, and design.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Write and submit appraisal reports for property, such as jewelry, art, antiques, collectibles, and equipment.
- Inspect personal or business property.
- Take photographs of property.
- Verify that property matches legal descriptions or certifications.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Testify in court as to the value of a piece of tangible property.
- Recommend loan amounts based on the value of property being used as collateral.
- Create and maintain a database of completed appraisals.
- Forecast the value of property.
- Research health and safety code requirements to inform design.
- Research and explore the use of new materials, technologies, and products to incorporate into designs.
- Design plans to be safe and to be compliant with the American Disabilities Act (ADA).
- Use computer-aided drafting (CAD) and related software to produce construction documents.
- Confer with client to determine factors affecting planning of interior environments, such as budget, architectural preferences, purpose, and function.
- Advise client on interior design factors, such as space planning, layout and use of furnishings or equipment, and color coordination.
- Coordinate with other professionals, such as contractors, architects, engineers, and plumbers, to ensure job success.
- Review and detail shop drawings for construction plans.
- Inspect construction work on site to ensure its adherence to the design plans.
- Render design ideas in form of paste-ups or drawings.
- Subcontract fabrication, installation, and arrangement of carpeting, fixtures, accessories, draperies, paint and wall coverings, art work, furniture, and related items.
- Select or design, and purchase furnishings, art work, and accessories.
- Estimate material requirements and costs, and present design to client for approval.
- Design spaces to be environmentally friendly, using sustainable, recycled materials when feasible.
- Formulate environmental plan to be practical, esthetic, and conducive to intended purposes, such as raising productivity or selling merchandise.
- Plan and design interior environments for boats, planes, buses, trains, and other enclosed spaces.
- Research health and safety code requirements to inform design.
- Research and explore the use of new materials, technologies, and products to incorporate into designs.
- Monitor or analyze market and environmental trends.
- Write technical documents or academic articles to communicate study results or economic forecasts.
- Conduct research on economic and environmental topics, such as alternative fuel use, public and private land use, soil conservation, air and water pollution control, and endangered species protection.
- Collect and analyze data to compare the environmental implications of economic policy or practice alternatives.
- Assess the costs and benefits of various activities, policies, or regulations that affect the environment or natural resource stocks.
- Prepare and deliver presentations to communicate economic and environmental study results, to present policy recommendations, or to raise awareness of environmental consequences.
- Develop programs or policy recommendations to achieve environmental goals in cost-effective ways.
- Develop economic models, forecasts, or scenarios to predict future economic and environmental outcomes.
- Demonstrate or promote the economic benefits of sound environmental regulations.
- Conduct research to study the relationships among environmental problems and patterns of economic production and consumption.
- Perform complex, dynamic, and integrated mathematical modeling of ecological, environmental, or economic systems.
- Write social, legal, or economic impact statements to inform decision makers for natural resource policies, standards, or programs.
- Teach courses in environmental economics.
- Develop programs or policy recommendations to promote sustainability and sustainable development.
- Develop systems for collecting, analyzing, and interpreting environmental and economic data.
- Write research proposals and grant applications to obtain private or public funding for environmental and economic studies.
- Examine the exhaustibility of natural resources or the long-term costs of environmental rehabilitation.
- Develop environmental research project plans, including information on budgets, goals, deliverables, timelines, and resource requirements.
- Identify and recommend environmentally friendly business practices.
- Interpret indicators to ascertain the overall health of an environment.
- Monitor or analyze market and environmental trends.
- Write technical documents or academic articles to communicate study results or economic forecasts.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
- Analyze new legislation to determine impact on risk exposure.
- Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Contribute to development of risk management systems.
- Determine potential environmental impacts of new products or processes on long-term growth and profitability.
- Develop contingency plans to deal with emergencies.
- Develop or implement risk-assessment models or methodologies.
- Devise scenario analyses reflecting possible severe market events.
- Devise systems or processes to monitor validity of risk assessments.
- Document, and ensure communication of, key risks.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate the risks and benefits involved in implementing green building technologies.
- Evaluate the risks related to green investments, such as renewable energy company stocks.
- Gather risk-related data from internal or external resources.
- Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
- Inform financial 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.
- Maintain input or data quality of risk management systems.
- Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.
- Prepare plans of action for investment, using financial analyses.
- Produce reports or presentations that outline findings, explain risk positions, or recommend changes.
- Provide statistical modeling advice to other departments.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend ways to control or reduce risk.
- Review or draft risk disclosures for offer documents.
- Track, measure, or report on aspects of market risk for traded issues.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Learn to operate new office technologies as they are developed and implemented.
