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10+ years of experience
Responsible for processing over 5,000 gifts annually totaling one million dollars in revenue for university.
- Managed 5 students weekly with processing pledge entries and reminders.
- Improved business gift matching by 33% through aggressive research and contact for increased awareness.
- Suggested procedures and created processes that streamlined task management and troubleshooting.
- Included bookkeeping, word processing, excel, reporting, accounting, customer service, ledgers and log report management.
0-5 years of experience
Initially responsible for data entry, letter-writing, answering telephones, and communicating with clients through facsimile and e-mail
- Within one month, promoted to sales department; responsible for all out-going communication for company president and Senior Account Executive and for developing relationships over the telephone with prospective clients
- Quickly learned all aspects of Debt$Net, a previously unfamiliar software relied upon by the company; honed skills in Microsoft Office and Outlook
- Created and continue to maintain the company’s website; developed search engine optimization solutions and marketing plans; solely responsible for maintenance of social media presence
- Served as technical liaison for employees and clients for various web-based portals
- Completed important, time-sensitive, and confidential documents for the company president in a professional manner
- Performed other clerical duties including filing, photocopying, organization of files, and prioritizing of projects
0-5 years of experience
Provided clerical support to faculty, staff, and public in the Extended Opportunities Program and
Services and Counseling and Personnel Department
- Notified staff when students arrived for appointments
- Assisted with filing, prioritized materials in order of relevance and/or access of information
- Balanced work-load in a high-demanding working environment in a tactful and professional manner
- Provided data entry support using various manual and computerize record management systems
- Created orientation packets for students
- Retrieved student records using various databases
0-5 years of experience
Provided technical information and assistance to students and staff with registration, enrollments, and fees
- Guided students for completeness of forms over the phone and in person. Processed applicable fees
- Typed correspondence letters, labels, memorandums, and spreadsheets. Revised schedules and records
- Assisted faculty, staff, and students with special projects and events. Distributed incoming and outgoing mail
- Processed forms and applications; verified accurate data for completeness. Collected and accounted for monies
0-5 years of experience
Provided clerical assistance to two insurance counselors.
- Answered multi-line phone and routed calls to a 50- person exchange.
- Provided answers to general questions pertaining to several not-for-profit agencies.
- Added and maintained client information in multiple federal databases.
0-5 years of experience
Implemented reading and writing workshops to increase student literacy and support school reading Programs.
- Coach students on public speaking and presentations skills.
- Checked in, checked out and renewed library materials using [Workflow Systems].
- Trained numerous library staff to work at the circulation desk.
- Instructed students on research techniques and the use of information technologies.
- Located requested books on the shelves and in the library database using [Workflow] Software program.
- Organized and executed monthly displays for the entire library. Ranging from picture displays to flyers and broachers for students and faculty to take home.
0-5 years of experience
Operated office equipment such as copy machines and fax machines
- Prepared and successfully sorted and filed documents in appropriate locations
- Responsible for filing, copying and database input
- Managed incoming calls, directed calls and conveyed messages.
- Maintained and updated information as needed
- Successfully ran and organized front desk
0-5 years of experience
Practical computer experience in variety of programs including Microsoft Word, Microsoft Excel, Microsoft Publisher, WordPerfect
- Mailing list maintenance
- Coordinated small meetings which include sending meeting notices, tracking attendance, and distributing materials
- Maintained conference registration lists and prepared badges for attendees
- Processed membership requests
- Directed telephone inquiries and handled appropriate specified requests
- Conducted internet research
0-5 years of experience
Excellus within a service-oriented pressure washing establishment, demonstrating talent for communicating effectively with customers from diverse backgrounds.
- Excelled command over clerical duties.
- Scored in top 10% of employees in successful resolution of issues.
- Provided customers with product and service information.
0-5 years of experience
Data entry and compliance for 30 bed inpatient unit
- Function as a communications liaison for patients, visitors, and all service departments involved on unit
- Negotiated and implemented a ladder raise system hospital wide for patient clerical assistants
- Management and peer nominated to run training task force to implement new procedures for Joint Commission compliance
6-10 years of experience
Handle multifaceted clerical tasks (e.g., data entry, filing and records management) as the assistant to the Maternal Infant Health Program and Healthy Start offices. Coordinate travel arrangements, maintain database and provide financial spreadsheet for mileage reimbursement. Ensure the delivery of premium service to patients and staff. Scheduled patient appointments, maintain month end financials for department, manage and maintain patient charts.
