- Answer routine inquiries, and refer calls not requiring dispatches to appropriate departments and agencies.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 3 | 3 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
| 2 | 3 | 2 | 43-2021.00 | Telephone Operators |
| 2 | 3 | 2 | 43-4121.00 | Library Assistants, Clerical |
| 2 | 2 | 3 | 29-2099.08 | Patient Representatives 
|
| 2 | 2 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
| 2 | 2 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
| 1 | 3 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 1 | 3 | 2 | 41-2011.00 | Cashiers
|
| 1 | 2 | 2 | 43-5041.00 | Meter Readers, Utilities |
| 1 | 2 | 2 | 43-4051.00 | Customer Service Representatives
|
| 1 | 2 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
| 1 | 2 | 2 | 43-4081.00 | Hotel, Motel, and Resort Desk Clerks |
| 1 | 2 | 2 | 43-5051.00 | Postal Service Clerks |
| 1 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 1 | 3 | 43-4011.00 | Brokerage Clerks |
| 1 | 1 | 2 | 41-9041.00 | Telemarketers |
| 1 | 1 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 1 | 1 | 2 | 33-9032.00 | Security Guards
|
| 1 | 1 | 3 | 43-4141.00 | New Accounts Clerks |
| 1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 1 | 1 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
| 1 | 1 | 2 | 43-9022.00 | Word Processors and Typists |
| 1 | 1 | 2 | 39-3011.00 | Gambling Dealers |
| 1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
| 1 | 1 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
| 1 | 1 | 1 | 37-2012.00 | Maids and Housekeeping Cleaners
|
| 1 | 1 | 2 | 43-3071.00 | Tellers |
| 1 | 1 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 1 | 1 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 1 | 1 | 2 | 43-5011.01 | Freight Forwarders
|
- 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.
- Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
- 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 various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
- 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.
- Stamp messages with time and date and file them appropriately.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- 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.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.
- Provide assistance for customers with special billing requests.
- Suggest and check alternate spellings, locations, or listing formats to customers lacking details or complete information.
- Offer special assistance to persons such as those who are unable to dial or who are in emergency situations.
- Observe signal lights on switchboards, and dial or press buttons to make connections.
- Calculate and quote charges for services such as long-distance connections.
- Monitor automated systems for placing collect calls and intervene for a callers needing assistance.
- Perform clerical duties such as typing, proofreading, and sorting mail.
- Consult charts to determine charges for pay-telephone calls, requesting coin deposits for calls as necessary.
- Interrupt busy lines if an emergency warrants.
- Provide relay service for hearing-impaired users.
- Promote company products, services, and savings plans when appropriate.
- Operate paging systems or other systems of bells or buzzers to notify recipients of incoming calls.
- Update directory information.
- Keep records of calls placed and received, and of related toll charges.
- Listen to customer requests, referring to alphabetical or geographical directories to answer questions and provide telephone information.
- Operate telephone switchboards and systems to advance and complete connections, including those for local, long distance, pay telephone, mobile, person-to-person, and emergency calls.
- Provide assistance for customers with special billing requests.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- 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.
- 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.
- Process new materials including books, audio-visual materials, and computer software.
- 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.
- Repair books using mending tape, paste, and brushes or prepare books to be sent to a bindery for repair.
- 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.
- 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.
- Operate and maintain audio-visual equipment.
- 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.
- Answer routine inquiries and refer patrons in need of professional assistance to librarians.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- Refer patients to appropriate health care services or resources.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Interview patients or their representatives to identify problems relating to care.
- Maintain knowledge of community services and resources available to patients.
- Explain policies, procedures, or services to patients using medical or administrative knowledge.
- Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
- Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.
- Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
- Analyze patients' abilities to pay to determine charges on a sliding scale.
- Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Teach patients to use home health care equipment.
- Refer patients to appropriate health care services or resources.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- Answer telephones and direct calls to appropriate staff.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- 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.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- 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.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Create, maintain, and enter information into databases.
- Use computers for various applications, such as database management or word processing.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
- Complete forms in accordance with company procedures.
- 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.
- 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.
- 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.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Contact insured or other involved persons to obtain missing information.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- 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.
- 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.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- 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.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Contact insured or other involved persons to obtain missing information.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Answer incoming phone calls.
- Help customers find the location of products.
- Offer customers carry-out service at the completion of transactions.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Answer customers' questions, and provide information on procedures or policies.
- Issue receipts, refunds, credits, or change due to customers.
- Greet customers entering establishments.
- Supervise others and provide on-the-job training.
- Assist customers by providing information and resolving their complaints.
- Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
- Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
- Stock shelves, sort and reshelve returned items, and mark prices on items and shelves.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Keep periodic balance sheets of amounts and numbers of transactions.
- Compute and record totals of transactions.
- Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately.
