office-clerk/references/tasks.md

Tasks & work activities — office clerk

Source: O*NET 30.3, occupation 43-9061.00 (Office Clerks, General).

Task statements

• [Core] Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
• [Core] Answer telephones, direct calls, and take messages.
• [Core] Compile, copy, sort, and file records of office activities, business transactions, and other activities.
• [Core] Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
• [Core] Compute, record, and proofread data and other information, such as records or reports.
• [Core] Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
• [Core] Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
• [Core] Review files, records, and other documents to obtain information to respond to requests.
• [Core] Deliver messages and run errands.
• [Core] Inventory and order materials, supplies, and services.
• [Core] Complete work schedules, manage calendars, and arrange appointments.
• [Core] Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
• [Supplemental] Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
• [Supplemental] Complete and mail bills, contracts, policies, invoices, or checks.
• [Supplemental] Process and prepare documents, such as business or government forms and expense reports.
• [Supplemental] Monitor and direct the work of lower-level clerks.
• [Supplemental] Count, weigh, measure, or organize materials.
• [Supplemental] Train other staff members to perform work activities, such as using computer applications.
• [Supplemental] Prepare meeting agendas, attend meetings, and record and transcribe minutes.
• [Supplemental] Troubleshoot problems involving office equipment, such as computer hardware and software.

Detailed work activities

• Answer telephones to direct calls or provide information.
• Calculate weights, volumes or other characteristics of materials.
• Check data for recording errors.
• Collect deposits, payments or fees.
• Compile data or documentation.
• Confer with coworkers to coordinate work activities.
• Distribute incoming mail.
• Execute sales or other financial transactions.
• File documents or records.
• Maintain inventory records.
• Maintain office equipment in proper operating condition.
• Monitor inventories of products or materials.
• Operate office equipment.
• Prepare cash for deposit or disbursement.
• Prepare documentation for contracts, transactions, or regulatory compliance.
• Prepare employee work schedules.
• Proofread documents, records, or other files to ensure accuracy.
• Provide information to coworkers.
• Record information from meetings or other formal proceedings.
• Respond to customer problems or complaints.
• Schedule appointments.
• Search files, databases or reference materials to obtain needed information.
• Send information, materials or documentation.
• Sort mail.
• Supervise clerical or administrative personnel.
• Train personnel.
• Transcribe spoken or written information.