- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 5 | 5 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive 
|
| 5 | 5 | 4 | 13-1199.06 | Online Merchants
|
| 4 | 4 | 3 | 43-4141.00 | New Accounts Clerks |
| 4 | 4 | 2 | 43-3071.00 | Tellers |
| 3 | 3 | 2 | 43-3041.00 | Gambling Cage Workers |
| 2 | 2 | 4 | 13-1021.00 | Buyers and Purchasing Agents, Farm Products |
| 2 | 2 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 2 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 2 | 2 | 2 | 43-9061.00 | Office Clerks, General
|
| 2 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 2 | 2 | 43-4051.00 | Customer Service Representatives
|
| 1 | 2 | 3 | 29-2072.00 | Medical Records Specialists
|
| 1 | 2 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 1 | 2 | 4 | 13-1023.00 | Purchasing Agents, Except Wholesale, Retail, and Farm Products |
| 1 | 2 | 2 | 43-5051.00 | Postal Service Clerks |
| 1 | 2 | 3 | 39-5012.00 | Hairdressers, Hairstylists, and Cosmetologists
|
| 1 | 2 | 2 | 43-5011.01 | Freight Forwarders
|
| 1 | 1 | 3 | 13-2082.00 | Tax Preparers |
| 1 | 1 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 1 | 1 | 2 | 39-5092.00 | Manicurists and Pedicurists
|
| 1 | 1 | 2 | 43-3061.00 | Procurement Clerks |
| 1 | 1 | 2 | 43-4081.00 | Hotel, Motel, and Resort Desk Clerks |
| 1 | 1 | 2 | 43-9022.00 | Word Processors and Typists |
| 1 | 1 | 3 | 11-9179.02 | Spa Managers |
| 1 | 1 | 2 | 39-2021.00 | Animal Caretakers
|
| 1 | 1 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
| 1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 1 | 1 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 1 | 1 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 1 | 1 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 1 | 1 | 4 | 13-1081.02 | Logistics Analysts
|
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- 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.
- Prepare and mail checks.
- 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.
- 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.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Conduct searches to find needed information, using such sources as the Internet.
- Open, read, route, and distribute incoming mail or other materials and answer routine letters.
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
- Make copies of correspondence or other printed material.
- Learn to operate new office technologies as they are developed and implemented.
- Train and assist staff with computer usage.
- Order and dispense supplies.
- Prepare conference or event materials, such as flyers or invitations.
- 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.
- Arrange conference, meeting, or travel reservations for office personnel.
- Supervise other clerical staff and provide training and orientation to new staff.
- Manage projects or contribute to committee or team work.
- Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
- Mail newsletters, promotional material, or other information.
- Take dictation in shorthand or by machine and transcribe information.
- Develop or maintain internal or external company Web sites.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- 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.
- Prepare and mail checks.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Deliver e-mail confirmation of completed transactions and shipment.
- Cancel orders based on customer requests or inventory or delivery problems.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Initiate online auctions through auction hosting sites or auction management software.
- Receive and process payments from customers, using electronic transaction services.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- 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.
- 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.
- Devise, select, or purchase domain name and web address.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Deliver e-mail confirmation of completed transactions and shipment.
- Cancel orders based on customer requests or inventory or delivery problems.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Initiate online auctions through auction hosting sites or auction management software.
- Execute wire transfers of funds.
- Process loan applications.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- 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.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Obtain credit records from reporting agencies.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Execute wire transfers of funds.
- Process loan applications.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Issue checks to bond owners in settlement of transactions.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Monitor bank vaults to ensure cash balances are correct.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Sort and file deposit slips and checks.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compute financial fees, interest, and service charges.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Process and maintain records of customer loans.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Issue checks to bond owners in settlement of transactions.
- Cash checks and process credit card advances for patrons.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Maintain confidentiality of customers' transactions.
- Follow all gaming regulations.
- Maintain cage security.
- Supply currency, coins, chips, or gaming checks to other departments as needed.
- Count funds and reconcile daily summaries of transactions to balance books.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- Determine cash requirements for windows and order all necessary currency, coins, or chips.
- Provide assistance in the training and orientation of new cashiers.
- Provide customers with information about casino operations.
- Prepare bank deposits, balancing assigned funds as necessary.
- Prepare reports, including assignment of company funds or recording of department revenues.
- Record casino exchange transactions, using cash registers.
- Establish new computer accounts.
- Sell gambling chips, tokens, or tickets to patrons or to other workers for resale to patrons.
- Cash checks and process credit card advances for patrons.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Arrange for processing or resale of purchased products.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Negotiate contracts with farmers for the production or purchase of farm products.