Highlights:
- Communicate effectively with multiple departments to plan meetings and prepare data for staff meetings. Established strong relationships to gain support and effectively achieve results.
- Help coordinate meetings and daily schedules for medical staff (24 meetings per year) that contributed to consistently high enrollment levels for patients in the program.
- Provide timely, courteous and knowledgeable response to information requests; screened and transferred calls; and prepared office correspondence.
- Develop innovative spreadsheets to monitor the status of patient visits and admissions to the program.
- Handle monthly mileage reimbursement for out-patient staff consisting of eight employees. Maintain spreadsheets for statistical reports regarding transportation assistance and other incentives given by the programs.
0-5 years of experience
Performed all administrative duties in the capacity of a clerical assistant supporting the supervision and operations team
- Filed; faxed; copied; prepared documents
- Answered phones; greeted patrons
- Ordered office supplies; handled all mailings
- Scheduled meeting; managed calendars
0-5 years of experience
Managed office documentation
- Greeted and directed visitors/ customers to their destination and provided general information
- Answered multi-line telephone, routed calls, and took accurate messages
- Performed faxing, photocopying and filing duties
- Assisted supervisor with special projects
10+ years of experience
- Created and integrated procurement procedures.
- Analyzed revenue reports
- Coordinated physicians’ reports to insurance companies
- Acquired workers compensation contracts for new employers.
- Modified procedures for registering and discharging of patients.
- Supervised administrative and clerical duties.
- Implemented new employee training policies and procedures.
0-5 years of experience
Provided clerical support in areas of file maintenance and preparation/processing of educational documentation.
- Provided a high standard of customer service including receiving visitors and maintaining attendance record of all visitors.
- Ensured that a welcoming, professional environment was maintain in the office area.
- Maintain a clean orderly work environment
- Assissted in all aspects of general customer service responsibilities.
6-10 years of experience
Answered daily incoming calls on multi-line phone and responded to public inquiries in a courteous and punctual manner.
- Provided multi-departmental assistance by processing work orders which included organizing and binding of infomercial literature.
- Performed copying, mailing and filing for all company related literature and marketing presentations.
- Greeted visitors, ascertained the nature of their business, and referred them to appropriate staff members.
- Managed appointments for five managers, and responded to email and fax inquiries.
- Delivered [company name] to Screen’s infomercial packages to affiliated companies.
- In charge of lunch catering for [company name] to Screen’s companywide events, writers and producers.
- Ensured conference rooms are ready for meetings, and regularly stocked kitchen supplies.
- Coordinated shipping and handling for beauty products, CD’s, DVD’s and golfing merchandise using FedEx delivery system.
- Responsible for the opening and closing of the office during the week.
0-5 years of experience
Efficiently process and file incoming departmental mail to be distributed to the team.
- Scan confidential patient information and paperwork into database under the proper location meeting select criteria. Consistently surpassed goals established by manager. Process incoming patient information.
- Develop process improvement ideas to enhance productivity within the department.
- Generate excel reports in order to process Medicaid Applications to the County.
- Provide leadership and guidance to team members and account representatives in difficult situations.
- Train and develop new hires.
- Provide customer service to internal and external employees.
0-5 years of experience
Reviewed and processed mortgage/foreclosure files
- Utilized legal software to log and file paperwork
- Communicated with clients via email, phone, and legal software systems
- Worked closely with the attorneys to ensure all daily work was completed
6-10 years of experience
Perform clerical duties relating to the acquiring, processing, filing, and releasing of Vehicle Titles. File accepted and non-accepted Workers Compensation applications, and process Workers Compensation certificates.
- Determine whether a Vehicle Title needed to be held or released.
- File Vehicle Titles that need to be held and release and mail Titles that are clear.
- Receive new Vehicle Titles from the Bureau of Motor Vehicles.
- File Workers Compensation applications in determined approved or disapproved files.
- Prepare Workers Compensation certificates for delivery to Workers Compensation office.
