- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 4 | 4 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants 
|
| 3 | 3 | 3 | 43-4011.00 | Brokerage Clerks |
| 3 | 3 | 2 | 43-3061.00 | Procurement Clerks |
| 3 | 3 | 2 | 43-5011.01 | Freight Forwarders
|
| 2 | 3 | 3 | 31-9094.00 | Medical Transcriptionists |
| 2 | 3 | 3 | 31-9091.00 | Dental Assistants
|
| 2 | 3 | 2 | 31-1133.00 | Psychiatric Aides
|
| 2 | 2 | 3 | 31-9099.01 | Speech-Language Pathology Assistants
|
| 2 | 2 | 3 | 43-6012.00 | Legal Secretaries and Administrative Assistants |
| 2 | 2 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
| 2 | 2 | 2 | 43-4021.00 | Correspondence Clerks |
| 2 | 2 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
| 2 | 2 | 4 | 17-2199.07 | Photonics Engineers |
| 2 | 2 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
| 2 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
| 2 | 2 | 2 | 43-4121.00 | Library Assistants, Clerical |
| 1 | 3 | 4 | 41-3011.00 | Advertising Sales Agents |
| 1 | 1 | 2 | 43-5071.00 | Shipping, Receiving, and Inventory Clerks |
| 1 | 1 | 2 | 43-5032.00 | Dispatchers, Except Police, Fire, and Ambulance |
| 1 | 1 | 3 | 29-2099.08 | Patient Representatives
|
| 1 | 1 | 3 | 31-9011.00 | Massage Therapists
|
| 1 | 1 | 4 | 43-9111.00 | Statistical Assistants |
| 1 | 1 | 2 | 43-3011.00 | Bill and Account Collectors |
| 1 | 1 | 2 | 43-4051.00 | Customer Service Representatives
|
| 1 | 1 | 2 | 31-1121.00 | Home Health Aides
|
| 1 | 1 | 3 | 31-2012.00 | Occupational Therapy Aides
|
| 1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
| 1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
| 1 | 1 | 2 | 43-3041.00 | Gambling Cage Workers |
| 1 | 1 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
| 1 | 1 | 2 | 31-9095.00 | Pharmacy Aides |
| 1 | 1 | 4 | 15-2099.01 | Bioinformatics Technicians
|
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 2 | 31-2022.00 | Physical Therapist Aides |
| 1 | 1 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
| 1 | 1 | 3 | 29-2036.00 | Medical Dosimetrists |
| 1 | 1 | 2 | 43-9022.00 | Word Processors and Typists |
| 1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
| 1 | 1 | 2 | 43-5051.00 | Postal Service Clerks |
| 1 | 1 | 3 | 31-2011.00 | Occupational Therapy Assistants
|
| 1 | 1 | 2 | 43-5052.00 | Postal Service Mail Carriers |
| 1 | 1 | 3 | 13-1041.08 | Customs Brokers
|
| 1 | 1 | 3 | 31-9097.00 | Phlebotomists
|
| 1 | 1 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers
|
| 1 | 1 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 1 | 2 | 43-4031.00 | Court, Municipal, and License Clerks |
| 1 | 1 | 2 | 53-7065.00 | Stockers and Order Fillers
|
| 1 | 1 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
- Complete insurance or other claim forms.
- Maintain medical records, technical library, or correspondence files.
- 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.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- 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.
- 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.
- Complete insurance or other claim forms.
- Maintain medical records, technical library, or correspondence files.
- 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.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- File, type, or operate standard office machines.
- Perform clerical tasks, such as answering phones or distributing mail.
- 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.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Train and supervise subordinates and other staff.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Prepare invoices or cost quotations for freight transportation.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Calculate weight, volume, or cost of goods to be moved.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Provide shipment status notification to exporters, consignees, or insurers.
- Verify proper packaging and labeling of exported goods.
- 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.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Assist clients in obtaining insurance reimbursements.
- Analyze shipping routes to determine how to minimize environmental impact.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Prepare invoices or cost quotations for freight transportation.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Set up and maintain medical files and databases, including records such as x-ray, lab, and procedure reports, medical histories, diagnostic workups, admission and discharge summaries, and clinical resumes.
- Receive patients, schedule appointments, and maintain patient records.
- Perform data entry and data retrieval services, providing data for inclusion in medical records and for transmission to physicians.
- Return dictated reports in printed or electronic form for physician's review, signature, and corrections and for inclusion in patients' medical records.
- Produce medical reports, correspondence, records, patient-care information, statistics, medical research, and administrative material.
- Identify mistakes in reports and check with doctors to obtain the correct information.
