- 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.
Occupations with related tasks Save Table: XLSX CSV
Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
7 | 7 | 2 | 43-3071.00 | Tellers |
5 | 6 | 4 | 13-1199.06 | Online Merchants
|
4 | 4 | 3 | 43-4141.00 | New Accounts Clerks |
3 | 3 | 2 | 43-3041.00 | Gambling Cage Workers |
2 | 3 | 2 | 43-4051.00 | Customer Service Representatives
|
2 | 3 | 2 | 43-5051.00 | Postal Service Clerks |
2 | 3 | 2 | 43-5052.00 | Postal Service Mail Carriers |
2 | 2 | 4 | 13-1021.00 | Buyers and Purchasing Agents, Farm Products |
2 | 2 | 2 | 43-3011.00 | Bill and Account Collectors |
2 | 2 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
2 | 2 | 2 | 43-2011.00 | Switchboard Operators, Including Answering Service |
2 | 2 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
2 | 2 | 3 | 43-3031.00 | Bookkeeping, Accounting, and Auditing Clerks
|
1 | 2 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
1 | 2 | 4 | 13-1023.00 | Purchasing Agents, Except Wholesale, Retail, and Farm Products |
1 | 2 | 2 | 43-5011.01 | Freight Forwarders
|
1 | 1 | 2 | 43-5041.00 | Meter Readers, Utilities |
1 | 1 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
1 | 1 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
1 | 1 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
1 | 1 | 2 | 43-4151.00 | Order Clerks |
1 | 1 | 2 | 43-3061.00 | Procurement Clerks |
1 | 1 | 2 | 43-4171.00 | Receptionists and Information Clerks
|
1 | 1 | 2 | 43-4081.00 | Hotel, Motel, and Resort Desk Clerks |
1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
1 | 1 | 2 | 43-4181.00 | Reservation and Transportation Ticket Agents and Travel Clerks |
1 | 1 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
1 | 1 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
1 | 1 | 2 | 33-3041.00 | Parking Enforcement Workers |
1 | 1 | 2 | 43-9051.00 | Mail Clerks and Mail Machine Operators, Except Postal Service |
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 | 3 | 25-9042.00 | Teaching Assistants, Preschool, Elementary, Middle, and Secondary School, Except Special Education |
1 | 1 | 4 | 13-1081.02 | Logistics Analysts
|
1 | 1 | 2 | 43-4121.00 | Library Assistants, Clerical |
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Issue checks to bond owners in settlement of transactions.
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Monitor bank vaults to ensure cash balances are correct.
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
- Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolve problems or discrepancies concerning customers' accounts.
- Answer telephones and assist customers with their questions.
- Identify transaction mistakes when debits and credits do not balance.
- Carry out special services for customers, such as ordering bank cards and checks.
- Sort and file deposit slips and checks.
- Order a supply of cash to meet daily needs.
- Arrange monies received in cash boxes and coin dispensers according to denomination.
- Explain, promote, or sell products or services, such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
- Count, verify, and post armored car deposits.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Perform clerical tasks, such as typing, filing, and microfilm photography.
- Compute financial fees, interest, and service charges.
- Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.
- Process and maintain records of customer loans.
- Prepare work schedules for staff.
- Quote unit exchange rates, following daily international rate sheets or computer displays.
- Inform customers about foreign currency regulations and compute transaction fees for currency exchanges.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Prepare and verify cashier's checks.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Receive and count daily inventories of cash, drafts, and travelers' checks.
- Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
- Issue checks to bond owners in settlement of transactions.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Deliver e-mail confirmation of completed transactions and shipment.
- Cancel orders based on customer requests or inventory or delivery problems.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Initiate online auctions through auction hosting sites or auction management software.
- Receive and process payments from customers, using electronic transaction services.
- Create, manage, or automate orders or invoices, using order management or invoicing software.
- Correspond with online customers via electronic mail, telephone, or other electronic messaging to address questions or complaints about products, policies, or shipping methods.