- 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.
- Complete forms in accordance with company procedures.
- 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.
- 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.
- Develop or maintain internal or external company Web sites.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Learn to operate new office technologies as they are developed and implemented.
- Develop and maintain log of surveillance observations.
- Monitor establishment activities to ensure adherence to all state gaming regulations and company policies and procedures.
- Observe casino or casino hotel operations for irregular activities, such as cheating or theft by employees or patrons, using audio and video equipment and one-way mirrors.
- Report all violations and suspicious behaviors to supervisors, verbally or in writing.
- Inspect and monitor audio or video surveillance equipment to ensure it is working appropriately.
- Review video surveillance footage.
- Act as oversight or security agents for management or customers.
- Supervise or train surveillance observers.
- Develop and maintain log of surveillance observations.
- Compile, sort, and verify the accuracy of data before it is entered.
- Locate and correct data entry errors, or report them to supervisors.
- Compare data with source documents, or re-enter data in verification format to detect errors.
- Store completed documents in appropriate locations.
- Select materials needed to complete work assignments.
- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
- Maintain logs of activities and completed work.
- Load machines with required input or output media, such as paper, cards, disks, tape, or Braille media.
- Resolve garbled or indecipherable messages, using cryptographic procedures and equipment.
- Compile, sort, and verify the accuracy of data before it is entered.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
- Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
- Generate financial ratios, using computer programs, to evaluate customers' financial status.
- Prepare reports that include the degree of risk involved in extending credit or lending money.
- Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Contact customers to collect payments on delinquent accounts.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Explain federal and state tax laws to individuals and companies.
- Answer questions and provide future tax planning to clients.
- Calculate form preparation fees according to return complexity and processing time required.
- Schedule appointments with clients.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Keep records pertaining to menus, finances, and other business-related issues.
- Peel, wash, trim, and cook vegetables and meats, and bake breads and pastries.
- Cool, package, label, and freeze foods for later consumption and provide instructions for reheating.
- Plan menus according to employers' needs and diet restrictions.
- Shop for or order food and kitchen supplies and equipment.
- Prepare meals in private homes according to employers' recipes or tastes, handling all meals for the family and possibly for other household staff.
- Stock, organize, and clean kitchens and cooking utensils.
- Direct the operation and organization of kitchens and all food-related activities, including the presentation and serving of food.
- Specialize in preparing fancy dishes or food for special diets.
- Plan and prepare food for parties, holiday meals, luncheons, special functions, and other social events.
- Create and explore new cuisines.
- Serve meals and snacks to employing families and their guests.
- Travel with employers to vacation homes to provide meal preparation at those locations.
- Keep records pertaining to menus, finances, and other business-related issues.
- Keep informed of industry trends and deals.
- Collect fees, commissions, or other payments, according to contract terms.
- Send samples of clients' work and other promotional material to potential employers to obtain auditions, sponsorships, or endorsement deals.
- Conduct auditions or interviews to evaluate potential clients.
- Negotiate with managers, promoters, union officials, and other persons regarding clients' contractual rights and obligations.
- Confer with clients to develop strategies for their careers, and to explain actions taken on their behalf.
- Develop contacts with individuals and organizations, and apply effective strategies and techniques to ensure their clients' success.
- Schedule promotional or performance engagements for clients.
- Arrange meetings concerning issues involving their clients.
- Manage business and financial affairs for clients, such as arranging travel and lodging, selling tickets, and directing marketing and advertising activities.
- Hire trainers or coaches to advise clients on performance matters, such as training techniques or performance presentations.
- Prepare periodic accounting statements for clients.
- Obtain information about or inspect performance facilities, equipment, and accommodations to ensure that they meet specifications.
- Advise clients on financial and legal matters, such as investments and taxes.
- Keep informed of industry trends and deals.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- 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.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Perform teller duties as required.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Compile and analyze credit information gathered by investigation.
- Keep records of customers' charges and payments.
- 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.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Compile and analyze credit information gathered by investigation.
- Obtain maps or drawings delineating properties from company title plants, county surveyors, or assessors' offices.
- Examine documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
- Examine individual titles to determine if restrictions, such as delinquent taxes, will affect titles and limit property use.
- Prepare reports describing any title encumbrances encountered during searching activities and outlining actions needed to clear titles.
- Copy or summarize recorded documents, such as mortgages, trust deeds, and contracts, that affect property titles.
- Verify accuracy and completeness of land-related documents accepted for registration, preparing rejection notices when documents are not acceptable.