- Review and edit transcribed reports or dictated material for spelling, grammar, clarity, consistency, and proper medical terminology.
- Transcribe dictation for a variety of medical reports, such as patient histories, physical examinations, emergency room visits, operations, chart reviews, consultation, or discharge summaries.
- Distinguish between homonyms and recognize inconsistencies and mistakes in medical terms, referring to dictionaries, drug references, and other sources on anatomy, physiology, and medicine.
- Translate medical jargon and abbreviations into their expanded forms to ensure the accuracy of patient and health care facility records.
- Take dictation using shorthand, a stenotype machine, or headsets and transcribing machines.
- Perform a variety of clerical and office tasks, such as handling incoming and outgoing mail, completing and submitting insurance claims, typing, filing, or operating office machines.
- Decide which information should be included or excluded in reports.
- Receive and screen telephone calls and visitors.
- Answer inquiries concerning the progress of medical cases, within the limits of confidentiality laws.
- Set up and maintain medical files and databases, including records such as x-ray, lab, and procedure reports, medical histories, diagnostic workups, admission and discharge summaries, and clinical resumes.
- Receive patients, schedule appointments, and maintain patient records.
- Perform data entry and data retrieval services, providing data for inclusion in medical records and for transmission to physicians.
- Record treatment information in patient records.
- Schedule appointments, prepare bills and receive payment for dental services, complete insurance forms, and maintain records, manually or using computer.
- Take and record medical and dental histories and vital signs of patients.
- Prepare patient, sterilize or disinfect instruments, set up instrument trays, prepare materials, or assist dentist during dental procedures.
- Assist dentist in management of medical or dental emergencies.
- Order and monitor dental supplies and equipment inventory.
- Expose dental diagnostic x-rays.
- Provide postoperative instructions prescribed by dentist.
- Instruct patients in oral hygiene and plaque control programs.
- Apply protective coating of fluoride to teeth.
- Make preliminary impressions for study casts and occlusal registrations for mounting study casts.
- Pour, trim, and polish study casts.
- Fabricate temporary restorations or custom impressions from preliminary impressions.
- Clean and polish removable appliances.
- Clean teeth, using dental instruments.
- Fabricate and fit orthodontic appliances and materials for patients, such as retainers, wires, or bands.
- Record treatment information in patient records.
- Schedule appointments, prepare bills and receive payment for dental services, complete insurance forms, and maintain records, manually or using computer.
- Take and record medical and dental histories and vital signs of patients.
- Record and maintain patient information, such as vital signs, eating habits, behavior, progress notes, treatments, or discharge plans.
- Complete administrative tasks, such as entering orders into computer, answering telephone calls, or maintaining medical or facility information.
- Interview patients upon admission and record information.
- Listen and provide emotional support and encouragement to psychiatric patients.
- Provide mentally impaired or emotionally disturbed patients with routine physical, emotional, psychological, or rehabilitation care under the direction of nursing or medical staff.
- Complete physical checks and monitor patients to detect unusual or harmful behavior and report observations to professional staff.
- Restrain or aid patients as necessary to prevent injury.
- Work as part of a team that may include psychiatrists, psychologists, psychiatric nurses, or social workers.
- Organize, supervise, or encourage patient participation in social, educational, or recreational activities.
- Provide patients with assistance in bathing, dressing, or grooming, demonstrating these skills as necessary.
- Serve meals or feed patients needing assistance or persuasion.
- Clean and disinfect rooms and furnishings to maintain a safe and orderly environment.
- Accompany patients to and from wards for medical or dental treatments, shopping trips, or religious or recreational events.
- Participate in recreational activities with patients, including card games, sports, or television viewing.
- Perform nursing duties, such as administering medications, measuring vital signs, collecting specimens, or drawing blood samples.
- Maintain patients' restrictions to assigned areas.
- Aid patients in becoming accustomed to hospital routines.
- Record and maintain patient information, such as vital signs, eating habits, behavior, progress notes, treatments, or discharge plans.
- Complete administrative tasks, such as entering orders into computer, answering telephone calls, or maintaining medical or facility information.
- Interview patients upon admission and record information.
- Document clients' progress toward meeting established treatment objectives.
- Perform support duties, such as preparing materials, keeping records, maintaining supplies, and scheduling activities.
- Implement treatment plans or protocols as directed by speech-language pathologists.
- Collect and compile data to document clients' performance or assess program quality.
- Assist speech-language pathologists in the remediation or development of speech and language skills.
- Select or prepare speech-language instructional materials.
- Assist speech-language pathologists in the conduct of client screenings or assessments of language, voice, fluency, articulation, or hearing.