- Purchase new or used items from online or physical sources for resale via retail or auction Web site.
- Determine and set product prices.
- Calculate purchase subtotals, taxes, and shipping costs for submission to customers.
- Compose descriptions of merchandise for posting to online storefront, auction sites, or other shopping Web sites.
- Compose images of products, using video or still cameras, lighting equipment, props, or photo or video editing software.
- Upload digital media, such as photos, video, or scanned images to online storefront, auction sites, or other shopping Web sites.
- Calculate revenue, sales, and expenses, using financial accounting or spreadsheet software.
- Prepare or organize online storefront marketing material, including product descriptions or subject lines, optimizing content to search engine criteria.
- Order or purchase merchandise to maintain optimal inventory levels.
- Determine location for product listings to maximize exposure to online traffic.
- Create or maintain database of customer accounts.
- Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising.
- Collaborate with search engine shopping specialists to place marketing content in desired online locations.
- Investigate products or markets to determine areas for opportunity or viability for merchandising specific products, using online or offline sources.
- Maintain inventory of shipping supplies, such as boxes, labels, tape, bubble wrap, loose packing materials, or tape guns.
- Measure and analyze Web site usage data to maximize search engine returns or refine customer interfaces.
- Develop or revise business plans for online business, emphasizing factors such as product line, pricing, inventory, or marketing strategy.
- Disclose merchant information and terms and policies of transactions in online or offline materials.
- Design customer interface of online storefront, using web programming or e-commerce software.
- Select and purchase technical web services, such as web hosting services, online merchant accounts, shopping cart software, payment gateway software, or spyware.
- Devise, select, or purchase domain name and web address.
- Implement security practices to preserve assets, minimize liabilities, or ensure customer privacy, using parallel servers, hardware redundancy, fail-safe technology, information encryption, or firewalls.
- Investigate sources, such as auctions, estate sales, liquidators, wholesalers, or trade shows for new items, used items, or collectibles.
- Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
- Integrate online retailing strategy with physical or catalogue retailing operations.
- Create or distribute offline promotional material, such as brochures, pamphlets, business cards, stationary, or signage.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Deliver e-mail confirmation of completed transactions and shipment.
- Cancel orders based on customer requests or inventory or delivery problems.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Initiate online auctions through auction hosting sites or auction management software.
- Receive and process payments from customers, using electronic transaction services.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Execute wire transfers of funds.
- Process loan applications.
- Perform foreign currency transactions and sell traveler's checks.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Execute wire transfers of funds.
- Process loan applications.
- Perform foreign currency transactions and sell traveler's checks.
- Cash checks and process credit card advances for patrons.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Maintain confidentiality of customers' transactions.
- Follow all gaming regulations.
- Maintain cage security.
- Supply currency, coins, chips, or gaming checks to other departments as needed.
- Count funds and reconcile daily summaries of transactions to balance books.
- Verify accuracy of reports, such as authorization forms, transaction reconciliations, or exchange summary reports.
- Determine cash requirements for windows and order all necessary currency, coins, or chips.
- Provide assistance in the training and orientation of new cashiers.
- Provide customers with information about casino operations.
- Prepare bank deposits, balancing assigned funds as necessary.
- Prepare reports, including assignment of company funds or recording of department revenues.
- Record casino exchange transactions, using cash registers.
- Establish new computer accounts.
- Sell gambling chips, tokens, or tickets to patrons or to other workers for resale to patrons.
- Cash checks and process credit card advances for patrons.
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Check to ensure that appropriate changes were made to resolve customers' problems.
- Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Refer unresolved customer grievances to designated departments for further investigation.
- Review insurance policy terms to determine whether a particular loss is covered by insurance.
- Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
- Solicit sales of new or additional services or products.
- Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
- Order tests that could determine the causes of product malfunctions.
- Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
- Sell and collect payment for products such as stamps, prepaid mail envelopes, and money orders.
- Cash money orders.
- Register, certify, and insure letters and parcels.
