Description
Organize, file, and maintain correspondence, invoices, receipts, and other records using established alphabetical, numerical, or electronic systems; locate, retrieve, and deliver files on request.
- • Add new material to file records or create new records as needed.
- • Track checked-out files and ensure timely return.
- • Collect materials to be filed from departments or staff.
- • Sort and classify information by content, purpose, user, or chronological, alphabetical, or numerical order.
- • Review incoming materials to determine classification and file location.
- • Place materials into cabinets, boxes, bins, or drawers per classification.
- • Assign and record identification numbers or codes for indexing.
- • Answer questions and fulfill requests about records or files.
- • Maintain and improve filing systems or help implement new ones.
- • Inspect files periodically for correct placement, legibility, and condition.
- • Remove outdated materials per retention schedules; destroy or archive as required.
- • Operate mechanized or automated filing equipment as needed.
- • Design or update forms related to filing processes.
- • Retrieve microfilm or microfiche documents and load viewers.
- • Enter file numbers and document metadata into computer systems.
- • Perform general office tasks such as typing, phone support, mail processing, and safeguarding confidential materials.
- • Maintain logs of files filed, removed, or transferred; generate reports.
- • Find, copy, and deliver requested information to authorized users.
- • Support basic financial processing such as accounts payable, invoice review, cash collections, or issuing receipts.
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
