- Perform general office or clerical work, such as filing materials, operating duplicating machines, or running errands.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
| 4 | 4 | 2 | 43-4071.00 | File Clerks |
| 2 | 4 | 2 | 43-9022.00 | Word Processors and Typists |
| 2 | 2 | 2 | 43-9061.00 | Office Clerks, General 
|
| 2 | 2 | 2 | 43-9051.00 | Mail Clerks and Mail Machine Operators, Except Postal Service |
| 2 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 2 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 2 | 2 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
| 1 | 4 | 2 | 43-4121.00 | Library Assistants, Clerical |
| 1 | 3 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
| 1 | 3 | 2 | 43-3071.00 | Tellers |
| 1 | 2 | 3 | 27-3092.00 | Court Reporters and Simultaneous Captioners |
| 1 | 2 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 2 | 3 | 43-4141.00 | New Accounts Clerks |
| 1 | 2 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 1 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 1 | 2 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
| 1 | 1 | 2 | 43-9021.00 | Data Entry Keyers |
| 1 | 1 | 3 | 43-4011.00 | Brokerage Clerks |
| 1 | 1 | 4 | 43-9081.00 | Proofreaders and Copy Markers |
| 1 | 1 | 4 | 43-9111.00 | Statistical Assistants |
| 1 | 1 | 2 | 43-3011.00 | Bill and Account Collectors |
| 1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 1 | 1 | 3 | 39-4011.00 | Embalmers |
- 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.
- Load machines with materials such as blank paper or film.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Read job orders to determine the type of work to be done, the quantities to be produced, and the materials needed.
- Deliver completed work.
- Sort, assemble, and proof completed work.
- 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.
- 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.
- Maintain stock of supplies, and requisition any needed items.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- 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.
- 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.
- Load machines with materials such as blank paper or film.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Add new material to file records or create new records as necessary.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Answer questions about records or files.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Gather materials to be filed from departments or employees.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Track materials removed from files to ensure that borrowed files are returned.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Modify or improve filing systems or implement new filing systems.
- Design forms related to filing systems.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Add new material to file records or create new records as necessary.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Print and make copies of work.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- 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.
- 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.
- Transmit work electronically to other locations.
- 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.
- Manage schedules and set dates, times, and locations for meetings and appointments.
- 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.
- Print and make copies of work.
- Operate and resupply printers and computers, changing print wheels or fluid cartridges, adding paper, and loading blank tapes, cards, or disks into equipment.
- 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.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- 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.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Operate embossing machines or typewriters to make corrections, additions, and changes to address plates.
- Insert material for printing or addressing into loading racks on machines, select type or die sizes, and position plates, stencils, or tapes in machine magazines.
- Wrap packages or bundles by hand, or by using tying machines.
- Verify that items are addressed correctly, marked with the proper postage, and in suitable condition for processing.
- Remove containers of sorted mail or parcels and transfer them to designated areas according to established procedures.
- Sort and route incoming mail, and collect outgoing mail, using carts as necessary.
- Affix postage to packages or letters by hand, or stamp materials, using postage meters.
- Determine manner in which mail is to be sent, and prepare it for delivery to mailing facilities.
- Accept and check containers of mail or parcels from large volume mailers, couriers, and contractors.
- Seal or open envelopes, by hand or by using machines.
- Weigh packages or letters to determine postage needed, using weighing scales and rate charts.
- Inspect mail machine output for defects and determine how to eliminate causes of any defects.
- Remove from machines printed materials, such as labeled articles, postmarked envelopes or tape, and folded sheets.
- Release packages or letters to customers upon presentation of written notices or other identification.
- Operate computer-controlled keyboards or voice recognition equipment to direct items according to established routing schemes.
- Answer inquiries regarding shipping or mailing policies.
- Lift and unload containers of mail or parcels onto equipment for transportation to sortation stations.
- Contact delivery or courier services to arrange delivery of letters and parcels.
