- 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.
Occupations with related tasks Save Table: XLSX CSV
Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
4 | 4 | 2 | 43-4021.00 | Correspondence Clerks |
4 | 4 | 2 | 43-9022.00 | Word Processors and Typists |
3 | 3 | 4 | 43-9111.00 | Statistical Assistants |
3 | 3 | 3 | 43-3051.00 | Payroll and Timekeeping Clerks |
2 | 2 | 3 | 43-4111.00 | Interviewers, Except Eligibility and Loan |
2 | 2 | 2 | 43-5061.00 | Production, Planning, and Expediting Clerks |
2 | 2 | 2 | 43-9071.00 | Office Machine Operators, Except Computer |
2 | 2 | 2 | 43-4071.00 | File Clerks |
2 | 2 | 3 | 43-4161.00 | Human Resources Assistants, Except Payroll and Timekeeping |
2 | 2 | 3 | 43-6011.00 | Executive Secretaries and Executive Administrative Assistants |
1 | 1 | 2 | 33-9031.00 | Gambling Surveillance Officers and Gambling Investigators |
1 | 1 | 2 | 43-9021.00 | Data Entry Keyers |
1 | 1 | 3 | 35-2013.00 | Cooks, Private Household |
1 | 1 | 4 | 13-2022.00 | Appraisers of Personal and Business Property
|
1 | 1 | 3 | 43-4141.00 | New Accounts Clerks |
1 | 1 | 2 | 43-4041.00 | Credit Authorizers, Checkers, and Clerks |
1 | 1 | 2 | 43-6013.00 | Medical Secretaries and Administrative Assistants
|
1 | 1 | 3 | 43-4061.00 | Eligibility Interviewers, Government Programs |
1 | 1 | 3 | 43-4131.00 | Loan Interviewers and Clerks |
1 | 1 | 2 | 43-4151.00 | Order 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 | 2 | 43-9041.00 | Insurance Claims and Policy Processing Clerks |
1 | 1 | 5 | 29-1031.00 | Dietitians and Nutritionists
|
1 | 1 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers
|
1 | 1 | 4 | 11-1031.00 | Legislators |
1 | 1 | 2 | 43-6014.00 | Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
|
- 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.
- 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.
- Compile data pertinent to manufacture of special products for customers.
- Maintain files and control records to show correspondence activities.
- Read incoming correspondence to ascertain nature of writers' concerns and to determine disposition of correspondence.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- 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.
- Compute costs of records furnished to requesters, and write letters to obtain payment.
- 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.
- 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.
- Obtain written authorization to access required medical information.
- 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.
- 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.
- Compile data pertinent to manufacture of special products for customers.
- Gather, register, and arrange the material to be typed, following instructions.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Collate pages of reports and other documents.
- 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.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Keep records of work performed.
- Search for specific sets of stored, typed characters to make changes.
- 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.
- Gather, register, and arrange the material to be typed, following instructions.
- Electronically sort and compile text and numerical data, retrieving, updating, and merging documents as required.
- Collate pages of reports and other documents.
- Work with technical material, preparing statistical reports, planning and typing statistical tables, and combining and rearranging material from different sources.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- 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.
- Participate in the publication of data or information.
- File data and related information, and maintain and update databases.
- Code data prior to computer entry, using lists of codes.
- 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.
- Compile reports, charts, or graphs that describe and interpret findings of analyses.
- Organize paperwork, such as survey forms or reports, for distribution or analysis.
- Compile statistics from source materials, such as production or sales records, quality-control or test records, time sheets, or survey sheets.
- Compile employee time, production, and payroll data from time sheets and other records.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Post relevant work hours to client files to bill clients properly.
- Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
- Process and issue employee paychecks and statements of earnings and deductions.
- Compute wages and deductions, and enter data into computers.
- Process paperwork for new employees and enter employee information into the payroll system.
- Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
- Distribute and collect timecards each pay period.
- Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
- Issue and record adjustments to pay related to previous errors or retroactive increases.
- Keep track of leave time, such as vacation, personal, and sick leave, for employees.
- 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.
- Balance cash and payroll accounts.
- 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.
- Compile employee time, production, and payroll data from time sheets and other records.
- Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
- Post relevant work hours to client files to bill clients properly.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- 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.
- 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.
- 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.
- Explain survey objectives and procedures to interviewees and interpret survey questions to help interviewees' comprehension.
- Recruit participants for focus groups.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- 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.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Sort, assemble, and proof completed work.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- 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.
- 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.
- Compute prices for services and receive payment, or provide supervisors with billing information.
- Set up and adjust machines, regulating factors such as speed, ink flow, focus, and number of copies.
- 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.
- 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.
- Sort, assemble, and proof completed work.
- Prepare and process papers for use in scanning, microfilming, and microfiche.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Gather materials to be filed from departments or employees.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Answer questions about records or files.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Add new material to file records or create new records as necessary.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Track materials removed from files to ensure that borrowed files are returned.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Modify or improve filing systems or implement new filing systems.
- Design forms related to filing systems.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Gather materials to be filed from departments or employees.
- Gather personnel records from other departments or employees.
- Compile and prepare reports and documents pertaining to personnel activities.
- Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
- Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
- Explain company personnel policies, benefits, and procedures to employees or job applicants.
- Provide assistance in administering employee benefit programs and worker's compensation plans.
- Answer questions regarding examinations, eligibility, salaries, benefits, and other pertinent information.
- Prepare and set up for new employee orientations.
- Examine employee files to answer inquiries and provide information for personnel actions.
- Search employee files to obtain information for authorized persons and organizations, such as credit bureaus and finance companies.
- Interview job applicants to obtain and verify information used to screen and evaluate them.
- Process and review employment applications to evaluate qualifications or eligibility of applicants.
- Inform job applicants of their acceptance or rejection of employment.
- Select applicants meeting specified job requirements and refer them to hiring personnel.
- Arrange for advertising or posting of job vacancies and notify eligible workers of position availability.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Administer and score applicant and employee aptitude, personality, and interest assessment instruments.
- Prepare badges, passes, and identification cards, and perform other security-related duties.
- Arrange for in-house and external training activities.
- Gather personnel records from other departments or employees.
- Compile and prepare reports and documents pertaining to personnel activities.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- 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.
- Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
- File and retrieve corporate documents, records, and reports.
- Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
- Provide clerical support to other departments.
- Attend meetings to record minutes.
- Process payroll information.
- Interpret administrative and operating policies and procedures for employees.
- Set up and oversee administrative policies and procedures for offices or organizations.
- Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.
- 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.
- Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.
- Compile, transcribe, and distribute minutes of meetings.
- Develop and maintain log of surveillance observations.
- Monitor establishment activities to ensure adherence to all state gaming regulations and company policies and procedures.
- Observe casino or casino hotel operations for irregular activities, such as cheating or theft by employees or patrons, using audio and video equipment and one-way mirrors.
- Report all violations and suspicious behaviors to supervisors, verbally or in writing.
- Inspect and monitor audio or video surveillance equipment to ensure it is working appropriately.
- Review video surveillance footage.
- Act as oversight or security agents for management or customers.
- Supervise or train surveillance observers.
- Develop and maintain log of surveillance observations.
- Compile, sort, and verify the accuracy of data before it is entered.
- Locate and correct data entry errors, or report them to supervisors.
- Compare data with source documents, or re-enter data in verification format to detect errors.
- Store completed documents in appropriate locations.
- Select materials needed to complete work assignments.
- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
- Maintain logs of activities and completed work.
- Load machines with required input or output media, such as paper, cards, disks, tape, or Braille media.
- Resolve garbled or indecipherable messages, using cryptographic procedures and equipment.
- Compile, sort, and verify the accuracy of data before it is entered.
- Keep records pertaining to menus, finances, and other business-related issues.
- Peel, wash, trim, and cook vegetables and meats, and bake breads and pastries.
- Cool, package, label, and freeze foods for later consumption and provide instructions for reheating.
- Plan menus according to employers' needs and diet restrictions.
- Shop for or order food and kitchen supplies and equipment.
- Prepare meals in private homes according to employers' recipes or tastes, handling all meals for the family and possibly for other household staff.
- Stock, organize, and clean kitchens and cooking utensils.
- Direct the operation and organization of kitchens and all food-related activities, including the presentation and serving of food.