- Prepare lists of all legal instruments applying to a specific piece of land and the buildings on it.
- Read search requests to ascertain types of title evidence required and to obtain descriptions of properties and names of involved parties.
- Confer with realtors, lending institution personnel, buyers, sellers, contractors, surveyors, and courthouse personnel to exchange title-related information or to resolve problems.
- Enter into record-keeping systems appropriate data needed to create new title records or to update existing ones.
- Retrieve and examine real estate closing files for accuracy and to ensure that information included is recorded and executed according to regulations.
- Prepare and issue title commitments and title insurance policies, based on information compiled from title searches.
- Direct activities of workers who search records and examine titles, assigning, scheduling, and evaluating work, and providing technical guidance as necessary.
- Determine whether land-related documents can be registered under the relevant legislation, such as the Land Titles Act.
- Assess fees related to registration of property-related documents.
- Summarize pertinent legal or insurance details, or sections of statutes or case law from reference books for use in examinations or as proofs or ready reference.
- Obtain maps or drawings delineating properties from company title plants, county surveyors, or assessors' offices.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- 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.
- 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.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- 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.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Maintain close contact with clients during job training and placements to resolve problems and evaluate placement adequacy.
- Prepare and maintain records and case files, including documentation, such as clients' personal and eligibility information, services provided, narratives of client contacts, or relevant correspondence.
- Confer with clients to discuss their options and goals so that rehabilitation programs and plans for accessing needed services can be developed.
- Develop rehabilitation plans that fit clients' aptitudes, education levels, physical abilities, and career goals.
- Locate barriers to client employment, such as inaccessible work sites, inflexible schedules, or transportation problems, and work with clients to develop strategies for overcoming these barriers.
- Monitor and record clients' progress to ensure that goals and objectives are met.
- Participate in job development and placement programs, contacting prospective employers, placing clients in jobs, and evaluating the success of placements.
- Analyze information from interviews, educational and medical records, consultation with other professionals, and diagnostic evaluations to assess clients' abilities, needs, and eligibility for services.
- Collaborate with clients' families to implement rehabilitation plans, such as behavioral, residential, social, or employment goals.
- Develop and maintain relationships with community referral sources, such as schools or community groups.
- Arrange for on-site job coaching or assistive devices, such as specially equipped wheelchairs, to help clients adapt to work or school environments.
- Arrange for physical, mental, academic, vocational, and other evaluations to obtain information for assessing clients' needs and developing rehabilitation plans.
- Confer with physicians, psychologists, occupational therapists, and other professionals to develop and implement client rehabilitation programs.
- Collaborate with community agencies to establish facilities and programs for persons with disabilities.
- Manage budgets and direct case service allocations, authorizing expenditures and payments.
- Supervise rehabilitation counselors and staff.
- Develop diagnostic procedures to determine clients' needs.
- Maintain close contact with clients during job training and placements to resolve problems and evaluate placement adequacy.
- Analyze details of sales territories to assess their growth potential and to set quotas.
- Monitor sales staff performance to ensure that goals are met.
- Provide staff with assistance in performing difficult or complicated duties.
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services.
- Listen to and resolve customer complaints regarding services, products, or personnel.
- Keep records pertaining to purchases, sales, and requisitions.
- Hire, train, and evaluate personnel.
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Plan and prepare work schedules, and assign employees to specific duties.
- Attend company meetings to exchange product information and coordinate work activities with other departments.
- Visit retailers and sales representatives to promote products and gather information.
- Formulate pricing policies on merchandise according to profitability requirements.
- Prepare sales and inventory reports for management and budget departments.
- Examine products purchased for resale or received for storage to determine product condition.
- Examine merchandise to ensure correct pricing and display, and that it functions as advertised.
- Inventory stock and reorder when inventories drop to specified levels.
- Coordinate sales promotion activities, such as preparing merchandise displays and advertising copy.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- Analyze details of sales territories to assess their growth potential and to set quotas.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Verify and examine information and accuracy of loan application and closing documents.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- 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.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- 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.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Calculate and compile order-related statistics, and prepare reports for management.
- 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.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- 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.
- Calculate and compile order-related statistics, and prepare reports for management.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Monitor and follow applicable laws and regulations.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Arrange the payment of duty and freight charges.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Inventory and order materials, supplies, and services.
- Deliver messages and run errands.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- 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.
- 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.
- Identify opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives.
- 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.
- 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.
- 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.
- Counsel students whose behavior, school progress, or mental or physical impairment indicate a need for assistance, diagnosing students' problems and arranging for needed services.
- Maintain case history records and prepare reports.