- Arrange for transportation or storage of purchased products.
- Maintain records of business transactions and product inventories, reporting data to companies or government agencies as necessary.
- Review orders to determine product types and quantities required to meet demand.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Coordinate or direct activities of workers engaged in cutting, transporting, storing, or milling products and maintaining records.
- Advise farm groups or growers on land preparation or livestock care techniques that will maximize the quantity and quality of production.
- Calculate applicable government grain quotas.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Arrange for processing or resale of purchased products.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Answer telephones and direct calls to appropriate staff.
- 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.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Schedule appointments and maintain and update appointment calendars.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Receive payment and record receipts for services.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- Hear and resolve complaints from customers or the public.
- File and maintain records.
- Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
- Analyze data to determine answers to questions from customers or members of the public.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Conduct tours or deliver talks describing features of public facilities, such as a historic site or national park.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Schedule appointments and maintain and update appointment calendars.
- Complete work schedules, manage calendars, and arrange appointments.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- 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.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Complete work schedules, manage calendars, and arrange appointments.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Encode and cancel checks, using bank machines.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Encode and cancel checks, using bank machines.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
- Solicit sales of new or additional services or products.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Order tests that could determine the causes of product malfunctions.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Schedule medical appointments for patients.
- Post medical insurance billings.
- Assign the patient to diagnosis-related groups (DRGs), using appropriate computer software.
- Compile and maintain patients' medical records to document condition and treatment and to provide data for research or cost control and care improvement efforts.
- Consult classification manuals to locate information about disease processes.
- Enter data, such as demographic characteristics, history and extent of disease, diagnostic procedures, or treatment into computer.
- Identify, compile, abstract, and code patient data, using standard classification systems.
- Maintain or operate a variety of health record indexes or storage and retrieval systems to collect, classify, store, or analyze information.
- Process and prepare business or government forms.
- Process patient admission or discharge documents.
- Protect the security of medical records to ensure that confidentiality is maintained.
- Release information to persons or agencies according to regulations.
- Resolve or clarify codes or diagnoses with conflicting, missing, or unclear information by consulting with doctors or others or by participating in the coding team's regular meetings.
- Retrieve patient medical records for physicians, technicians, or other medical personnel.
- Review records for completeness, accuracy, and compliance with regulations.
- Scan patients' health records into electronic formats.
- Transcribe medical reports.
- Schedule medical appointments for patients.
- Post medical insurance billings.
- Schedule and conduct closings of mortgage transactions.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- 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.
- Accept payment on accounts.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Schedule and conduct closings of mortgage transactions.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Arrange the payment of duty and freight charges.
- Monitor and follow applicable laws and regulations.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Arrange the payment of duty and freight charges.
- Register, certify, and insure letters and parcels.
- Weigh letters and parcels, compute mailing costs based on type, weight, and destination, and affix correct postage.
- Check mail to ensure correct postage and that packages and letters are in proper condition for mailing.
- Sort incoming and outgoing mail, according to type and destination, by hand or by operating electronic mail-sorting and scanning devices.
- Obtain signatures from recipients of registered or special delivery mail.
- Answer questions regarding mail regulations and procedures, postage rates, and post office boxes.
- Transport mail from one work station to another.
- Sell and collect payment for products such as stamps, prepaid mail envelopes, and money orders.
- Keep money drawers in order, and record and balance daily transactions.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Receive letters and parcels, and place mail into bags.
- Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
- Rent post office boxes to customers.
- Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
- Set postage meters, and calibrate them to ensure correct operation.
- Feed mail into postage canceling devices or hand stamp mail to cancel postage.
- Order retail items and other supplies for office use.
- Post announcements or government information on public bulletin boards.
- Cash money orders.
- Register, certify, and insure letters and parcels.
- Schedule client appointments.
- Operate cash registers to receive payments from patrons.
- Keep work stations clean and sanitize tools, such as scissors and combs.
- Bleach, dye, or tint hair, using applicator or brush.
- Cut, trim and shape hair or hairpieces, based on customers' instructions, hair type, and facial features, using clippers, scissors, trimmers and razors.
- Update and maintain customer information records, such as beauty services provided.
- Demonstrate and sell hair care products and cosmetics.
- Analyze patrons' hair and other physical features to determine and recommend beauty treatment or suggest hair styles.
- Shampoo, rinse, condition, and dry hair and scalp or hairpieces with water, liquid soap, or other solutions.
- Order, display, and maintain supplies.
- Comb, brush, and spray hair or wigs to set style.
- Develop new styles and techniques.
- Apply water or setting, straightening or waving solutions to hair, and use curlers, rollers, hot combs and curling irons to press and curl hair.