- Weigh letters and parcels, compute mailing costs based on type, weight, and destination, and affix correct postage.
- Check mail to ensure correct postage and that packages and letters are in proper condition for mailing.
- Sort incoming and outgoing mail, according to type and destination, by hand or by operating electronic mail-sorting and scanning devices.
- Obtain signatures from recipients of registered or special delivery mail.
- Answer questions regarding mail regulations and procedures, postage rates, and post office boxes.
- Transport mail from one work station to another.
- Keep money drawers in order, and record and balance daily transactions.
- Complete forms regarding changes of address, or theft or loss of mail, or for special services such as registered or priority mail.
- Receive letters and parcels, and place mail into bags.
- Put undelivered parcels away, retrieve them when customers come to claim them, and complete any related documentation.
- Respond to complaints regarding mail theft, delivery problems, and lost or damaged mail, filling out forms and making appropriate referrals for investigation.
- Provide assistance to the public in complying with federal regulations of Postal Service and other federal agencies.
- Rent post office boxes to customers.
- Provide customers with assistance in filing claims for mail theft, or lost or damaged mail.
- Set postage meters, and calibrate them to ensure correct operation.
- Feed mail into postage canceling devices or hand stamp mail to cancel postage.
- Order retail items and other supplies for office use.
- Post announcements or government information on public bulletin boards.
- Sell and collect payment for products such as stamps, prepaid mail envelopes, and money orders.
- Cash money orders.
- Register, certify, and insure letters and parcels.
- Obtain signed receipts for registered, certified, and insured mail, collect associated charges, and complete any necessary paperwork.
- Turn in money and receipts collected along mail routes.
- Register, certify, and insure parcels and letters.
- Scan labels on letters or parcels to confirm receipt.
- 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.
- 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.
- 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.
- Complete forms that notify publishers of address changes.
- Meet schedules for the collection and return of mail.
- Obtain signed receipts for registered, certified, and insured mail, collect associated charges, and complete any necessary paperwork.
- Turn in money and receipts collected along mail routes.
- Register, certify, and insure parcels and letters.
- Arrange for processing or resale of purchased products.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Purchase, for further processing or for resale, farm products, such as milk, grains, or Christmas trees.
- Negotiate contracts with farmers for the production or purchase of farm products.
- Arrange for transportation or storage of purchased products.
- Maintain records of business transactions and product inventories, reporting data to companies or government agencies as necessary.
- Review orders to determine product types and quantities required to meet demand.
- Examine or test crops or products to estimate their value, determine their grade, or locate any evidence of disease or insect damage.
- Coordinate or direct activities of workers engaged in cutting, transporting, storing, or milling products and maintaining records.
- Advise farm groups or growers on land preparation or livestock care techniques that will maximize the quantity and quality of production.
- Calculate applicable government grain quotas.
- Estimate land production possibilities, surveying property and studying factors such as crop rotation history, soil fertility, or irrigation facilities.
- Arrange for processing or resale of purchased products.
- Sell supplies, such as seed, feed, fertilizers, or insecticides, arranging for loans or financing as necessary.
- Receive payments and post amounts paid to customer accounts.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- 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.
- 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.
- Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Negotiate credit extensions when necessary.
- Receive payments and post amounts paid to customer accounts.
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
- Prepare credit cards or charge account plates.
- Call customers to collect payment on delinquent accounts.
- 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.
- Consult with customers to resolve complaints or verify financial or credit transactions.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Prepare credit cards or charge account plates.
- Call customers to collect payment on delinquent accounts.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- 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.
- 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.
- Monitor alarm systems to ensure that secure conditions are maintained.
- Contact security staff members when necessary, using radio-telephones.
- Complete forms for sales orders.
- Answer simple questions about clients' businesses, using reference files.
- Stamp messages with time and date and file them appropriately.
- Keep records of calls placed and charges incurred.
- Place orders, such as for equipment, supplies, or catering for meetings.
- Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Pay small claims.
- Collect initial premiums and issue receipts.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- Post or attach information to claim file.