- Sort, count, and wrap currency and coins.
- Weigh items sold by weight to determine prices.
- Issue trading stamps, and redeem food stamps and coupons.
- Pay company bills by cash, vouchers, or checks.
- Post charges against guests' or patients' accounts.
- Request information or assistance, using paging systems.
- Process merchandise returns and exchanges.
- Cash checks for customers.
- Sell tickets and other items to customers.
- Compile and maintain non-monetary reports and records.
- Answer incoming phone calls.
- Help customers find the location of products.
- Offer customers carry-out service at the completion of transactions.
- Answer customers' questions about services and charges, or direct them to customer service centers.
- Leave messages to arrange different times to read meters in cases in which meters are not accessible.
- Read electric, gas, water, or steam consumption meters and enter data in route books or hand-held computers.
- Upload into office computers all information collected on hand-held computers during meter rounds, or return route books or hand-held computers to business offices so that data can be compiled.
- Walk or drive vehicles along established routes to take readings of meter dials.
- Inspect meters for unauthorized connections, defects, and damage, such as broken seals.
- Verify readings in cases where consumption appears to be abnormal, and record possible reasons for fluctuations.
- Report to service departments any problems, such as meter irregularities, damaged equipment, or impediments to meter access, including dogs.
- Connect and disconnect utility services at specific locations.
- Update client address and meter location information.
- Perform preventative maintenance or minor repairs on meters.
- Report lost or broken keys.
- Collect past-due bills.
- Answer customers' questions about services and charges, or direct them to customer service centers.
- Leave messages to arrange different times to read meters in cases in which meters are not accessible.
- Refer unresolved customer grievances to designated departments for further investigation.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- 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.
- 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.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- 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.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- 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.
- Refer unresolved customer grievances to designated departments for further investigation.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Enroll individuals to participate in programs and notify them of their acceptance.
- 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.
- 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.
- 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.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Record guest comments or complaints, referring customers to managers as necessary.
- Review accounts and charges with guests during the check out process.
- 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.
- Compute bills, collect payments, and make change for guests.
- 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.
- Record guest comments or complaints, referring customers to managers as necessary.
- Review accounts and charges with guests during the check out process.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Post announcements or government information on public bulletin boards.
- 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.
- Register, certify, and insure letters and parcels.
- 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.
- 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.
- Cash money orders.
- Order retail items and other supplies for office use.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Post announcements or government information on public bulletin boards.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Contact customers to obtain or relay account information.
- 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.
- 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.
- 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.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Contact customers to obtain or relay account information.
- Perform clerical tasks, such as answering phones or distributing mail.
- 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.
- File, type, or operate standard office machines.
- 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.
- Perform clerical tasks, such as answering phones or distributing mail.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Contact businesses or private individuals by telephone to solicit sales for goods or services, or to request donations for charitable causes.
- Obtain customer information such as name, address, and payment method, and enter orders into computers.
- Explain products or services and prices, and answer questions from customers.
- Record names, addresses, purchases, and reactions of prospects contacted.
- Maintain records of contacts, accounts, and orders.
- Deliver prepared sales talks, reading from scripts that describe products or services, to persuade potential customers to purchase a product or service or to make a donation.
- Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
- Adjust sales scripts to better target the needs and interests of specific individuals.
- Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations.
- Schedule appointments for sales representatives to meet with prospective customers or for customers to attend sales presentations.
- Conduct client or market surveys to obtain information about potential customers.
- Answer telephone calls from potential customers who have been solicited through advertisements.
- Receive and place telephone calls.
- 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.
- Schedule and make appointments.
- 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.
- Receive and place telephone calls.
- Answer telephone calls to take messages, answer questions, and provide information during non-business hours or when switchboard is closed.
- Lock doors and gates of entrances and exits to secure buildings.
- Patrol industrial or commercial premises to prevent and detect signs of intrusion and ensure security of doors, windows, and gates.
- Respond to medical emergencies by administering basic first aid or by obtaining assistance from paramedics.
- Answer alarms and investigate disturbances.
- Circulate among visitors, patrons, or employees to preserve order and protect property.
- Monitor and authorize entrance and departure of employees, visitors, and other persons to guard against theft and maintain security of premises.
- Write reports of daily activities and irregularities, such as equipment or property damage, theft, presence of unauthorized persons, or unusual occurrences.
- Warn persons of rule infractions or violations, and apprehend or evict violators from premises, using force when necessary.
- Call police or fire departments in cases of emergency, such as fire or presence of unauthorized persons.
- Operate detecting devices to screen individuals and prevent passage of prohibited articles into restricted areas.
- Inspect and adjust security systems, equipment, or machinery to ensure operational use and to detect evidence of tampering.
- Escort or drive motor vehicle to transport individuals to specified locations or to provide personal protection.
