AI Assistant for File Clerks

File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.

Some Preparation Needed

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Core Responsibilities

  • 1Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.(Core task)
  • 2Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.(Core task)
  • 3Gather materials to be filed from departments or employees.(Core task)
  • 4Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.(Core task)
  • 5Add new material to file records or create new records as necessary.(Core task)
  • 6Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.(Core task)
  • 7Scan or read incoming materials to determine how and where they should be classified or filed.(Core task)
  • 8Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.(Core task)
  • 9Answer questions about records or files.(Core task)
  • 10Assign and record or stamp identification numbers or codes to index materials for filing.(Core task)

Top Skills Required

Reading Comprehension
Active Listening
Speaking
Writing
Monitoring
Service Orientation
Critical Thinking
Social Perceptiveness
Time Management
Active Learning

Knowledge Areas

AdministrativeEnglish LanguageCustomer and Personal ServiceLaw and GovernmentComputers and ElectronicsTelecommunicationsMathematicsPublic Safety and Security

Technology & Tools Used

In-Demand Technologies

Adobe AcrobatIntuit QuickBooksMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePointMicrosoft WindowsMicrosoft Word

Other Tools

Electronic filing softwareElectronic health record EHR softwareEmail softwareOptical scanning softwareWord processing software

Daily Work Activities

Working with Computers
Organizing, Planning, and Prioritizing Work
Processing Information
Updating and Using Relevant Knowledge
Establishing and Maintaining Interpersonal Relationships
Analyzing Data or Information
Making Decisions and Solving Problems
Documenting/Recording Information

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