- Transmit claims for payment or further investigation.
- Contact insured or other involved persons to obtain missing information.
- Review insurance policy to determine coverage.
- Process and record new insurance policies and claims.
- Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data.
- Provide customer service, such as limited instructions on proceeding with claims or referrals to auto repair facilities or local contractors.
- Correspond with insured or agent to obtain information or to inform them of account status or changes.
- Review and verify data, such as age, name, address, and principal sum and value of property, on insurance applications and policies.
- Compare information from application to criteria for policy reinstatement, and approve reinstatement when criteria are met.
- Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes.
- Transcribe data to worksheets, and enter data into computer for use in preparing documents and adjusting accounts.
- Notify insurance agent and accounting department of policy cancellation.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Pay small claims.
- Collect initial premiums and issue receipts.
- Receive, record, and bank cash, checks, and vouchers.
- Prepare and process payroll information.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Comply with federal, state, and company policies, procedures, and regulations.
- Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
- Code documents according to company procedures.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Reconcile or note and report discrepancies found in records.
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Match order forms with invoices, and record the necessary information.
- Perform personal bookkeeping services.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Compute deductions for income and social security taxes.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Reconcile records of bank transactions.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Compare computer printouts to manually maintained journals to determine if they match.
- Transfer details from separate journals to general ledgers or data processing sheets.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
- Prepare purchase orders and expense reports.
- Prepare trial balances of books.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Maintain inventory records.
- Receive, record, and bank cash, checks, and vouchers.
- Prepare and process payroll information.
- Accept payment on accounts.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Verify and examine information and accuracy of loan application and closing documents.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Record applications for loan and credit, loan information, and disbursements of funds, using computers.
- Submit loan applications with recommendation for underwriting approval.
- Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
- File and maintain loan records.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Check value of customer collateral to be held as loan security.
- Interview loan applicants to obtain personal and financial data and to assist in completing applications.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Review customer accounts to determine whether payments are made on time and that other loan terms are being followed.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Answer questions and advise customers regarding loans and transactions.
- Present loan and repayment schedules to customers.
- Schedule and conduct closings of mortgage transactions.
- Establish credit limits and grant extensions of credit on overdue accounts.
- Accept payment on accounts.
- Order property insurance or mortgage insurance policies to ensure protection against loss on mortgaged property.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Arrange the payment of duty and freight charges.
- Monitor and follow applicable laws and regulations.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Arrange the payment of duty and freight charges.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Obtain or arrange cargo insurance.
- Calculate weight, volume, or cost of goods to be moved.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Provide shipment status notification to exporters, consignees, or insurers.
- Verify proper packaging and labeling of exported goods.
- Prepare invoices or cost quotations for freight transportation.
- Select shipment routes, based on nature of goods shipped, transit times, or security needs.
- Keep records of goods dispatched or received.
- Consolidate loads with a common destination to reduce costs to individual shippers.
- Monitor or record locations of goods in transit.
- Reserve necessary space on ships, aircraft, trains, or trucks.
- Negotiate shipping rates with freight carriers.
- Arrange delivery or storage of goods at destinations.
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Determine efficient and cost-effective methods of moving goods from one location to another.
- Make arrangements with customs brokers to facilitate the passage of goods through customs.
- Recommend or arrange appropriate merchandise packing methods, according to climate, terrain, weight, nature of goods, or costs.
- Maintain current knowledge of relevant legislation, political situations, or other factors that could affect freight shipping.
- Provide detailed port information to importers or exporters.
- Arrange for special transport of sensitive cargoes, such as livestock, food, or medical supplies.
- Complete customs paperwork.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Assist clients in obtaining insurance reimbursements.
- Analyze shipping routes to determine how to minimize environmental impact.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Obtain or arrange cargo insurance.
- Read electric, gas, water, or steam consumption meters and enter data in route books or hand-held computers.
- Upload into office computers all information collected on hand-held computers during meter rounds, or return route books or hand-held computers to business offices so that data can be compiled.