- Shape eyebrows and remove facial hair, using depilatory cream, tweezers, electrolysis or wax.
- Shave, trim, and shape beards and moustaches.
- Train or supervise other hairstylists, hairdressers, and assistants.
- Massage and treat scalp for hygienic and remedial purposes, using hands, fingers, or vibrating equipment.
- Administer therapeutic medication and advise patron to seek medical treatment for chronic or contagious scalp conditions.
- Recommend and explain the use of cosmetics, lotions, and creams to soften and lubricate skin and enhance and restore natural appearance.
- Clean, shape, and polish fingernails and toenails, using files and nail polish.
- Apply artificial fingernails.
- Give facials to patrons, using special compounds, such as lotions and creams.
- Attach wigs or hairpieces to model heads and dress wigs and hairpieces according to instructions, samples, sketches or photographs.
- Schedule client appointments.
- Operate cash registers to receive payments from patrons.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Obtain or arrange cargo insurance.
- Calculate weight, volume, or cost of goods to be moved.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Provide shipment status notification to exporters, consignees, or insurers.
- Verify proper packaging and labeling of exported goods.
- Prepare invoices or cost quotations for freight transportation.
- Select shipment routes, based on nature of goods shipped, transit times, or security needs.
- Keep records of goods dispatched or received.
- Consolidate loads with a common destination to reduce costs to individual shippers.
- Monitor or record locations of goods in transit.
- Reserve necessary space on ships, aircraft, trains, or trucks.
- Negotiate shipping rates with freight carriers.
- Arrange delivery or storage of goods at destinations.
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Determine efficient and cost-effective methods of moving goods from one location to another.
- Make arrangements with customs brokers to facilitate the passage of goods through customs.
- Recommend or arrange appropriate merchandise packing methods, according to climate, terrain, weight, nature of goods, or costs.
- Maintain current knowledge of relevant legislation, political situations, or other factors that could affect freight shipping.
- Provide detailed port information to importers or exporters.
- Arrange for special transport of sensitive cargoes, such as livestock, food, or medical supplies.
- Complete customs paperwork.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Assist clients in obtaining insurance reimbursements.
- Analyze shipping routes to determine how to minimize environmental impact.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Obtain or arrange cargo insurance.
- Schedule appointments with clients.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
- Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- 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.
- Schedule and make appointments.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Receive and place telephone calls.
- Organize and maintain law libraries, documents, and case files.
- Make photocopies of correspondence, documents, and other printed matter.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Draft and type office memos.
- Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- Prepare and distribute invoices to bill clients or pay account expenses.
- Submit articles and information from searches to attorneys for review and approval for use.
- Make travel arrangements for attorneys.
- Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
- Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
- Schedule and make appointments.
- Prepare credit cards or charge account plates.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- File sales slips in customers' ledgers for billing purposes.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Mail charge statements to customers.
- Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
- Relay credit report information to subscribers by mail or by telephone.
- 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.
- Prepare credit cards or charge account plates.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- 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.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Schedule client appointments and accept payments.
- Clean and sanitize tools and work environment.
- Apply undercoat and clear or colored polish onto nails with brush.
- Maintain supply inventories and records of client services.
- Shape and smooth ends of nails, using scissors, files, or emery boards.
- Prepare nail cuticles with water and oil, using cuticle knives to push back cuticles and scissors or nippers to trim cuticles.
- Prepare customers' nails in soapy water, using swabs, files, and orange sticks.
- Remove previously applied nail polish, using liquid remover and swabs.
- Use rotary abrasive wheels to shape and smooth nails or artificial extensions.
- Assess the condition of clients' hands, remove dead skin, and massage hands.
- Roughen surfaces of fingernails, using abrasive wheel.
- Advise clients on nail care and use of products and colors.
- Treat nails to repair or improve strength and resilience by wrapping.
- Extend nails using powder, solvent, and paper forms attached to tips of customers' fingers to support and shape artificial nails.
- Polish nails, using powdered polish and buffer.
- Whiten underside of nails with white paste or pencils.
- Promote and sell nail care products.
- Decorate clients' nails by piercing or attaching ornaments or designs.
- Schedule client appointments and accept payments.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Approve and pay bills.
- Compute bills, collect payments, and make change for guests.
- Greet, register, and assign rooms to guests of hotels or motels.
- Contact housekeeping or maintenance staff when guests report problems.
- Issue room keys and escort instructions to bellhops.
- Make and confirm reservations.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Keep records of room availability and guests' accounts, manually or using computers.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Review accounts and charges with guests during the check out process.
- Record guest comments or complaints, referring customers to managers as necessary.