- Interview clients individually, in families, or in groups, assessing their situations, capabilities, and problems to determine what services are required to meet their needs.
- Serve as liaisons between students, homes, schools, family services, child guidance clinics, courts, protective services, doctors, and other contacts to help children who face problems, such as disabilities, abuse, or poverty.
- Develop and review service plans in consultation with clients and perform follow-ups assessing the quantity and quality of services provided.
- Address legal issues, such as child abuse and discipline, assisting with hearings and providing testimony to inform custody arrangements.
- Counsel parents with child rearing problems, interviewing the child and family to determine whether further action is required.
- Consult with parents, teachers, and other school personnel to determine causes of problems, such as truancy and misbehavior, and to implement solutions.
- Arrange for medical, psychiatric, and other tests that may disclose causes of difficulties and indicate remedial measures.
- Refer clients to community resources for services, such as job placement, debt counseling, legal aid, housing, medical treatment, or financial assistance, and provide concrete information, such as where to go and how to apply.
- Counsel individuals, groups, families, or communities regarding issues including mental health, poverty, unemployment, substance abuse, physical abuse, rehabilitation, social adjustment, child care, or medical care.
- Provide, find, or arrange for support services, such as child care, homemaker service, prenatal care, substance abuse treatment, job training, counseling, or parenting classes to prevent more serious problems from developing.
- Collect supplementary information needed to assist client, such as employment records, medical records, or school reports.
- Place children in foster or adoptive homes, institutions, or medical treatment centers.
- Recommend temporary foster care and advise foster or adoptive parents.
- Evaluate personal characteristics and home conditions of foster home or adoption applicants.
- Conduct social research.
- Supervise other social workers.
- Lead group counseling sessions that provide support in such areas as grief, stress, or chemical dependency.
- Serve on policy-making committees, assist in community development, and assist client groups by lobbying for solutions to problems.
- Determine clients' eligibility for financial assistance.
- Counsel students whose behavior, school progress, or mental or physical impairment indicate a need for assistance, diagnosing students' problems and arranging for needed services.
- Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
- Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
- Review event bills for accuracy and approve payment.
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
- Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
- Confer with staff at a chosen event site to coordinate details.
- Inspect event facilities to ensure that they conform to customer requirements.
- Maintain records of event aspects, including financial details.
- Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
- Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
- Evaluate and select providers of services according to customer requirements.
- Plan and develop programs, agendas, budgets, and services according to customer requirements.
- Hire, train, and supervise volunteers and support staff required for events.
- Conduct post-event evaluations to determine how future events could be improved.
- Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
- Organize registration of event participants.
- Develop event topics and choose featured speakers.
- Promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.
- Design and implement efforts to publicize events and promote sponsorships.
- Obtain permits from fire and health departments to erect displays and exhibits and serve food at events.
- Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
- Monitor financial market trends to ensure that client plans are responsive.
- 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.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- 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.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- 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.
- Monitor financial market trends to ensure that client plans are responsive.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- 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.
- 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.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Maintain and develop positive business relationships with a customer's key personnel involved in, or directly relevant to, a logistics activity.
- Develop an understanding of customers' needs and take actions to ensure that such needs are met.
- Manage subcontractor activities, reviewing proposals, developing performance specifications, and serving as liaisons between subcontractors and organizations.
- Develop proposals that include documentation for estimates.
- Review logistics performance with customers against targets, benchmarks, and service agreements.
- Direct availability and allocation of materials, supplies, and finished products.
- Redesign the movement of goods to maximize value and minimize costs.
- Explain proposed solutions to customers, management, or other interested parties through written proposals and oral presentations.
- Direct team activities, establishing task priorities, scheduling and tracking work assignments, providing guidance, and ensuring the availability of resources.
- Perform managerial duties such as hiring and training employees and overseeing facility needs or requirements.
- Collaborate with other departments as necessary to meet customer requirements, to take advantage of sales opportunities or, in the case of shortages, to minimize negative impacts on a business.
- Report project plans, progress, and results.
- Protect and control proprietary materials.
- Develop and implement technical project management tools, such as plans, schedules, and responsibility and compliance matrices.
- Provide project management services, including the provision and analysis of technical data.
- Manage the logistical aspects of product life cycles, including coordination or provisioning of samples, and the minimization of obsolescence.
- Perform system lifecycle cost analysis and develop component studies.
- Plan, organize, and execute logistics support activities, such as maintenance planning, repair analysis, and test equipment recommendations.
- Participate in the assessment and review of design alternatives and design change proposal impacts.
