telephone-switchboard-operator/references/tasks.md

Tasks & work activities — telephone switchboard operator

Source: O*NET 30.3, occupation 43-2011.00 (Switchboard Operators, Including Answering Service).

Task statements

• [Core] Perform various data entry or word processing tasks, such as updating phone directories, typing or proofreading documents, or creating schedules.
• [Core] Process incoming or outgoing mail, packages, or deliveries.
• [Core] Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
• [Core] Monitor emergency and code alarms, make emergency announcements, or route emergency calls to the appropriate location.
• [Core] Greet visitors, log them in and out of the facility, assign them security badges, and contact employee escorts.
• [Core] Perform various cash handling tasks, such as collecting payments, making bank deposits, or managing petty cash.
• [Core] Operate communication systems, such as telephone, switchboard, intercom, two-way radio, or public address.
• [Core] Answer incoming calls, greeting callers, providing information, transferring calls or taking messages as necessary.
• [Core] Page individuals to inform them of telephone calls, using paging or interoffice communication equipment.
• [Core] Relay or route written or verbal messages.
• [Core] Place telephone calls or arrange conference calls as instructed.
• [Core] Record messages, suggesting rewording for clarity or conciseness.
• [Supplemental] Place orders, such as for equipment, supplies, or catering for meetings.
• [Supplemental] Monitor alarm systems to ensure that secure conditions are maintained.
• [Supplemental] Contact security staff members when necessary, using radio-telephones.
• [Supplemental] Keep records of calls placed and charges incurred.
• [Supplemental] Stamp messages with time and date and file them appropriately.
• [Supplemental] Answer simple questions about clients' businesses, using reference files.
• [Supplemental] Complete forms for sales orders.

Detailed work activities

• Answer customer questions about goods or services.
• Answer telephones to direct calls or provide information.
• Collect deposits, payments or fees.
• Execute sales or other financial transactions.
• File documents or records.
• Greet customers, patrons, or visitors.
• Maintain call records.
• Maintain security.
• Monitor alarm systems.
• Operate audio recording equipment.
• Operate communications equipment or systems.
• Order materials, supplies, or equipment.
• Prepare cash for deposit or disbursement.
• Prepare documentation for contracts, transactions, or regulatory compliance.
• Proofread documents, records, or other files to ensure accuracy.
• Refer customers to appropriate personnel.
• Relay information between personnel.
• Schedule appointments.
• Sort mail.
• Type documents.