0-5 years of experience
Serve as a receptionist, greet visitors courteously, answer a high volume of incoming calls, respond appropriately and route calls to the appropriate individual or department
- Responsible for enrolling students, kept up with students daily attendance/absences/discipline
- Assist the principal and assistant principal with daily student activities
- Maintain expulsion and suspension files of students manually and electronically
- Prepare and maintain a variety of reports, records, correspondence, and files related to assigned service, activities, and operations; provides for appropriate research and compiles reports, as needed
- Provide general office and clerical support for one or more work areas in the office
0-5 years of experience
Began as bartender and promoted to office assistant
- Provided exceptional service to highly respected clientele
- Maintained and enforced all club security regulations
- Assisted in banquet hall rentals, raffles, and drawings
- Completed daily shift bags and deposits
0-5 years of experience
- Prepared and updated database to determine applicant eligibility for gun permit.
- Responded to a high volume of telephone inquiries on a broad spectrum of permit related matters.
- Typed, processed, and cancelled renewal cards, permits and mailed approval letters.
- Maintained and updated filing systems as needed.
0-5 years of experience
Assisted with filing of legal documents
- Maintained documents from archived records
- Provided general clerical support
- Opened, sorted and distributed incoming mail
- Maintained inventory of supplies and prepared a list of supplies to be ordered
- Copied, distributed and filed pleadings, answers, medical records and motions
- Prepared correspondence, memos and form letters to the courts
0-5 years of experience
Department of Patient Financial Services)
- Performed cash posting reconciliations
- Generated patient registration reports from billing system for use by departments and management
- Assisted in the investigation of outside agency audit inquiries
- Entered patient account information into Medicare denial database
- Assisted staff members in various projects
0-5 years of experience
Answered and directed phone calls.
- Recorded and distributed messages.
- Maintained the filing while performing various clerical duties such as data entry, photocopying, scanning and faxing.
- Organized meetings and appointments as needed.
0-5 years of experience
Assist with basic administrative duties including filing, formatting and writing board letters/ memorandums under direction.
- Taking on group tasks such as re-organizing department library of documents/ transferring old documents to other county offices and creating new systems to inventory and organize them.
- Answering phone calls from the public, assessing the caller’s needs, and directing them to the appropriate department/ supervisor.
- Working with and proficient in Microsoft Office programs such as Word, Powerpoint, and Excel.
- Working with Adobe Acrobat X Pro to merge and edit PDFs.
0-5 years of experience
Review Broker Price Opinions to determine the insurable condition of real estate owned and pre-real estate owned properties
- Prepare and file folders/documents and perform other clerical support tasks
- Navigate various inspection web-sites to locate, print and save documents
- Assist the office and units with clerical support tasks
- Operate a personal computer, fax machine, copier/scanner, calculator, and various other office equipment
0-5 years of experience
Assisted the professional staff through computer data entry; authorized to handle confidential information when verifying employee driver’s licenses
- Trusted to pay invoices over the phone with university credit card
- Utilized computer skills, organizational skills, and professional skills reinforced through general clerical work
- Key holder for the business because of dependability
0-5 years of experience
Duties includes working as Receptionist at different locations in the Tri-county area.
- Answer phones, transfer calls to appropriate employee.
- Organize interoffice mail, send/receive faxes, and manage email account.
- Check identifications for authenticity, use electronic equipment to verify and check in/out visitors to sites.
- Use Microsoft office (word, excel, access, power point) to perform clerical functions.
- Report any unusual activity to supervisors, principals or security.
0-5 years of experience
Open, read and distributed mail; ensure it reached to the appropriate department or persons.
- Process and make decision on an average of 15,000 account payable invoices per month for a large- scale organization.
- Research and resolve billing problems that had been previously missed.
- Implement the filing system and increase the department’s efficiency by taking the initial of rearranging
0-5 years of experience
Maintain appropriate records and files, handle and routes incoming/outgoing mail as needed, duplicate, collates and distributes materials as required.
- Assist with mailings and other large scale collating projects, maintains appropriate levels of paper in the copier, printer and fax machines while also maintain an adequate supply of paper.
- Scan charts using Master track and Master Sync system.
- Work one on one with supervisor on special projects.
- Provides weekly coverage as needed, assist in tracking bi-weekly HIPAA shredding visits and ensures visits completed in a timely manner.
- Conforms to applicable HIPAA, Billing compliance and safety guidelines and perform other related duties as assigned.
0-5 years of experience
Assisted with the start-up process for the pre closing files.
- Handled confidential documents on a daily basis and in a timely manner.
- Scanning CL files and pre closing files into Carousel.
- Prepping and scanning various loan documents.
- Meets production standards.