- Place incoming or outgoing letters or packages into sacks or bins based on destination or type, and place identifying tags on sacks or bins.
- Clear jams in sortation equipment.
- Mail merchandise samples or promotional literature in response to requests.
- Adjust guides, rollers, loose card inserters, weighing machines, and tying arms, using rules and hand tools.
- Read production orders to determine types and sizes of items scheduled for printing and mailing.
- Sell mail products, and accept payment for products and mailing charges.
- Start machines that automatically feed plates, stencils, or tapes through mechanisms, and observe machine operations to detect any malfunctions.
- Stamp dates and times of receipt of incoming mail.
- Add ink, fill paste reservoirs, and change machine ribbons when necessary.
- Use equipment, such as forklifts and automated "trains," to move containers of mail.
- Fold letters or circulars and insert them in envelopes.
- Operate embossing machines or typewriters to make corrections, additions, and changes to address plates.
- Insert material for printing or addressing into loading racks on machines, select type or die sizes, and position plates, stencils, or tapes in machine magazines.
- Operate typing, adding, calculating, or billing machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- 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.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Operate typing, adding, calculating, or billing machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- 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.
- 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.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare and process payroll information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- 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.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Make copies of correspondence or other printed material.
- 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.
- 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.
- 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.
- Learn to operate new office technologies as they are developed and implemented.
- Train and assist staff with computer usage.
- Order and dispense supplies.
- Prepare conference or event materials, such as flyers or invitations.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Establish work procedures or schedules and keep track of the daily work of clerical staff.
- Provide services to customers, such as order placement or account information.
- Prepare and mail checks.
- Arrange conference, meeting, or travel reservations for office personnel.
- Supervise other clerical staff and provide training and orientation to new staff.
- Manage projects or contribute to committee or team work.
- Coordinate conferences, meetings, or special events, such as luncheons or graduation ceremonies.
- Mail newsletters, promotional material, or other information.
- Take dictation in shorthand or by machine and transcribe information.
- Develop or maintain internal or external company Web sites.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Make copies of correspondence or other printed material.
- Operate and maintain audio-visual equipment.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Process new materials including books, audio-visual materials, and computer software.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- Sort books, publications, and other items according to established procedure and return them to shelves, files, or other designated storage areas.
- Open and close library during specified hours and secure library equipment, such as computers and audio-visual equipment.
- Locate library materials for patrons, including books, periodicals, tape cassettes, Braille volumes, and pictures.
- Enter and update patrons' records on computers.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Manage reserve materials by placing items on reserve for library patrons, checking items in and out of library, and removing out-of-date items.
- Lend, reserve, and collect books, periodicals, videotapes, and other materials at circulation desks and process materials for inter-library loans.
- Instruct patrons on how to use reference sources, card catalogs, and automated information systems.
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Maintain records of items received, stored, issued, and returned and file catalog cards according to system used.
- Register new patrons and issue borrower identification cards that permit patrons to borrow books and other materials.
- Provide assistance to librarians in the maintenance of collections of books, periodicals, magazines, newspapers, and audio-visual and other materials.
- Review records, such as microfilm and issue cards, to identify titles of overdue materials and delinquent borrowers.
- Send out notices and accept fine payments for lost or overdue books.
- Maintain library equipment, such as photocopiers, scanners, and computers, and instruct patrons in proper use of such equipment.
- Schedule, supervise, and train clerical workers, volunteers, student assistants, and other library employees.
- Take action to deal with disruptive or problem patrons.
- Prepare, store, and retrieve classification and catalog information, lecture notes, or other information related to stored documents, using computers.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Prepare library statistics reports.
- Deliver and retrieve items to and from departments by hand or using push carts.
- Assist in the preparation of book displays.
- Classify and catalog items according to content and purpose.
- Operate small branch libraries, under the direction of off-site librarian supervisors.