- Prepare charts, graphs, or other visual displays to communicate clients' performance information.
- Test or maintain equipment to ensure correct performance.
- Conduct in-service training sessions, or family and community education programs.
- Assist speech-language pathologists in the conduct of speech-language research projects.
- Document clients' progress toward meeting established treatment objectives.
- Perform support duties, such as preparing materials, keeping records, maintaining supplies, and scheduling activities.
- 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.
- 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.
- 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.
- 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.
- 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 loan applications with recommendation for underwriting approval.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Accept payment on accounts.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Submit loan applications with recommendation for underwriting approval.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Submit completed documents to typists for typing in final form, and instruct typists in matters, such as format, addresses, addressees, and the necessary number of copies.
- Maintain files and control records to show correspondence activities.
- Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
- Gather records pertinent to specific problems, review them for completeness and accuracy, and attach records to correspondence as necessary.
- Compile data from records to prepare periodic reports.
- Compose letters in reply to correspondence concerning such items as requests for merchandise, damage claims, credit information requests, delinquent accounts, incorrect billing, or unsatisfactory service.
- Route correspondence to other departments for reply.
- Respond to internal and external requests for the release of information contained in medical records, copying medical records, and selective extracts in accordance with laws and regulations.
- Ensure that money collected is properly recorded and secured.
- Process orders for goods requested in correspondence.
- Present clear and concise explanations of governing rules and regulations.
- Review correspondence for format and typographical accuracy, assemble the information into a prescribed form with the correct number of copies, and submit it to an authorized official for signature.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- Compile data pertinent to manufacture of special products for customers.
- Type acknowledgment letters to persons sending correspondence.
- Complete form letters in response to requests or problems identified by correspondence.
- Confer with company personnel regarding feasibility of complying with writers' requests.
- Prepare records for shipment by certified mail.
- Obtain written authorization to access required medical information.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Submit completed documents to typists for typing in final form, and instruct typists in matters, such as format, addresses, addressees, and the necessary number of copies.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- 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.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Prepare and file payroll tax returns.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Post relevant work hours to client files to bill clients properly.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Write reports or proposals related to photonics research or development projects.
- Document photonics system or component design processes, including objectives, issues, or outcomes.
- Analyze system performance or operational requirements.
- Develop optical or imaging systems, such as optical imaging products, optical components, image processes, signal process technologies, or optical systems.
- Develop or test photonic prototypes or models.
- Design, integrate, or test photonics systems or components.
- Assist in the transition of photonic prototypes to production.
- Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
- Conduct testing to determine functionality or optimization or to establish limits of photonics systems or components.
- Determine applications of photonics appropriate to meet product objectives or features.
- Conduct research on new photonics technologies.
- Design electro-optical sensing or imaging systems.
- Design photonics products, such as light sources, displays, or photovoltaics, to achieve increased energy efficiency.
- Train operators, engineers, or other personnel.
- Analyze, fabricate, or test fiber-optic links.
- Design gas lasers, solid state lasers, infrared, or other light emitting or light sensitive devices.
- Create or maintain photonic design histories.
- Oversee or provide expertise on manufacturing, assembly, or fabrication processes.
- Determine commercial, industrial, scientific, or other uses for electro-optical applications or devices.
- Design solar energy photonics or other materials or devices to generate energy.
- Design or redesign optical fibers to minimize energy loss.
- Develop photonics sensing or manufacturing technologies to improve the efficiency of manufacturing or related processes.
- Develop laser-processed designs, such as laser-cut medical devices.
- Design or develop new crystals for photonics applications.
- Design laser machining equipment for purposes such as high-speed ablation.
- Select, purchase, set up, operate, or troubleshoot state-of-the-art laser cutting equipment.
- Write reports or proposals related to photonics research or development projects.
- Document photonics system or component design processes, including objectives, issues, or outcomes.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Pay small claims.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Prepare purchase orders and expense reports.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Receive, record, and bank cash, checks, and vouchers.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare 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.
- 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 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.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Prepare purchase orders and expense reports.
- Prepare library statistics reports.
- 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.
- 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.
- Perform clerical activities, such as answering phones, sorting mail, filing, typing, word processing, and photocopying and mailing out material.
- 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.
- Select substitute titles when requested materials are unavailable, following criteria such as age, education, and interests.
- 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.
- Prepare library statistics reports.
- 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.
- Process all correspondence and paperwork related to accounts.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Provide clients with estimates of the costs of advertising products or services.
- Locate and contact potential clients to offer advertising services.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Deliver advertising or illustration proofs to customers for approval.
- Inform customers of available options for advertisement artwork, and provide samples.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Process all correspondence and paperwork related to accounts.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Draw up contracts for advertising work, and collect payments due.