- Assist in the Image department, mailroom, and Treasury department when needed.
- Logging in documents and locating loan numbers from the AS400 program.
0-5 years of experience
Received payments.
- Filed and maintained customer records.
- Resolved customer complaints in a professional manner.
- Scheduled, maintained and updated appointments and calendars.
0-5 years of experience
Provided customer service including receiving visitors, receiving deliveries and maintaining records of staff and visitors.
- Scheduled and confirmed appointments with customers
- Copied & faxed important files & data for supervisor or clients
- Responsible for maintaining supplies and restocking
0-5 years of experience
Answers multiple phone lines and responds to caller’s questions or directs the call to the appropriate party
- Greets visitors; responds to questions, provides information, documents, and instructions or directs visitor to appropriate party.
- Responds to requests for information via mail, phone or in-person; gathers appropriate forms and documents, searches for and copies documents from archived records and forwards to requestor.
- Maintains inventory of supplies and prepares a list of supplies to be ordered.
- Maintains records of fees collected from the public, within the area of responsibility, and balances cash receipts.
0-5 years of experience
Performs a variety of noncomplex, general clerical, typing, and/or office support duties
- Sorts, files and maintains alphabetical, numerical, and subject filing systems.
- Types forms, memoranda, and other copy material.
- Checks and compares data for accuracy and completeness.
- Gathers specified information and compiles routine reports.
- May enter data into computer system.
- Performs related job duties as required.
0-5 years of experience
Greeted clients as they approach the reception area and directed them to their requested destinations
- Answered Multi Phone line, transferred calls and voicemail to corresponding recipient
- Organized paperwork and processed applications.
- Data Entry
- Work Cameras, sets, audio, and graphics during the filming of live shows and Pre-recorded Shows
0-5 years of experience
Managed stock room in handbag department
- Merchandised different vendors
- Handled, organized and filed paper work regarding important company business
- Educated customers and other associates on different handbag designers
0-5 years of experience
Answered phones route calls, and took accurate messages
- Worked with various computer programs such as Microsoft Word and Excel
- Maintained vehicle records and completed vehicle trip tickets
- Distributed incoming mail process outgoing mail
- Assisted supervisors and directors with special projects
- Maintained an organized work environment
0-5 years of experience
Front-end reception, answering phones, and managing all walk in traffic
- General clerical duties; faxing, typing, filing and organizing information
- Excellent computer, written, and verbal skills and supporting other office staff
- Managing computer documents, working on special projects, and ability to multi-task
- Scheduling, billing, and maintaining files
- Knowledge in Medicaid/Medicare
- Experience working with Mental Health population
0-5 years of experience
Liaised with general public and staff addressing complaints and queries
- Performed clerical duties daily
- Created, drafted, and compiled spreadsheets, memos and letters
- Supervised students ensuring adherence to disciplinary policies
6-10 years of experience
- Re-stocked office stationary & staples
- Answered incoming calls and promptly redirected to staff
- Made copies of all outgoing mails and kept them in the assigned files
- Supervised housekeeping to ensure daily cleanliness in the office
0-5 years of experience
Performed clerical duties and organized files
- Planned and scheduled meetings and appointments
- Photocopied, faxed, sorted and collated a variety of documents
- Filed papers, sorted mail, mailing letters and packages
0-5 years of experience
WordPerfect
- Typing Speed: 55 wpm
- Responsible for On-the-Phone Intake of New Enrollees into the Work Search Program
- Assist Receptionist greeting the guests and directing them to their Interviewer
- Work on special projects
0-5 years of experience
Work-study position
- Provide clerical support to Registration, Advising and Career Services
- Greet up to 75 students, faculty, and guests daily
- Schedule appointments for faculty and students using Microsoft Outlook and Google Calendar
- Answer over 20 telephone calls and e-mails regarding questions and concerns
- Created 4 PowerPoints for College of Health’s prospective students
0-5 years of experience
Furnished worker areas with clerical supplies
- Opened, sorted, and distributed incoming mail
- Delivered oral or written messages
- Distributed paperwork, such as records or timecards, from one department to another
- Marked, tabulated, and filed articles and records
- Managed visitors’ log
0-5 years of experience
- Input data into the computer using Microsoft excel
- File away paper work
- Answer and return phone calls
- Type letters and reports using Microsoft powerpoint and Microsoft word
- In 2 years and 7 months I have received 2 service awards
Clerical Assistant Duties and Responsibilities
Though clerical assistants will be assigned tasks in accordance with the needs of the individual workplace, some common responsibilities emerge when evaluating job postings. Aspiring clerical assistants should be prepared to do the following:
Phone Duty Answering phones, directing calls, taking messages, and calling people on behalf of the company are all critical to keeping operations flowing.