- Plan or participate in library events and programs, such as story time with children.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Place books in mailing containers, affix address labels, and secure containers with straps for mailing to blind library patrons.
- Design or maintain library web site and online catalogues.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Operate and maintain audio-visual equipment.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Process new materials including books, audio-visual materials, and computer software.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- File and retrieve corporate documents, records, and reports.
- Prepare responses to correspondence containing routine inquiries.
- Provide clerical support to other departments.
- 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.
- 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.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Attend meetings to record minutes.
- Process payroll information.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
- File and retrieve corporate documents, records, and reports.
- Prepare responses to correspondence containing routine inquiries.
- Provide clerical support to other departments.
- Sort and file deposit slips and checks.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- 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.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- 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.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- 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.
- 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.
- Compute financial fees, interest, and service charges.
- Process and maintain records of customer loans.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Sort and file deposit slips and checks.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- File a legible transcript of records of a court case with the court clerk's office.
- Type court orders for judges.
- Record verbatim proceedings of courts, legislative assemblies, committee meetings, and other proceedings, using computerized recording equipment, electronic stenograph machines, or stenomasks.
- Proofread transcripts for correct spelling of words.
- Provide transcripts of proceedings upon request of judges, lawyers, or the public.
- Transcribe recorded proceedings in accordance with established formats.
- Log and store exhibits from court proceedings.
- File and store shorthand notes of court session.
- Verify accuracy of transcripts by checking copies against original records of proceedings and accuracy of rulings by checking with judges.
- Respond to requests during court sessions to read portions of the proceedings already recorded.
- Record symbols on computer storage media and use computer aided transcription to translate and display them as text.
- Take notes in shorthand or use a stenotype or shorthand machine that prints letters on a paper tape.
- Record depositions and other proceedings for attorneys.
- Ask speakers to clarify inaudible statements.
- File a legible transcript of records of a court case with the court clerk's office.
- Type court orders for judges.
- Make photocopies of correspondence, documents, and other printed matter.
- Draft and type office memos.
- Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- Receive and place telephone calls.
- Schedule and make appointments.
- Organize and maintain law libraries, documents, and case files.
- Assist attorneys in collecting information such as employment, medical, and other records.
- 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.
- Make photocopies of correspondence, documents, and other printed matter.
- Draft and type office memos.
- Duplicate records for distribution to branch offices.
- 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.
- 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.
- Perform teller duties as required.
- Duplicate records for distribution to branch offices.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- 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.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- 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.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- 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.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- File and maintain records.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- 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.
- Schedule appointments and maintain and update appointment calendars.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- Hear and resolve complaints from customers or the public.
- 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.
- 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.
- File and maintain records.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Stamp messages with time and date and file them appropriately.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
- Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
- Greet visitors, log them in and out of the facility, assign them security badges, and contact employee escorts.
- Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
- Record messages, suggesting rewording for clarity or conciseness.
- Page individuals to inform them of telephone calls, using paging or interoffice communication equipment.
- Relay or route written or verbal messages.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Place telephone calls or arrange conference calls as instructed.
- Process incoming or outgoing mail, packages, or deliveries.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Monitor alarm systems to ensure that secure conditions are maintained.
- Contact security staff members when necessary, using radio-telephones.
- Complete forms for sales orders.
- Answer simple questions about clients' businesses, using reference files.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Stamp messages with time and date and file them appropriately.
- Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- Load machines with required input or output media, such as paper, cards, disks, tape, or Braille media.
- Locate and correct data entry errors, or report them to supervisors.
- Compile, sort, and verify the accuracy of data before it is entered.
- 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.
- Resolve garbled or indecipherable messages, using cryptographic procedures and equipment.
- Load machines with required input or output media, such as paper, cards, disks, tape, or Braille media.
- File, type, or operate standard office machines.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Perform clerical tasks, such as answering phones or distributing mail.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
- Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- File, type, or operate standard office machines.
- Archive documents, conduct research, and read copy, using the internet and various computer programs.