- Walk or drive vehicles along established routes to take readings of meter dials.
- Inspect meters for unauthorized connections, defects, and damage, such as broken seals.
- Verify readings in cases where consumption appears to be abnormal, and record possible reasons for fluctuations.
- Report to service departments any problems, such as meter irregularities, damaged equipment, or impediments to meter access, including dogs.
- Leave messages to arrange different times to read meters in cases in which meters are not accessible.
- Connect and disconnect utility services at specific locations.
- Answer customers' questions about services and charges, or direct them to customer service centers.
- Update client address and meter location information.
- Perform preventative maintenance or minor repairs on meters.
- Report lost or broken keys.
- Collect past-due bills.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Answer telephones and direct calls to appropriate staff.
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
- Complete insurance or other claim forms.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.
- Arrange hospital admissions for patients.
- Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- 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.
- 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.
- Prepare reports to provide answers in response to specific problems.
- Meet with supervisor daily to submit completed assignments and discuss progress.
- Locate and list addresses and households.
- Contact individuals to be interviewed at home, place of business, or field location, by telephone, mail, or in person.
- Collect and analyze data, such as studying old records, tallying the number of outpatients entering each day or week, or participating in federal, state, or local population surveys as a Census Enumerator.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Read job orders to determine the type of work to be done, the quantities to be produced, and the materials needed.
- Deliver completed work.
- Place original copies in feed trays, feed originals into feed rolls, or position originals on tables beneath camera lenses.
- Sort, assemble, and proof completed work.
- Operate office machines such as high speed business photocopiers, readers, scanners, addressing machines, stencil-cutting machines, microfilm readers or printers, folding and inserting machines, bursters, and binder machines.
- Complete records of production, including work volumes and outputs, materials used, and any backlogs.
- Set up and adjust machines, regulating factors such as speed, ink flow, focus, and number of copies.
- Load machines with materials such as blank paper or film.
- Monitor machine operation, and make adjustments as necessary to ensure proper operation.
- Clean machines, perform minor repairs, and report major repair needs.
- File and store completed documents.
- Operate auxiliary machines such as collators, pad and tablet making machines, staplers, and paper punching, folding, cutting, and perforating machines.
- Maintain stock of supplies, and requisition any needed items.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Clean and file master copies or plates.
- Cut copies apart and write identifying information, such as page numbers or titles, on copies.
- Move heat units and clamping frames over screen beds to form Braille impressions on pages, raising frames to release individual copies.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Check inventory records to determine availability of requested merchandise.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- 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.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Approve and pay bills.
- Receive payment and record receipts for services.
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
- Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
- Schedule appointments and maintain and update appointment calendars.
- Transmit information or documents to customers, using computer, mail, or facsimile machine.
- Hear and resolve complaints from customers or the public.
- File and maintain records.
- Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
- Analyze data to determine answers to questions from customers or members of the public.
- Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
- Keep a current record of staff members' whereabouts and availability.
- Schedule space or equipment for special programs and prepare lists of participants.
- Process and prepare memos, correspondence, travel vouchers, or other documents.
- Enroll individuals to participate in programs and notify them of their acceptance.
- Take orders for merchandise or materials and send them to the proper departments to be filled.
- Conduct tours or deliver talks describing features of public facilities, such as a historic site or national park.
- Receive payment and record receipts for services.
- Compute bills, collect payments, and make change for guests.
- Greet, register, and assign rooms to guests of hotels or motels.
- Contact housekeeping or maintenance staff when guests report problems.
- Issue room keys and escort instructions to bellhops.
- Make and confirm reservations.
- Verify customers' credit, and establish how the customer will pay for the accommodation.
- Keep records of room availability and guests' accounts, manually or using computers.
- Post charges, such as those for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
- Review accounts and charges with guests during the check out process.
- Record guest comments or complaints, referring customers to managers as necessary.
- Transmit and receive messages, using telephones or telephone switchboards.
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment.
- Advise housekeeping staff when rooms have been vacated and are ready for cleaning.