- Direct and support the compilation and analysis of technical source data necessary for product development.
- Support the development of training materials and technical manuals.
- Stay informed of logistics technology advances and apply appropriate technology to improve logistics processes.
- Document route of specimens from collection to laboratory analysis and diagnosis.
- Dispose of contaminated sharps, in accordance with applicable laws, standards, and policies.
- Organize or clean blood-drawing trays, ensuring that all instruments are sterile and all needles, syringes, or related items are of first-time use.
- Draw blood from veins by vacuum tube, syringe, or butterfly venipuncture methods.
- Match laboratory requisition forms to specimen tubes.
- Dispose of blood or other biohazard fluids or tissue, in accordance with applicable laws, standards, or policies.
- Conduct standards tests, such as blood alcohol, blood culture, oral glucose tolerance, glucose screening, blood smears, or peak and trough drug levels tests.
- Collect specimens at specific time intervals for tests, such as those assessing therapeutic drug levels.
- Process blood or other fluid samples for further analysis by other medical professionals.
- Provide sample analysis results to physicians to assist diagnosis.
- Enter patient, specimen, insurance, or billing information into computer.
- Draw blood from capillaries by dermal puncture, such as heel or finger stick methods.
- Conduct hemoglobin tests to ensure donor iron levels are normal.
- Transport specimens or fluid samples from collection sites to laboratories.
- Collect fluid or tissue samples, using appropriate collection procedures.
- Explain fluid or tissue collection procedures to patients.
- Train other medical personnel in phlebotomy or laboratory techniques.
- Administer subcutaneous or intramuscular injects, in accordance with licensing restrictions.
- Draw blood from arteries, using arterial collection techniques.
- Monitor blood or plasma donors during and after procedures to ensure health, safety, and comfort.
- Determine donor suitability, according to interview results, vital signs, and medical history.
- Calibrate or maintain machines, such as those used for plasma collection.
- Serve refreshments to donors to ensure absorption of sugar into their systems.
- Confirm the identities of patients by verifying their personal information.
- Document route of specimens from collection to laboratory analysis and diagnosis.
- Post or attach information to claim file.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- 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.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- 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.
- 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.
- Post or attach information to claim file.
- Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.
- Assess nutritional needs, diet restrictions, and current health plans to develop and implement dietary-care plans and provide nutritional counseling.
- Evaluate laboratory tests in preparing nutrition recommendations.
- Counsel individuals and groups on basic rules of good nutrition, healthy eating habits, and nutrition monitoring to improve their quality of life.
- Advise patients and their families on nutritional principles, dietary plans, diet modifications, and food selection and preparation.
- Incorporate patient cultural, ethnic, or religious preferences and needs in the development of nutrition plans.
- Consult with physicians and health care personnel to determine nutritional needs and diet restrictions of patient or client.
- Develop recipes and menus to address special nutrition needs, such as low glycemic, low histamine, or gluten- or allergen-free.
- Coordinate diet counseling services.
- Develop curriculum and prepare manuals, visual aids, course outlines, and other materials used in teaching.
- Plan, conduct, and evaluate dietary, nutritional, and epidemiological research.
- Plan and conduct training programs in dietetics, nutrition, and institutional management and administration for medical students, health-care personnel, and the general public.
- Write research reports and other publications to document and communicate research findings.
- Select, train, and supervise workers who plan, prepare, and serve meals.
- Make recommendations regarding public policy, such as nutrition labeling, food fortification, or nutrition standards for school programs.
- Manage quantity food service departments or clinical and community nutrition services.
- Monitor food service operations to ensure conformance to nutritional, safety, sanitation and quality standards.
- Inspect meals served for conformance to prescribed diets and standards of palatability and appearance.
- Purchase food in accordance with health and safety codes.
- Develop policies for food service or nutritional programs to assist in health promotion and disease control.
- Organize, develop, analyze, test, and prepare special meals, such as low-fat, low-cholesterol, or chemical-free meals.
- Advise food service managers and organizations on sanitation, safety procedures, menu development, budgeting, and planning to assist with establishment, operation, and evaluation of food service facilities and nutrition programs.
- Prepare and administer budgets for food, equipment, and supplies.
- Plan, conduct, and evaluate nutrigenomic or nutrigenetic research.
- Coordinate recipe development and standardization and develop new menus for independent food service operations.
- Plan and prepare grant proposals to request program funding.
- Test new food products and equipment.
- Confer with design, building, and equipment personnel to plan for construction and remodeling of food service units.
- Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- 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.
- 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.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- 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.
- 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.
- 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.
- 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.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