- Specialize in preparing fancy dishes or food for special diets.
- Plan and prepare food for parties, holiday meals, luncheons, special functions, and other social events.
- Create and explore new cuisines.
- Serve meals and snacks to employing families and their guests.
- Travel with employers to vacation homes to provide meal preparation at those locations.
- Keep records pertaining to menus, finances, and other business-related issues.
- Create and maintain a database of completed appraisals.
- Calculate the value of property based on comparisons to recent sales, estimated cost to reproduce, and anticipated property income streams.
- Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidation, based on the needs of the property owner.
- Document physical characteristics of property such as measurements, quality, and design.
- Forecast the value of property.
- Inspect personal or business property.
- Locate and record data on sales of comparable property using specialized software, internet searches, or personal records.
- Recommend loan amounts based on the value of property being used as collateral.
- Take photographs of property.
- Testify in court as to the value of a piece of tangible property.
- Update appraisals when property has been improved, damaged, or has otherwise changed.
- Verify that property matches legal descriptions or certifications.
- Write and submit appraisal reports for property, such as jewelry, art, antiques, collectibles, and equipment.
- Write descriptions of the property being appraised.
- Create and maintain a database of completed appraisals.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Collect and record customer deposits and fees and issue receipts, using computers.
- Inform customers of procedures for applying for services, such as ATM cards, direct deposit of checks, and certificates of deposit.
- Answer customers' questions and explain available services, such as deposit accounts, bonds, and securities.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Process loan applications.
- Obtain credit records from reporting agencies.
- Schedule repairs for locks on safe-deposit boxes.
- Perform foreign currency transactions and sell traveler's checks.
- Duplicate records for distribution to branch offices.
- Perform teller duties as required.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Compile and analyze credit information gathered by investigation.
- Keep records of customers' charges and payments.
- 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.
- Prepare reports of findings and recommendations.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Compile and analyze credit information gathered by investigation.
- 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.
- Complete insurance or other claim forms.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Transmit correspondence or medical records by mail, e-mail, or fax.
- Maintain medical records, technical library, or correspondence files.
- Receive and route messages or documents, such as laboratory results, to appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.
- Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.
- Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.
- 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.
- Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- 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.
- 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.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Investigate claimants for the possibility of fraud or abuse.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.
- Monitor the payments of benefits throughout the duration of a claim.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Verify and examine information and accuracy of loan application and closing documents.
- 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.
- 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.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Calculate and compile order-related statistics, and prepare reports for management.
- 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.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- 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.
- Calculate and compile order-related statistics, and prepare reports for management.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- 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.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Inventory and order materials, supplies, and services.
- Deliver messages and run errands.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- 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.
- 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.
- Prepare customer invoices and accept payment.
- 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.
- Assemble and issue required documentation, such as tickets, travel insurance policies, or itineraries.
- Post or attach information to claim file.
- Prepare insurance claim forms or related documents, and review them for completeness.
- Calculate amount of claim.
- 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.
- Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers.
- Collect initial premiums and issue receipts.
- Check computations of interest accrued, premiums due, and settlement surrender on loan values.
- Interview clients and take their calls to provide customer service and obtain information on claims.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Compose business correspondence for supervisors, managers, and professionals.
- Apply insurance rating systems.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Enter insurance- and claims-related information into database systems.
- Modify, update, or process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
- Organize or work with detailed office or warehouse records, maintaining files for each policyholder, including policies that are to be reinstated or cancelled.
- Post or attach information to claim file.
- Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.
- Assess nutritional needs, diet restrictions, and current health plans to develop and implement dietary-care plans and provide nutritional counseling.
- Evaluate laboratory tests in preparing nutrition recommendations.
- Counsel individuals and groups on basic rules of good nutrition, healthy eating habits, and nutrition monitoring to improve their quality of life.
- Advise patients and their families on nutritional principles, dietary plans, diet modifications, and food selection and preparation.
- Incorporate patient cultural, ethnic, or religious preferences and needs in the development of nutrition plans.
- Consult with physicians and health care personnel to determine nutritional needs and diet restrictions of patient or client.
- Develop recipes and menus to address special nutrition needs, such as low glycemic, low histamine, or gluten- or allergen-free.
- Coordinate diet counseling services.