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits.
- Clean and maintain lobby and common areas, such as restocking supplies and watering plants.
- Prepare for basic food service, such as setting up continental breakfast or coffee and tea supplies.
- Date-stamp, sort, and rack incoming mail and messages.
- Arrange tours, taxis, or restaurant reservations for customers.
- Deposit guests' valuables in hotel safes or safe-deposit boxes.
- Plan, schedule or supervise the work of other employees.
- Compute bills, collect payments, and make change for guests.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- 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.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Prepare customer invoices and accept payment.
- Examine passenger documentation to determine destinations and to assign boarding passes.
- Trace lost, delayed, or misdirected baggage for customers.
- Check baggage and cargo and direct passengers to designated locations for loading.
- Provide boarding or disembarking assistance to passengers needing special assistance.
- Confer with customers to determine their service requirements and travel preferences.
- Announce arrival and departure information, using public address systems.
- Determine whether space is available on travel dates requested by customers, assigning requested spaces when available.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Maintain computerized inventories of available passenger space and provide information on space reserved or available.
- Inform clients of essential travel information, such as travel times, transportation connections, or medical and visa requirements.
- Answer inquiries regarding information, such as schedules, accommodations, procedures, or policies.
- Plan routes, itineraries, and accommodation details, and compute fares and fees, using schedules, rate books, and computers.
- Make and confirm reservations for transportation and accommodations, using telephones, faxes, mail, and computers.
- Keep information facilities clean during operation.
- Provide clients with assistance in preparing required travel documents and forms.
- Open or close information facilities.
- Provide customers with travel suggestions and information sources, such as guides, directories, brochures, or maps.
- Contact customers or travel agents to advise them of travel conveyance changes or to confirm reservations.
- Promote particular destinations, tour packages, and other travel services.
- Contact motel, hotel, resort, and travel operators to obtain current advertising literature.
- Prepare customer invoices and accept payment.
- Process payroll information.
- Manage and maintain executives' schedules.
- Make travel arrangements for executives.
- Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
- Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.
- Answer phone calls and direct calls to appropriate parties or take messages.
- Prepare responses to correspondence containing routine inquiries.
- Open, sort, and distribute incoming correspondence, including faxes and email.
- Greet visitors and determine whether they should be given access to specific individuals.
- Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
- File and retrieve corporate documents, records, and reports.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Provide clerical support to other departments.
- Attend meetings to record minutes.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.
- Process payroll information.
- Process and issue employee paychecks and statements of earnings and deductions.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- Compile employee time, production, and payroll data from time sheets and other records.
- Keep informed about changes in tax and deduction laws that apply to the payroll process.
- Complete time sheets showing employees' arrival and departure times.
- Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
- Conduct verifications of employment.
- Prepare and file payroll tax returns.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Balance cash and payroll accounts.
- Post relevant work hours to client files to bill clients properly.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Train employees on organizations' timekeeping systems.
- Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
- Process and issue employee paychecks and statements of earnings and deductions.
- Collect coins deposited in meters.
- Enter and retrieve information pertaining to vehicle registration, identification, and status, using hand-held computers.
- Patrol an assigned area by vehicle or on foot to ensure public compliance with existing parking ordinance.
- Write warnings and citations for illegally parked vehicles.
- Appear in court at hearings regarding contested traffic citations.
- Maintain assigned equipment and supplies, such as hand-held citation computers, citation books, rain gear, tire-marking chalk, and street cones.
- Respond to and make radio dispatch calls regarding parking violations and complaints.
- Maintain close communications with dispatching personnel, using two-way radios or cell phones.
- Perform simple vehicle maintenance procedures, such as checking oil and gas, and report mechanical problems to supervisors.
- Observe and report hazardous conditions, such as missing traffic signals or signs, and street markings that need to be repainted.
- Identify vehicles in violation of parking codes, checking with dispatchers when necessary to confirm identities or to determine whether vehicles need to be booted or towed.
- Train new or temporary staff.