- Prepare documents, such as work orders, bills of lading, or shipping orders, to route materials.
- Examine shipment contents and compare with records, such as manifests, invoices, or orders, to verify accuracy.
- Requisition and store shipping materials and supplies to maintain inventory of stock.
- Pack, seal, label, or affix postage to prepare materials for shipping, using hand tools, power tools, or postage meter.
- Record shipment data, such as weight, charges, space availability, damages, or discrepancies, for reporting, accounting, or recordkeeping purposes.
- Confer or correspond with establishment representatives to rectify problems, such as damages, shortages, or nonconformance to specifications.
- Deliver or route materials to departments using handtruck, conveyor, or sorting bins.
- Contact carrier representatives to make arrangements or to issue instructions for shipping and delivery of materials.
- Determine shipping methods, routes, or rates for materials to be shipped.
- Compute amounts, such as space available, shipping, storage, or demurrage charges, using computer or price list.
- Compare shipping routes or methods to determine which have the least environmental impact.
- Prepare documents, such as work orders, bills of lading, or shipping orders, to route materials.
- Receive or prepare work orders.
- Schedule or dispatch workers, work crews, equipment, or service vehicles to appropriate locations, according to customer requests, specifications, or needs, using radios or telephones.
- Prepare daily work and run schedules.
- Confer with customers or supervising personnel to address questions, problems, or requests for service or equipment.
- Relay work orders, messages, or information to or from work crews, supervisors, or field inspectors, using telephones or two-way radios.
- Record and maintain files or records of customer requests, work or services performed, charges, expenses, inventory, or other dispatch information.
- Arrange for necessary repairs to restore service and schedules.
- Monitor personnel or equipment locations and utilization to coordinate service and schedules.
- Determine types or amounts of equipment, vehicles, materials, or personnel required, according to work orders or specifications.
- Advise personnel about traffic problems, such as construction areas, accidents, congestion, weather conditions, or other hazards.
- Oversee all communications within specifically assigned territories.
- Ensure timely and efficient movement of trains, according to train orders and schedules.
- Order supplies or equipment and issue them to personnel.
- Receive or prepare work orders.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
- Interview patients or their representatives to identify problems relating to care.
- Refer patients to appropriate health care services or resources.
- Maintain knowledge of community services and resources available to patients.
- Explain policies, procedures, or services to patients using medical or administrative knowledge.
- Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
- 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.
- Teach patients to use home health care equipment.
- Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
- Maintain treatment records.
- Confer with clients about their medical histories and problems with stress or pain to determine how massage will be most helpful.
- Massage and knead muscles and soft tissues of the body to provide treatment for medical conditions, injuries, or wellness maintenance.
- Maintain massage areas by restocking supplies or sanitizing equipment.
- Apply finger and hand pressure to specific points of the body.
- Develop and propose client treatment plans that specify which types of massage are to be used.
- Assess clients' soft tissue condition, joint quality and function, muscle strength, and range of motion.
- Provide clients with guidance and information about techniques for postural improvement and stretching, strengthening, relaxation, and rehabilitative exercises.
- Prepare and blend oils and apply the blends to clients' skin.
- Consult with other health care professionals, such as physiotherapists, chiropractors, physicians, and psychologists, to develop treatment plans for clients.
- Perform other adjunctive therapies or treatment techniques in addition to massage.
- Use complementary aids, such as infrared lamps, wet compresses, ice, and whirlpool baths to promote clients' recovery, relaxation, and well-being.
- Treat clients in professional settings or travel to clients' offices and homes.
- Refer clients to other types of therapists when necessary.
- Maintain treatment records.
- Participate in the publication of data or information.
- 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.
- File data and related information, and maintain and update databases.
- 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.
- Participate in the publication of data or information.
- 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.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Refer unresolved customer grievances to designated departments for further investigation.
- 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.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
- Provide patients with help moving in and out of beds, baths, wheelchairs, or automobiles and with dressing and grooming.
- Bathe patients.
- Care for patients by changing bed linens, washing and ironing laundry, cleaning, or assisting with their personal care.
- Entertain, converse with, or read aloud to patients to keep them mentally healthy and alert.
- Plan, purchase, prepare, or serve meals to patients or other family members, according to prescribed diets.
- Check patients' pulse, temperature, and respiration.
- Provide patients and families with emotional support and instruction in areas such as caring for infants, preparing healthy meals, living independently, or adapting to disability or illness.
- Perform a variety of duties as requested by client, such as obtaining household supplies or running errands.
- Direct patients in simple prescribed exercises or in the use of braces or artificial limbs.