- Mark copy to indicate and correct errors in type, arrangement, grammar, punctuation, or spelling, using standard printers' marks.
- Read corrected copies or proofs to ensure that all corrections have been made.
- Correct or record omissions, errors, or inconsistencies found.
- Compare information or figures on one record against same data on other records, or with original copy, to detect errors.
- Route proofs with marked corrections to authors, editors, typists, or typesetters for correction or reprinting.
- Consult reference books or secure aid of readers to check references with rules of grammar and composition.
- Consult with authors and editors regarding manuscript changes and suggestions.
- Write original content, such as headlines, cutlines, captions, and cover copy.
- Typeset and measure dimensions, spacing, and positioning of page elements, such as copy and illustrations, to verify conformance to specifications, using printer's ruler or layout software.
- Read proof sheets aloud, calling out punctuation marks and spelling unusual words and proper names.
- Archive documents, conduct research, and read copy, using the internet and various computer programs.
- File data and related information, and maintain and update databases.
- 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.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Participate in the publication of data or information.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Code data prior to computer entry, using lists of codes.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- 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.
- File data and related information, and maintain and update databases.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Advise customers of necessary actions and strategies for debt repayment.
- Answer customer questions regarding problems with their accounts.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
- Receive payments and post amounts paid to customer accounts.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Negotiate credit extensions when necessary.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- File sales slips in customers' ledgers for billing purposes.
- 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.
- 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.
- File sales slips in customers' ledgers for billing purposes.
- File copies of orders received, or post orders on records.
- 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.
- 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.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- File copies of orders received, or post orders on records.
- Prepare and file payroll tax returns.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Process and issue employee paychecks and statements of earnings and deductions.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- 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.
- Prepare and file payroll tax returns.
- Assist coroners at death scenes or at autopsies, file police reports, and testify at inquests or in court, if employed by a coroner.
- Conform to laws of health and sanitation and ensure that legal requirements concerning embalming are met.
- Apply cosmetics to impart lifelike appearance to the deceased.
- Join lips, using needles and thread or wire.
- Close incisions, using needles and sutures.
- Incise stomach and abdominal walls and probe internal organs, using trocar, to withdraw blood and waste matter from organs.
- Clean and disinfect areas in which bodies are prepared and embalmed.
- Dress bodies and place them in caskets.
- Make incisions in arms or thighs and drain blood from circulatory system and replace it with embalming fluid, using pump.
- Remove the deceased from place of death and transport to funeral home.
- Perform the duties of funeral directors, including coordinating funeral activities.
- Attach trocar to pump-tube, start pump, and repeat probing to force embalming fluid into organs.
- Reshape or reconstruct disfigured or maimed bodies when necessary, using dermasurgery techniques and materials such as clay, cotton, plaster of Paris, and wax.
- Pack body orifices with cotton saturated with embalming fluid to prevent escape of gases or waste matter.
- Conduct interviews to arrange for the preparation of obituary notices, to assist with the selection of caskets or urns, and to determine the location and time of burials or cremations.
- Insert convex celluloid or cotton between eyeballs and eyelids to prevent slipping and sinking of eyelids.
- Assist with placing caskets in hearses and organize cemetery processions.
- Maintain records, such as itemized lists of clothing or valuables delivered with body and names of persons embalmed.
- Wash and dry bodies, using germicidal soap and towels or hot air dryers.
- Arrange for transporting the deceased to another state for interment.
- Perform special procedures necessary for remains that are to be transported to other states or overseas, or where death was caused by infectious disease.
- Supervise funeral attendants and other funeral home staff.
- Serve as pallbearers, attend visiting rooms, and provide other assistance to the bereaved.
- Direct casket and floral display placement and arrange guest seating.
- Arrange funeral home equipment and perform general maintenance.
- Press diaphragm to evacuate air from lungs.
- Assist coroners at death scenes or at autopsies, file police reports, and testify at inquests or in court, if employed by a coroner.