- Develop curriculum and prepare manuals, visual aids, course outlines, and other materials used in teaching.
- Plan, conduct, and evaluate dietary, nutritional, and epidemiological research.
- Plan and conduct training programs in dietetics, nutrition, and institutional management and administration for medical students, health-care personnel, and the general public.
- Write research reports and other publications to document and communicate research findings.
- Select, train, and supervise workers who plan, prepare, and serve meals.
- Make recommendations regarding public policy, such as nutrition labeling, food fortification, or nutrition standards for school programs.
- Manage quantity food service departments or clinical and community nutrition services.
- Monitor food service operations to ensure conformance to nutritional, safety, sanitation and quality standards.
- Inspect meals served for conformance to prescribed diets and standards of palatability and appearance.
- Purchase food in accordance with health and safety codes.
- Develop policies for food service or nutritional programs to assist in health promotion and disease control.
- Organize, develop, analyze, test, and prepare special meals, such as low-fat, low-cholesterol, or chemical-free meals.
- Advise food service managers and organizations on sanitation, safety procedures, menu development, budgeting, and planning to assist with establishment, operation, and evaluation of food service facilities and nutrition programs.
- Prepare and administer budgets for food, equipment, and supplies.
- Plan, conduct, and evaluate nutrigenomic or nutrigenetic research.
- Coordinate recipe development and standardization and develop new menus for independent food service operations.
- Confer with design, building, and equipment personnel to plan for construction and remodeling of food service units.
- Plan and prepare grant proposals to request program funding.
- Test new food products and equipment.
- Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.
- 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.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Analyze and understand the local and national implications of proposed legislation.
- Appoint nominees to leadership posts, or approve such appointments.
- Confer with colleagues to formulate positions and strategies pertaining to pending issues.
- Debate the merits of proposals and bill amendments during floor sessions, following the appropriate rules of procedure.
- Develop expertise in subject matters related to committee assignments.
- Hear testimony from constituents, representatives of interest groups, board and commission members, and others with an interest in bills or issues under consideration.
- Keep abreast of the issues affecting constituents by making personal visits and phone calls, reading local newspapers, and viewing or listening to local broadcasts.
- Maintain knowledge of relevant national and international current events.
- Negotiate with colleagues or members of other political parties in order to reconcile differing interests, and to create policies and agreements.
- Prepare drafts of amendments, government policies, laws, rules, regulations, budgets, programs and procedures.
- Read and review concerns of constituents or the general public and determine if governmental action is necessary.
- Represent their parties in negotiations with political executives or members of other parties, and when speaking with the media.
- Review bills in committee, and make recommendations about their future.
- Seek federal funding for local projects and programs.
- Serve on commissions, investigative panels, study groups, and committees in order to examine specialized areas and recommend action.
- Vote on motions, amendments, and decisions on whether or not to report a bill out from committee to the assembly floor.
- Write, prepare, and deliver statements for the Congressional Record.
- Alert constituents of government actions and programs by way of newsletters, personal appearances at town meetings, phone calls, and individual meetings.
- Attend receptions, dinners, and conferences to meet people, exchange views and information, and develop working relationships.
- Determine campaign strategies for media advertising, positions on issues, and public appearances.
- Encourage and support party candidates for political office.
- Establish personal offices in local districts or states, and manage office staff.
- Evaluate the structure, efficiency, activities, and performance of government agencies.
- Organize and maintain campaign organizations and fundraisers, in order to raise money for election or re-election.
- Oversee expense allowances, ensuring that accounts are balanced at the end of each fiscal year.
- Promote the industries and products of their electoral districts.
- Represent their government at local, national, and international meetings and conferences.
- Speak to students to encourage and support the development of future political leaders.
- Make decisions that balance the perspectives of private citizens, public officials, and party leaders.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Locate and attach appropriate files to incoming correspondence requiring replies.
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
- Create, maintain, and enter information into databases.
- Use computers for various applications, such as database management or word processing.
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.
- Schedule and confirm appointments for clients, customers, or supervisors.
- Maintain scheduling and event calendars.
- Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
- Complete forms in accordance with company procedures.
- 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.
- Locate and attach appropriate files to incoming correspondence requiring replies.