- Massage patients or apply preparations or treatments, such as liniment, alcohol rubs, or heat-lamp stimulation.
- Administer prescribed oral medications, under the written direction of physician or as directed by home care nurse or aide, and ensure patients take their medicine.
- Care for children who are disabled or who have sick or disabled parents.
- Accompany clients to doctors' offices or on other trips outside the home, providing transportation, assistance, and companionship.
- Change dressings.
- Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
- Observe patients' attendance, progress, attitudes, and accomplishments and record and maintain information in client records.
- Encourage patients and attend to their physical needs to facilitate the attainment of therapeutic goals.
- Report to supervisors or therapists, verbally or in writing, on patients' progress, attitudes, attendance, and accomplishments.
- Prepare and maintain work area, materials, and equipment and maintain inventory of treatment and educational supplies.
- Transport patients to and from the occupational therapy work area.
- Instruct patients and families in work, social, and living skills, the care and use of adaptive equipment, and other skills to facilitate home and work adjustment to disability.
- Assist occupational therapists in planning, implementing, and administering therapy programs to restore, reinforce, and enhance performance, using selected activities and special equipment.
- Demonstrate therapy techniques, such as manual and creative arts and games.
- Manage intradepartmental infection control and equipment security.
- Perform clerical, administrative, and secretarial duties, such as answering phones, restocking and ordering supplies, filling out paperwork, and scheduling appointments.
- Supervise patients in choosing and completing work assignments or arts and crafts projects.
- Adjust and repair assistive devices and make adaptive changes to other equipment and to environments.
- Evaluate the living skills and capacities of physically, developmentally, or emotionally disabled clients.
- Accompany patients on outings, providing transportation when necessary.
- Assist educational specialists or clinical psychologists in administering situational or diagnostic tests to measure client's abilities or progress.
- Observe patients' attendance, progress, attitudes, and accomplishments and record and maintain information in client records.
- Prepare reports of findings and recommendations.
- Keep records of customers' charges and payments.
- Compile and analyze credit information gathered by investigation.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Interview credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
- Evaluate customers' computerized credit records and payment histories to decide whether to approve new credit, based on predetermined standards.
- File sales slips in customers' ledgers for billing purposes.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Mail charge statements to customers.
- Examine city directories and public records to verify residence property ownership, bankruptcies, liens, arrest record, or unpaid taxes of applicants.
- Relay credit report information to subscribers by mail or by telephone.
- 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.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Prepare reports of findings and recommendations.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Keep records of assigned cases, and prepare required reports.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Interview and investigate applicants for public assistance to gather information pertinent to their applications.
- Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.
- Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.
- Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.
- Check with employers or other references to verify answers and obtain further information.
- Answer applicants' questions about benefits and claim procedures.
- Provide social workers with pertinent information gathered during applicant interviews.
- Refer applicants to job openings or to interviews with other staff, in accordance with administrative guidelines or office procedures.
- 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.
- 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.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Prepare reports, including assignment of company funds or recording of department revenues.
- Maintain confidentiality of customers' transactions.
- Follow all gaming regulations.
- Maintain cage security.
- Cash checks and process credit card advances for patrons.
- Supply currency, coins, chips, or gaming checks to other departments as needed.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Count funds and reconcile daily summaries of transactions to balance books.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- Determine cash requirements for windows and order all necessary currency, coins, or chips.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Provide assistance in the training and orientation of new cashiers.
- Provide customers with information about casino operations.
- Prepare bank deposits, balancing assigned funds as necessary.
- Record casino exchange transactions, using cash registers.
- Establish new computer accounts.
- Sell gambling chips, tokens, or tickets to patrons or to other workers for resale to patrons.
- Prepare reports, including assignment of company funds or recording of department revenues.
- Prepare reports to provide answers in response to specific problems.
- 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.
- Perform patient services, such as answering the telephone or assisting patients with financial or medical questions.
- Assist individuals in filling out applications or questionnaires.
- Identify and resolve inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Supervise or train other staff members.
- 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.
- Prepare reports to provide answers in response to specific problems.
- Perform clerical tasks, such as filing, compiling and maintaining prescription records, or composing letters.
- Accept prescriptions for filling, gathering and processing necessary information.
- Operate cash register to process cash or credit sales.
- Receive, store, and inventory pharmaceutical supplies or medications, check for out-of-date medications, and notify pharmacist when inventory levels are low.
- Unpack, sort, count, and label incoming merchandise, including items requiring special handling or refrigeration.
- Restock storage areas, replenishing items on shelves.
- Maintain and clean equipment, work areas, or shelves.
- Prepare prescription labels by typing or operating a computer and printer.
