Prepares asset, liability, and capital account entries by compiling and analyzing account information.
Documents financial transactions by entering account information.
Recommends financial actions by analyzing accounting options.
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
Substantiates financial transactions by auditing documents.
Maintains accounting controls by preparing and recommending policies and procedures.
Reconciles financial discrepancies by collecting and analyzing account information.
Secures financial information by completing data base backups.
Maintains financial security by following internal controls.
Prepares payments by verifying documentation, and requesting disbursements.
Answers accounting procedure questions by researching and interpreting accounting policy and regulations.
Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
Maintains customer confidence and protects operations by keeping financial information confidential.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Accomplishes the result by performing the duty.
Contributes to team effort by accomplishing related results as needed.
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Arrange conferences, meetings, and travel reservations for office personnel.
Complete forms in accordance with company procedures.
Compose, type, and distribute meeting notes, routine correspondence, and reports.
Greet visitors and callers, handle their inquiries, and direct them to the appropriate persons according to their needs.
Locate and attach appropriate files to incoming correspondence requiring replies.
Mail newsletters, promotional material, and other information.
Maintain scheduling and event calendars.
Make copies of correspondence and other printed material.
Open, read, route, and distribute incoming mail and other material, and prepare answers to routine letters.
Schedule and confirm appointments for clients, customers, or supervisors.
Set up and maintain paper and electronic filing systems for records, correspondence, and other material.
Take dictation in shorthand or by machine, and transcribe information.
Collect and disburse funds from cash accounts, and keep records of collections and disbursements.
Conduct searches to find needed information, using such sources as the Internet.
Coordinate conferences and meetings.
Establish work procedures and schedules, and keep track of the daily work of clerical staff.
Learn to operate new office technologies as they are developed and implemented.
Manage projects, and contribute to committee and team work.
Operate electronic mail systems and coordinate the flow of information both internally and with other organizations.
Order and dispense supplies.
Prepare and mail checks.
Provide services to customers, such as order placement and account information.
Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
Supervise other clerical staff, and provide training and orientation to new staff.
Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.