About This Role
Clerical duties within the office may include a combination of answering telephones, bookkeeping, typing or word processing, office machine operation, and filing. Requires knowledge of office systems and procedures.
What You'll Do
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Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
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Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
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Answer telephones, direct calls, and take messages.
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Compile, copy, sort, and file records of office activities, business transactions, and other activities.
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Complete and mail bills, contracts, policies, invoices, or checks.
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Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
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Compute, record, and proofread data and other information, such as records or reports.
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Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
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Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
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Review files, records, and other documents to obtain information to respond to requests.
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Deliver messages and run errands.
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Inventory and order materials, supplies, and services.
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Complete work schedules, manage calendars, and arrange appointments.
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Process and prepare documents, such as business or government forms and expense reports.
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Monitor and direct the work of lower-level clerks.
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Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
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Count, weigh, measure, or organize materials.
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Train other staff members to perform work activities, such as using computer applications.
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Prepare meeting agendas, attend meetings, and record and transcribe minutes.
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Troubleshoot problems involving office equipment, such as computer hardware and software.
Requirements
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Prepare cash for deposit or disbursement.
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Execute sales or other financial transactions.
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Collect deposits, payments or fees.
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Confer with coworkers to coordinate work activities.
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Respond to customer problems or complaints.
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Answer telephones to direct calls or provide information.
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Compile data or documentation.
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File documents or records.
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Send information, materials or documentation.
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Operate office equipment.
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Check data for recording errors.
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Proofread documents, records, or other files to ensure accuracy.
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Maintain inventory records.
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Sort mail.
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Distribute incoming mail.
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Search files, databases or reference materials to obtain needed information.
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Provide information to coworkers.
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Monitor inventories of products or materials.
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Schedule appointments.
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Prepare employee work schedules.
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Prepare documentation for contracts, transactions, or regulatory compliance.
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Supervise clerical or administrative personnel.
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Proofread documents, records, or other files to ensure accuracy.
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Train personnel.
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Transcribe spoken or written information.
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Record information from meetings or other formal proceedings.
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Maintain office equipment in proper operating condition.
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Make travel, accommodations, or entertainment arrangements for others.
Nice To Haves
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Adobe Systems Adobe Acrobat
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Adobe Systems Adobe InDesign
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Blackbaud The Raiser's Edge
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Blackboard
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Data entry software
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FileMaker Pro
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IBM Notes
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Intuit QuickBooks
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LexisNexis
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Medical condition coding software
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Medical procedure coding software
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MEDITECH software
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Microsoft Access
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Microsoft Excel
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Microsoft Outlook
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Microsoft PowerPoint
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Microsoft Publisher
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Oracle JD Edwards EnterpriseOne
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Oracle PeopleSoft
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Sage 50 Accounting
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SAP
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Yardi
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10-key calculators
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Alpha Software Alpha Five
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Appointment scheduling software
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Billing software
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Bookkeeping software
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Computer laser printers
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Computer terminals
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Data input scanners
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Desktop computers
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Dictation equipment
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Digital duplicating machines
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Electric typewriters
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Electronic Data Interchange EDI systems
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Filing system software
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Google Docs
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IBM Check Processing Control System CPSC
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Laptop computers
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Laser facsimile machines
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Letter folding machines
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Mavenlink
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Microsoft Office
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Microsoft Windows
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Microsoft Word
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Multi-line telephone systems
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Personal computers
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Photocopiers
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Photocopying equipment
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Postage machines
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Propertyware
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Records management software
- Salesforce.com Salesforce CRM
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Scanners
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Spreadsheet software
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St. Paul Travelers e-CARMA
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Switchboards
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Transcription system software
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Typewriters
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Voice mail systems
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Web browser software
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Word processing software
Benefits