- Provide customers with information about the uses, effects, or interactions of drugs.
- Process medical insurance claims, posting bill amounts and calculating copayments.
- Prepare, maintain, and record records of inventories, receipts, purchases, or deliveries, using a variety of computer screen formats.
- Deliver medication to treatment areas, living units, residences, or clinics, using various means of transportation.
- Operate capsule or tablet counting machine that automatically distributes a certain number of capsules or tablets into smaller containers.
- Greet customers and help them locate merchandise.
- Answer telephone inquiries, referring callers to pharmacist when necessary.
- Compound, package, and label pharmaceutical products, under direction of pharmacist.
- Calculate anticipated drug usage for a prescribed period.
- Perform clerical tasks, such as filing, compiling and maintaining prescription records, or composing letters.
- Participate in the preparation of reports or scientific publications.
- Analyze or manipulate bioinformatics data using software packages, statistical applications, or data mining techniques.
- Extend existing software programs, web-based interactive tools, or database queries as sequence management and analysis needs evolve.
- Maintain awareness of new and emerging computational methods and technologies.
- Conduct quality analyses of data inputs and resulting analyses or predictions.
- Enter or retrieve information from structural databases, protein sequence motif databases, mutation databases, genomic databases or gene expression databases.
- Develop or maintain applications that process biologically based data into searchable databases for purposes of analysis, calculation, or presentation.
- Confer with researchers, clinicians, or information technology staff to determine data needs and programming requirements and to provide assistance with database-related research activities.
- Write computer programs or scripts to be used in querying databases.
- Document all database changes, modifications, or problems.
- Create data management or error-checking procedures and user manuals.
- Develop or apply data mining and machine learning algorithms.
- Design or implement web-based tools for querying large-scale biological databases.
- Package bioinformatics data for submission to public repositories.
- Train bioinformatics staff or researchers in the use of databases.
- Test new or updated software or tools and provide feedback to developers.
- Monitor database performance and perform any necessary maintenance, upgrades, or repairs.
- Confer with database users about project timelines and changes.
- Perform routine system administrative functions, such as troubleshooting, back-ups, or upgrades.
- Participate in the preparation of reports or scientific publications.
- Prepare invoices, shipping documents, and contracts.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- 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.
- Prepare invoices, shipping documents, and contracts.
- Record treatment given and equipment used.
- Clean and organize work area and disinfect equipment after treatment.
- Secure patients into or onto therapy equipment.
- Instruct, motivate, safeguard, or assist patients practicing exercises or functional activities, under direction of medical staff.
- Confer with physical therapy staff or others to discuss and evaluate patient information for planning, modifying, or coordinating treatment.
- Observe patients during treatment to compile and evaluate data on patients' responses and progress and report to physical therapist.
- Change linens, such as bed sheets and pillow cases.
- Administer active or passive manual therapeutic exercises, therapeutic massage, or heat, light, sound, water, or electrical modality treatments, such as ultrasound.
- Transport patients to and from treatment areas, using wheelchairs or providing standing support.
- Perform clerical duties, such as taking inventory, ordering supplies, answering telephone, taking messages, or filling out forms.
- Schedule patient appointments with physical therapists and coordinate therapists' schedules.
- Arrange treatment supplies to keep them in order.
- Assist patients to dress, undress, or put on and remove supportive devices, such as braces, splints, or slings.
- Maintain equipment or furniture to keep it in good working condition, including performing the assembly or disassembly of equipment or accessories.
- Measure patient's range-of-joint motion, body parts, or vital signs to determine effects of treatments or for patient evaluations.
- Train patients to use orthopedic braces, prostheses, or supportive devices.
- Administer traction to relieve neck or back pain, using intermittent or static traction equipment.
- Fit patients for orthopedic braces, prostheses, or supportive devices, adjusting fit as needed.
- Participate in patient care tasks, such as assisting with passing food trays, feeding residents, or bathing residents on bed rest.
- Record treatment given and equipment used.
- Complete forms for sales orders.
- 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 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.
- 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.
- Complete forms for sales orders.
- Record patient information, such as radiation doses administered, in patient records.
- Advise oncology team members on use of beam modifying or immobilization devices in radiation treatment plans.
- Calculate, or verify calculations of, prescribed radiation doses.
- Calculate the delivery of radiation treatment, such as the amount or extent of radiation per session, based on the prescribed course of radiation therapy.
- Conduct radiation oncology-related research, such as improving computer treatment planning systems or developing new treatment devices.
- Create and transfer reference images and localization markers for treatment delivery, using image-guided radiation therapy.
- Design the arrangement of radiation fields to reduce exposure to critical patient structures, such as organs, using computers, manuals, and guides.