- Make arrangements for illegally parked or abandoned vehicles to be towed, and direct tow-truck drivers to the correct vehicles.
- Investigate and answer complaints regarding contested parking citations, determining their validity and routing them appropriately.
- Provide information to the public regarding parking regulations and facilities, and the location of streets, buildings and points of interest.
- Prepare and maintain required records, including logs of parking enforcement activities, and records of contested citations.
- Perform traffic control duties such as setting up barricades and temporary signs, placing bags on parking meters to limit their use, or directing traffic.
- Mark tires of parked vehicles with chalk and record time of marking, and return at regular intervals to ensure that parking time limits are not exceeded.
- Locate lost, stolen, and counterfeit parking permits, and take necessary enforcement action.
- Wind parking meter clocks.
- Provide assistance to motorists needing help with problems, such as flat tires, keys locked in cars, or dead batteries.
- Assign and review the work of subordinates.
- Remove handbills within patrol areas.
- Collect coins deposited in meters.
- Sell mail products, and accept payment for products and mailing charges.
- Wrap packages or bundles by hand, or by using tying machines.
- Verify that items are addressed correctly, marked with the proper postage, and in suitable condition for processing.
- Remove containers of sorted mail or parcels and transfer them to designated areas according to established procedures.
- Sort and route incoming mail, and collect outgoing mail, using carts as necessary.
- Affix postage to packages or letters by hand, or stamp materials, using postage meters.
- Determine manner in which mail is to be sent, and prepare it for delivery to mailing facilities.
- Accept and check containers of mail or parcels from large volume mailers, couriers, and contractors.
- Seal or open envelopes, by hand or by using machines.
- Weigh packages or letters to determine postage needed, using weighing scales and rate charts.
- Operate embossing machines or typewriters to make corrections, additions, and changes to address plates.
- Inspect mail machine output for defects and determine how to eliminate causes of any defects.
- Remove from machines printed materials, such as labeled articles, postmarked envelopes or tape, and folded sheets.
- Release packages or letters to customers upon presentation of written notices or other identification.
- Operate computer-controlled keyboards or voice recognition equipment to direct items according to established routing schemes.
- Answer inquiries regarding shipping or mailing policies.
- Lift and unload containers of mail or parcels onto equipment for transportation to sortation stations.
- Contact delivery or courier services to arrange delivery of letters and parcels.
- Place incoming or outgoing letters or packages into sacks or bins based on destination or type, and place identifying tags on sacks or bins.
- Clear jams in sortation equipment.
- Mail merchandise samples or promotional literature in response to requests.
- Adjust guides, rollers, loose card inserters, weighing machines, and tying arms, using rules and hand tools.
- Read production orders to determine types and sizes of items scheduled for printing and mailing.
- Start machines that automatically feed plates, stencils, or tapes through mechanisms, and observe machine operations to detect any malfunctions.
- Insert material for printing or addressing into loading racks on machines, select type or die sizes, and position plates, stencils, or tapes in machine magazines.
- Stamp dates and times of receipt of incoming mail.
- Add ink, fill paste reservoirs, and change machine ribbons when necessary.
- Use equipment, such as forklifts and automated "trains," to move containers of mail.
- Fold letters or circulars and insert them in envelopes.
- Sell mail products, and accept payment for products and mailing charges.
- Encode and cancel checks, using bank machines.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- 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.
- Encode and cancel checks, using bank machines.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired licenses.
- Perform administrative tasks, such as answering telephone calls, filing court documents, or maintaining office supplies or equipment.
- Verify the authenticity of documents, such as foreign identification or immigration documents.
- Record and edit the minutes of meetings and distribute to appropriate officials or staff members.
- Question applicants to obtain required information, such as name, address, or age, and record data on prescribed forms.
- Issue public notification of all official activities or meetings.
- Record and maintain all vital and fiscal records and accounts.
- Record case dispositions, court orders, or arrangements made for payment of court fees.
- Answer questions or provide advice to the public regarding licensing policies, procedures, or regulations.