- Monitor and adjust controls that regulate building systems, such as air conditioning, furnace, or boiler.
- Answer telephone calls to take messages, answer questions, and provide information during non-business hours or when switchboard is closed.
- Refer customers to appropriate bank personnel to meet their financial needs.
- 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.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- 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.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- Schedule benefits claimants for adjudication interviews to address questions of eligibility.
- Provide applicants with assistance in completing application forms, such as those for job referrals or unemployment compensation claims.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Investigate claimants for the possibility of fraud or abuse.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
- Identify and report problems in obtaining valid data.
- Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Review data obtained from interview for completeness and accuracy.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Assist individuals in filling out applications or questionnaires.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Supervise or train other staff members.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Locate and list addresses and households.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- 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.
- 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.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Refer patrons to gaming cashiers to collect winnings.
- Pay winnings or collect losing bets as established by the rules and procedures of a specific game.
- Greet customers and make them feel welcome.
- Exchange paper currency for playing chips or coin money.
- Check to ensure that all players have placed bets before play begins.
- Inspect cards and equipment to be used in games to ensure that they are in good condition.
- Deal cards to house hands, and compare these with players' hands to determine winners, as in black jack.
- Stand behind a gaming table and deal the appropriate number of cards to each player.
- Apply rule variations to card games such as poker, in which players bet on the value of their hands.
- Receive, verify, and record patrons' cash wagers.
- Conduct gambling games, such as dice, roulette, cards, or keno, following all applicable rules and regulations.
- Work as part of a team of dealers in games, such as baccarat or craps.
- Start and control games and gaming equipment, and announce winning numbers or colors.
- Compute amounts of players' wins or losses, or scan winning tickets presented by patrons to calculate the amount of money won.
- Open and close cash floats and game tables.
- Answer questions about game rules and casino policies.
- Supervise staff and monitor gambling tables to ensure security of the game.
- Seat patrons at gaming tables.
- Train new dealers.
- Prepare collection reports for submission to supervisors.
- Participate in games for gambling establishments to provide the minimum complement of players at a table.
- Refer patrons to gaming cashiers to collect winnings.
- Answer telephones, direct calls, and take messages.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- 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.
- 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.
- Answer telephones, direct calls, and take messages.
- Answer phone calls and direct calls to appropriate parties or take messages.
- 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.
- 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.
- 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.
- Answer phone calls and direct calls to appropriate parties or take messages.
- Answer telephones and doorbells.
- Keep storage areas and carts well-stocked, clean, and tidy.
- Carry linens, towels, toilet items, and cleaning supplies, using wheeled carts.
- Clean rooms, hallways, lobbies, lounges, restrooms, corridors, elevators, stairways, locker rooms, and other work areas so that health standards are met.
- Empty wastebaskets, empty and clean ashtrays, and transport other trash and waste to disposal areas.
- Sweep, scrub, wax, or polish floors, using brooms, mops, or powered scrubbing and waxing machines.
- Replenish supplies, such as drinking glasses, linens, writing supplies, and bathroom items.
- Clean rugs, carpets, upholstered furniture, and draperies, using vacuum cleaners and shampooers.
- Wash windows, walls, ceilings, and woodwork, waxing and polishing as necessary.
- Dust and polish furniture and equipment.
- Disinfect equipment and supplies, using germicides or steam-operated sterilizers.
- Observe precautions required to protect hotel and guest property and report damage, theft, and found articles to supervisors.
- Sort, count, and mark clean linens and store them in linen closets.
- Sort clothing and other articles, load washing machines, and iron and fold dried items.
- Assign duties to other staff and give instructions regarding work methods and routines.
- Move and arrange furniture and turn mattresses.
- Replace light bulbs.
- Deliver television sets, ironing boards, baby cribs, and rollaway beds to guests' rooms.
- Hang draperies and dust window blinds.
- Request repair services and wait for repair workers to arrive.
- Prepare rooms for meetings and arrange decorations, media equipment, and furniture for social or business functions.
- Remove debris from driveways, garages, and swimming pool areas.
- Wash dishes and clean kitchens, cooking utensils, and silverware.
- Polish silver accessories and metalwork, such as fixtures and fittings.
- Run errands, such as taking laundry to the cleaners and buying groceries.
- Answer telephones and doorbells.
- Answer telephones and assist customers with their questions.
- 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.
- 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.
- Issue checks to bond owners in settlement of transactions.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Answer telephones and assist customers with their questions.
- 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.
- 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.
- 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.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- 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.
- Perform general office duties, such as taking or transcribing dictation, typing or proofreading correspondence, distributing or filing official forms, or scheduling appointments.
- 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 administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine 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.
- Pay or arrange for payment of freight or insurance fees or other charges.
- 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.
- Obtain or arrange cargo insurance.
- Complete customs paperwork.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- 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.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