- Develop radiation treatment plans in consultation with members of the radiation oncology team.
- Develop requirements for the use of patient immobilization devices and positioning aides, such as molds or casts, as part of treatment plans to ensure accurate delivery of radiation and comfort of patient.
- Develop treatment plans, and calculate doses for brachytherapy procedures.
- Educate patients regarding treatment plans, physiological reactions to treatment, or post-treatment care.
- Fabricate beam modifying devices, such as compensators, shields, and wedge filters.
- Fabricate patient immobilization devices, such as molds or casts, for radiation delivery.
- Identify and outline bodily structures, using imaging procedures, such as x-ray, magnetic resonance imaging, computed tomography, or positron emission tomography.
- Load, receive, or ship radioactive materials.
- Measure the amount of radioactivity in patients or equipment, using radiation monitoring devices.
- Perform quality assurance system checks, such as calibrations, on treatment planning computers.
- Plan the use of beam modifying devices, such as compensators, shields, and wedge filters, to ensure safe and effective delivery of radiation treatment.
- Supervise or perform simulations for tumor localizations, using imaging methods such as magnetic resonance imaging, computed tomography, or positron emission tomography scans.
- Teach medical dosimetry, including its application, to students, radiation therapists, or residents.
- Record patient information, such as radiation doses administered, in patient records.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Perform other clerical duties, such as answering telephone, sorting and distributing mail, running errands or sending faxes.
- Check completed work for spelling, grammar, punctuation, and format.
- File and store completed documents on computer hard drive or disk, or maintain a computer filing system to store, retrieve, update, and delete documents.
- Print and make copies of work.
- Transmit work electronically to other locations.
- Address envelopes or prepare envelope labels, using typewriter or computer.
- Type correspondence, reports, text and other written material from rough drafts, corrected copies, voice recordings, dictation, or previous versions, using a computer, word processor, or typewriter.
- 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.
- Transcribe stenotyped notes of court proceedings.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Process and prepare documents, such as business or government forms and expense reports.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- 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.
- 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.
- Process and prepare documents, such as business or government forms and expense reports.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- 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.
- Receive letters and parcels, and place mail into bags.
- Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
- Rent post office boxes to customers.
- Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
- Set postage meters, and calibrate them to ensure correct operation.
- Feed mail into postage canceling devices or hand stamp mail to cancel postage.
- Cash money orders.
- Order retail items and other supplies for office use.
- Post announcements or government information on public bulletin boards.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Observe and record patients' progress, attitudes, and behavior and maintain this information in client records.
- Instruct, or assist in instructing, patients and families in home programs, basic living skills, or the care and use of adaptive equipment.
- Maintain and promote a positive attitude toward clients and their treatment programs.
- Report to supervisors, verbally or in writing, on patients' progress, attitudes, and behavior.
- Implement, or assist occupational therapists with implementing, treatment plans designed to help clients function independently.
- Monitor patients' performance in therapy activities, providing encouragement.
- Select therapy activities to fit patients' needs and capabilities.
- Attend continuing education classes.
- Aid patients in dressing and grooming themselves.
- Evaluate the daily living skills or capacities of physically, developmentally, or emotionally disabled clients.
- Communicate and collaborate with other healthcare professionals involved with the care of a patient.
- Work under the direction of occupational therapists to plan, implement, or administer educational, vocational, or recreational programs that restore or enhance performance in individuals with functional impairments.
- Alter treatment programs to obtain better results if treatment is not having the intended effect.
- Assemble, clean, or maintain equipment or materials for patient use.
- Transport patients to and from the occupational therapy work area.
- Design, fabricate, or repair assistive devices or make adaptive changes to equipment or environments.
- Attend care plan meetings to review patient progress and update care plans.
- Demonstrate therapy techniques, such as manual or creative arts or games.
- Teach patients how to deal constructively with their emotions.
- Order any needed educational or treatment supplies.
- Perform clerical duties, such as scheduling appointments, collecting data, or documenting health insurance billings.
- Assist educational specialists or clinical psychologists in administering situational or diagnostic tests to measure client's abilities or progress.
- Observe and record patients' progress, attitudes, and behavior and maintain this information in client records.
- Complete forms that notify publishers of address changes.
- Scan labels on letters or parcels to confirm receipt.
- Obtain signed receipts for registered, certified, and insured mail, collect associated charges, and complete any necessary paperwork.
- Return to the post office with mail collected from homes, businesses, and public mailboxes.
- Sort mail for delivery, arranging it in delivery sequence.
- Deliver mail to residences and business establishments along specified routes by walking or driving, using a combination of satchels, carts, cars, and small trucks.
