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O*NET detailed work activityExecute sales or other financial transactions
AI-assistHandle the admin
20 jobs34 tasks
AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.
Part of Execute financial transactions, under the O*NET work activity group Performing Administrative Activities. Individual tasks below can carry a different label when their own wording calls for it (7 AI-ready, 23 AI-assist, 4 stays human).
Tasks built on this activity
- Convert gaming checks, coupons, tokens, or coins to currency for gaming patrons.
- Cash checks and process credit card advances for patrons.
- Process transactions, such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- Deliver e-mail confirmation of completed transactions and shipment.
- Fill customer orders by packaging sold items and documentation for direct shipping or by transferring orders to manufacturers or third-party distributors.
- Perform removal and rotation of cash, coin, or chip inventories as necessary.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Pay small claims.
- Approve and pay bills.
- Cancel orders based on customer requests or inventory or delivery problems.
- Execute wire transfers of funds.
- Process and issue employee paychecks and statements of earnings and deductions.
- Arrange for processing or resale of purchased products.
- Cash money orders.
- Prepare and process payroll information.
- Initiate online auctions through auction hosting sites or auction management software.
- Process loan applications.
- Process payroll information.
- Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
- Issue checks to bond owners in settlement of transactions.
- Transfer digital media, such as music, video, or software, to customers via the Internet.
- Prepare credit cards or charge account plates.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
Tasks where it is part of the work
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Compute bills, collect payments, and make change for guests.
- Perform teller duties as required.
- Prepare and verify cashier's checks.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Perform administrative tasks, such as accepting orders, scheduling appointments or meeting rooms, or sending and receiving faxes.
- Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.
- Perform foreign currency transactions and sell traveler's checks.
- Prepare and mail checks.