Mail Management Besides sorting and distributing the daily mail, clerical assistants may compile mass mailings, help to send out bills, and arrange package pick-ups.
Online Management Clerical assistants may be responsible for handling general incoming emails and routing questions received from the organization’s website or social media platforms to the appropriate person.
Use Office Equipment When a copy needs to be made or a fax sent out, others in the office rely on clerical assistants to get the job done. Clerical assistants use computers daily to do things such as send email, update databases, and type correspondence drafted by office leaders.
File Putting electronic and/or physical paperwork in the correct place is essential for proper recordkeeping and easy retrieval.
Inventory Clerical assistants often are the ones who keep tabs on office supplies and order more as needed.
Follow Instructions Offices frequently have special assignments, many times carried out under the guidance of an administrative assistant. Completing these projects requires clerical assistants to listen carefully to directions, do what is asked, and pose questions if clarification is needed.
Oversee Others Clerical assistants may be charged with helping out new hires. If the office employs work-study students or temps, they may report directly to the clerical assistant.
Clerical Assistant Skills and Qualifications
Clerical assistants must be able to prioritize in order to get the most pertinent jobs done first. As master multitaskers, they manage incoming demands efficiently and gracefully. The position also necessitates possessing the following:
- Interpersonal skills – getting along with others in the office as well as being welcoming to those encountered on the phone or in person helps a clerical assistant shine
- Professionalism – as a representative of the company who interacts with the public, clerical assistants should look and act in ways that reflect well on the employer
- Independence – busy offices depend on clerical assistants to do their job well with limited supervision
- Language skills – in addition to speaking clearly and correctly on the phone, clerical assistants should have a solid grasp of grammar and be able to spot spelling mistakes
- Typing skills – both speed and accuracy are important for turning out documents
- Computer competency – thorough familiarity with Microsoft Office products is helpful, as is a willingness to master industry-specific software
- Discretion – in the course of filing or entering data, clerical assistants may encounter personal or confidential information and need to respect the privacy of others
Clerical Assistant Education and Training
Most clerical assistants possess a high school diploma or the equivalent. Some employers prefer candidates with some post-secondary education or an associate’s degree. Résumés should highlight computer competency and familiarity with basic office equipment. New hires should expect a period of on-the-job-training to become familiar with the company’s procedures.
Clerical Assistant Salary and Outlook
Payscale.com lists the national median annual salary for clerical assistants as $30,228, with a median hourly wage of $12.70. The lowest paid clerical assistants earn close to $20,000 a year (or $9.73 an hour), while the highest paid make in excess of $44,300 a year ($17.05 hourly). Depending on the workplace, benefits such as healthcare and paid time off may be available to employees who work a certain number of hours. While many offices will continue to hire clerical assistants in the years ahead, the overall need for them may decrease due to technology, such as using an automated phone system to handle calls. With the aging of the US population, the healthcare sector may be an industry with good prospects for clerical assistants.
Clerical Assistant Helpful Resources
Want to learn more about being a clerical assistant? The following can help:
American Society of Administrative Professionals – This organization with more than 60,000 members focuses much of its efforts on continuing education, so clerical assistants looking to improve their skills and advance their career might want to check out the ASAP’s webinars, articles, and career center.
Perfect Phrases for Office Professionals: Hundreds of Ready-to-Use Phrases for Getting Respect, Recognition, and Results in Today’s Workplace – Excellent communication skills are a must for any clerical assistant, and this quick-reference guide helps readers build relationships, handle complaints, get their point across, and achieve results.
International Association of Administrative Professionals – The IAAP “strives to ensure individuals working in office and administrative professions have the opportunity to connect, learn, lead, and excel,” so the group provides a variety of training opportunities, networking possibilities, and industry events.
The Receptionist Handbook – Receptionists and clerical assistants perform similar duties, and this humorous but practical book by Lisa Harmon provides guidance on issues of interest in both professions, such as how to dress, what to say, and ways to get organized.
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Clerical Assistant
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
