secretary/references/tasks.md

Tasks & work activities — secretary

Source: O*NET 30.3, occupation 43-6012.00 (Legal Secretaries and Administrative Assistants).

Task statements

• [Core] Prepare and distribute invoices to bill clients or pay account expenses.
• [Core] Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
• [Core] Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
• [Core] Receive and place telephone calls.
• [Core] Schedule and make appointments.
• [Core] Make photocopies of correspondence, documents, and other printed matter.
• [Core] Organize and maintain law libraries, documents, and case files.
• [Core] Assist attorneys in collecting information such as employment, medical, and other records.
• [Core] Draft and type office memos.
• [Core] Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
• [Supplemental] Make travel arrangements for attorneys.
• [Supplemental] Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
• [Supplemental] Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
• [Supplemental] Submit articles and information from searches to attorneys for review and approval for use.

Detailed work activities

• Answer telephones to direct calls or provide information.
• Issue documentation or identification to customers or employees.
• Make travel, accommodations, or entertainment arrangements for others.
• Obtain personal or financial information about customers or applicants.
• Operate office equipment.
• Prepare business correspondence.
• Prepare documentation for contracts, transactions, or regulatory compliance.
• Prepare legal documents.
• Proofread documents, records, or other files to ensure accuracy.
• Provide information to coworkers.
• Record information about legal matters.
• Record information from meetings or other formal proceedings.
• Schedule appointments.
• Search files, databases or reference materials to obtain needed information.
• Send information, materials or documentation.