- Transmit and receive messages, using telephones or telephone switchboards.
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
- Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
- Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
- Date-stamp, sort, and rack incoming mail and messages.
- Arrange tours, taxis, or restaurant reservations for customers.
- Deposit guests' valuables in hotel safes or safe-deposit boxes.
- Plan, schedule or supervise the work of other employees.
- Compute bills, collect payments, and make change for guests.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- 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.
- Gather, register, and arrange the material to be typed, following instructions.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Keep records of work performed.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Search for specific sets of stored, typed characters to make changes.
- Collate pages of reports and other documents.
- 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.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Transcribe stenotyped notes of court proceedings.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- Schedule guest appointments.
- Respond to customer inquiries or complaints.
- Maintain client databases.
- Coordinate facility schedules to maximize usage and efficiency.
- Perform accounting duties, such as recording daily cash flow, preparing bank deposits, or generating financial statements.
- Monitor operations to ensure compliance with applicable health, safety, or hygiene standards.
- Plan or direct spa services and programs.
- Develop or implement marketing strategies.
- Sell products, services, or memberships.
- Recruit, interview, or hire employees.
- Assess employee performance and suggest ways to improve work.
- Inventory products and order new supplies.
- Establish spa budgets and financial goals.
- Inform staff of job responsibilities, performance expectations, client service standards, or corporate policies and guidelines.
- Train staff in the use or sale of products, programs, or activities.
- Participate in continuing education classes to maintain current knowledge of industry.
- Direct facility maintenance or repair.
- Verify staff credentials, such as educational and certification requirements.
- Schedule staff or supervise scheduling.
- Check spa equipment to ensure proper functioning.
- Develop staff service or retail goals and guide staff in goal achievement.
- Schedule guest appointments.
- Answer telephones and schedule appointments.
- Feed and water animals according to schedules and feeding instructions.
- Provide treatment to sick or injured animals, or contact veterinarians to secure treatment.
- Examine and observe animals to detect signs of illness, disease, or injury.
- Mix food, liquid formulas, medications, or food supplements according to instructions, prescriptions, and knowledge of animal species.
- Do facility laundry and clean, organize, maintain, and disinfect animal quarters, such as pens and stables, and equipment, such as saddles and bridles.
- Exercise animals to maintain their physical and mental health.
- Collect and record animal information, such as weight, size, physical condition, treatments received, medications given, and food intake.
- Respond to questions from patrons, and provide information about animals, such as behavior, habitat, breeding habits, or facility activities.
- Advise pet owners on how to care for their pets' health.
- Perform animal grooming duties, such as washing, brushing, clipping, and trimming coats, cutting nails, and cleaning ears.
- Observe and caution children petting and feeding animals in designated areas to ensure the safety of humans and animals.
- Clean and disinfect surgical equipment.
- Find homes for stray or unwanted animals.
- Discuss with clients their pets' grooming needs.
- Transfer animals between enclosures to facilitate breeding, birthing, shipping, or rearrangement of exhibits.
- Adjust controls to regulate specified temperature and humidity of animal quarters, nurseries, or exhibit areas.
- Anesthetize and inoculate animals, according to instructions.
- Install, maintain, and repair animal care facility equipment, such as infrared lights, feeding devices, and cages.
- Train animals to perform certain tasks.
- Order, unload, and store feed and supplies.
- Sell pet food and supplies.
- Answer telephones and schedule appointments.
- Process payroll information.
- 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.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
- File and retrieve corporate documents, records, and reports.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Provide clerical support to other departments.
- Attend meetings to record minutes.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
- Process payroll information.
- Process and issue employee paychecks and statements of earnings and deductions.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Prepare and file payroll tax returns.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Post relevant work hours to client files to bill clients properly.
- 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.
- Process and issue employee paychecks and statements of earnings and deductions.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Pay small claims.
- Prepare and process payroll information.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Prepare and process payroll information.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform record checks on past or current licensees, as required by investigations.
- Instruct parties about timing of court appearances.
- Respond to requests for information from the public, other municipalities, state officials, or state and federal legislative offices.
- Coordinate or maintain office tracking systems for correspondence or follow-up actions.
- Train other workers or coordinate their work, as necessary.
- Research information in the municipal archives upon request of public officials or private citizens.
- Perform contract administration duties, assisting with bid openings or the awarding of contracts.
- Participate in the administration of municipal elections, such as preparation or distribution of ballots, appointment or training of election officers, or tabulation or certification of results.
- Search files and contact witnesses, attorneys, or litigants to obtain information for the court.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Maintain databases of logistics information.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Track product flow from origin to final delivery.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Write or revise standard operating procedures for logistics processes.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