- Prepare meeting agendas or packets of related information.
- Examine legal documents submitted to courts for adherence to laws or court procedures.
- Prepare ordinances, resolutions, or proclamations so that they can be executed, recorded, archived, or distributed.
- Answer inquiries from the general public regarding judicial procedures, court appearances, trial dates, adjournments, outstanding warrants, summonses, subpoenas, witness fees, or payment of fines.
- Code information on license applications for entry into computers.
- Prepare documents recording the outcomes of court proceedings.
- Perform budgeting duties, such as assisting in budget preparation, expenditure review, or budget administration.
- Prepare and issue orders of the court, such as probation orders, release documentation, sentencing information, or summonses.
- Perform record checks on past or current licensees, as required by investigations.
- 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.
- Plan or direct the maintenance, filing, safekeeping, or computerization of all municipal documents.
- Prepare dockets or calendars of cases to be called.
- Issue various permits and licenses, such as marriage, fishing, hunting, and dog licenses, and collect appropriate fees.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Complete order receipts.
- 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.
- 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.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Collect money from students for school-related projects.
- Assist in bus loading and unloading.
- Assist librarians in school libraries.
- Attend staff meetings and serve on committees, as required.
- Clean classrooms.
- Conduct demonstrations to teach skills, such as sports, dancing, and handicrafts.
- Discuss assigned duties with classroom teachers to coordinate instructional efforts.
- Distribute teaching materials, such as textbooks, workbooks, papers, and pencils, to students.
- Distribute tests and homework assignments and collect them when they are completed.
- Enforce administration policies and rules governing students.
- Grade homework and tests, and compute and record results, using answer sheets or electronic marking devices.
- Instruct and monitor students in the use and care of equipment and materials to prevent injuries and damage.
- Laminate teaching materials to increase their durability under repeated use.
- Maintain computers in classrooms and laboratories, and assist students with hardware and software use.
- Observe students' performance, and record relevant data to assess progress.
- Operate and maintain audio-visual equipment.
- Organize and label materials and display students' work in a manner appropriate for their eye levels and perceptual skills.
- Organize and supervise games and other recreational activities to promote physical, mental, and social development.
- Participate in teacher-parent conferences regarding students' progress or problems.
- Plan, prepare, and develop various teaching aids, such as bibliographies, charts, and graphs.
- Prepare lesson materials, bulletin board displays, exhibits, equipment, and demonstrations.
- Prepare lesson outlines and plans in assigned subject areas and submit outlines to teachers for review.
- Present subject matter to students under the direction and guidance of teachers, using lectures, discussions, supervised role-playing methods, or by reading aloud.
- Requisition and stock teaching materials and supplies.
- Supervise students in classrooms, halls, cafeterias, school yards, and gymnasiums, or on field trips.
- Take class attendance and maintain attendance records.
- Teach social skills to students.
- Tutor and assist children individually or in small groups to help them master assignments and to reinforce learning concepts presented by teachers.
- Type, file, and duplicate materials.
- Use computers, audio-visual aids, and other equipment and materials to supplement presentations.
- Collect money from students for school-related projects.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Maintain databases of logistics information.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Track product flow from origin to final delivery.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Write or revise standard operating procedures for logistics processes.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Send out notices and accept fine payments for lost or overdue books.
- 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.
- 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.
- Prepare library statistics reports.
- Deliver and retrieve items to and from departments by hand or using push carts.
- Assist in the preparation of book displays.
- Classify and catalog items according to content and purpose.
- Operate small branch libraries, under the direction of off-site librarian supervisors.
- Plan or participate in library events and programs, such as story time with children.
- Perform accounting and bookkeeping activities, such as invoicing, maintaining financial records, budgeting, and handling cash.
- Operate and maintain audio-visual equipment.
- Place books in mailing containers, affix address labels, and secure containers with straps for mailing to blind library patrons.
- Design or maintain library web site and online catalogues.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Send out notices and accept fine payments for lost or overdue books.