- Sign for cash-on-delivery and registered mail before leaving the post office.
- Hold mail for customers who are away from delivery locations.
- Turn in money and receipts collected along mail routes.
- Leave notices telling patrons where to collect mail that could not be delivered.
- Maintain accurate records of deliveries.
- Bundle mail in preparation for delivery or transportation to relay boxes.
- Record address changes and redirect mail for those addresses.
- Return incorrectly addressed mail to senders.
- Answer customers' questions about postal services and regulations.
- Provide customers with change of address cards and other forms.
- Report any unusual circumstances concerning mail delivery, including the condition of street letter boxes.
- Register, certify, and insure parcels and letters.
- Enter change of address orders into computers that process forwarding address stickers.
- Travel to post offices to pick up the mail for routes or pick up mail from postal relay boxes.
- Sell stamps and money orders.
- Meet schedules for the collection and return of mail.
- Complete forms that notify publishers of address changes.
- Sign documents on behalf of clients, using powers of attorney.
- Prepare and process import and export documentation according to customs regulations, laws, or procedures.
- Clear goods through customs and to their destinations for clients.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Calculate duty and tariff payments owed on shipments.
- Request or compile necessary import documentation, such as customs invoices, certificates of origin, and cargo-control documents.
- Classify goods according to tariff coding system.
- Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
- Advise customers on import and export restrictions, tariff systems, insurance requirements, quotas, or other customs-related matters.
- Post bonds for the products being imported or assist clients in obtaining bonds.
- Quote duty and tax rates on goods to be imported, based on federal tariffs and excise taxes.
- Arrange for transportation, warehousing, or product distribution of imported or exported products.
- Monitor or trace the location of goods.
- Confer with officials in various agencies to facilitate clearance of goods through customs and quarantine.
- Inform importers and exporters of steps to reduce duties and taxes.
- Obtain line releases for frequent shippers of low-risk commodities, high-volume entries, or multiple-container loads.
- Provide advice on transportation options, types of carriers, or shipping routes.
- Contract with freight forwarders for destination services.
- Apply for tariff concessions or for duty drawbacks and other refunds.
- Insure cargo against loss, damage, or pilferage.
- Prepare papers for shippers to appeal duty charges.
- Suggest best methods of packaging or labeling products.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Sign documents on behalf of clients, using powers of attorney.
- Enter patient, specimen, insurance, or billing information into computer.
- Dispose of contaminated sharps, in accordance with applicable laws, standards, and policies.
- Organize or clean blood-drawing trays, ensuring that all instruments are sterile and all needles, syringes, or related items are of first-time use.
- Draw blood from veins by vacuum tube, syringe, or butterfly venipuncture methods.
- Dispose of blood or other biohazard fluids or tissue, in accordance with applicable laws, standards, or policies.
- Conduct standards tests, such as blood alcohol, blood culture, oral glucose tolerance, glucose screening, blood smears, or peak and trough drug levels tests.
- Collect specimens at specific time intervals for tests, such as those assessing therapeutic drug levels.
- Draw blood from capillaries by dermal puncture, such as heel or finger stick methods.
- Conduct hemoglobin tests to ensure donor iron levels are normal.
- Transport specimens or fluid samples from collection sites to laboratories.
- Collect fluid or tissue samples, using appropriate collection procedures.
- Explain fluid or tissue collection procedures to patients.
- Train other medical personnel in phlebotomy or laboratory techniques.
- Perform saline flushes or dispense anticoagulant drugs, such as Heparin, through intravenous (IV) lines, in accordance with licensing restrictions and under the direction of a medical doctor.
- Administer subcutaneous or intramuscular injects, in accordance with licensing restrictions.
- Draw blood from arteries, using arterial collection techniques.
- Monitor blood or plasma donors during and after procedures to ensure health, safety, and comfort.
- Calibrate or maintain machines, such as those used for plasma collection.
- Serve refreshments to donors to ensure absorption of sugar into their systems.
- Match laboratory requisition forms to specimen tubes.
- Process blood or other fluid samples for further analysis by other medical professionals.
- Provide sample analysis results to physicians to assist diagnosis.
- Document route of specimens from collection to laboratory analysis and diagnosis.
- Determine donor suitability, according to interview results, vital signs, and medical history.
- Enter patient, specimen, insurance, or billing information into computer.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Discuss work problems or grievances with union representatives.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- 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.
- 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.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Issue public notification of all official activities or meetings.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- 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.
- Issue public notification of all official activities or meetings.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Complete order receipts.
- Complete forms in accordance with company procedures.
- 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.
- 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.
- Complete forms in accordance with company procedures.
