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ROUTINE CLERICAL RESPONSIBILITIES WORKSHEET


ACTIVITY
FREQUENCY


Day
Week
Month
Other

Types labels, letters, envelopes, and invoices.





Determine layout and format, and type in finished format.





Proofread and correct errors.





Set up an type financial and statistical reports.





Take dictation and transcribe.





Transcribe dictation from voice recordings.





Record, type, and distribute meeting minutes.





Compose standard letters in response to routine correspondence.





Schedule appointments without prior clearance, schedule 
meetings and conferences, and make travel arrangements 
including reservations.





Prepare meeting and conference rooms.





Maintain, process, distribute, and update records, files, and 
documents.





Maintain confidential records and files, and handle confidential 
correspondence and records.





Open, sort and distribute mail.





Answer phone, screen and place calls, monitor and follow up on voice mail recordings, refer callers to appropriate parties.





Prepare, process, and verify invoices, bills, checks and receipts.





Maintain and report expense account activity.





Receive and welcome visitors, and refer to appropriate parties.





Maintain and update mailing lists.





Enter data electronically and verify.





Process payroll records.





Perform calculations, post and verify figures, trace and adjust 
errors.





Maintain inventory of office supplies, requisition new supplies, and distribute supplies to authorized parties.





Schedule and monitor equipment repairs and service contracts.





Maintain locks and keys for storage cabinets and other facilities, 
and distribute to authorized parties.





Orient and train new employees.





Schedule work for coworkers as requested.





Maintain cash box.





Sign legal documents.





Act as resource for others as to staff and locations.





Handle cash and negotiable instruments.





ACTIVITY
FREQUENCY


Day
Week
Month
Other

Maintain records of cash receipts and disbursements.





Review job applicants/applications and conducts screening 
interviews.





Collate and bind.





Make copies.





Date and stamp documents.





Recommend improvements in operations and procedures.





Modify operations and/or procedures.





Maintain procedures and information manuals.





Develop operating budget for approval.





Research, tabulate, and summarize information of routine, 
periodic or special reports.





Present findings in oral or written form.





Record and verify entries or accounts, journals, logs, and general ledgers.





Balance accounts and reconcile statements.







INDICATE THE EQUIPMENT OPERATED AS A REGULAR PART OF THE RESPONSIBILITIES


Calculator

Camera  
  
Cash register/petty cash


Computer

Dictation equipment
  
Facsimile machine


Microfilm equipment

Photocopier

Postage machine


Security equipment

Sorter  

Switchboard


Word processor

Other:
  





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