Updated: Aug 11, 2024 - The Clerical Assistant is tasked with managing switchboard operations, including handling calls, dispatching, and logging events, as well as addressing customer complaints and disseminating information. This responsibility also encompasses maintaining the department's general email, processing emergency road closures, and distributing mail, along with handling the ordering and inventory of office supplies. Additionally, the role involves financial duties such as preparing purchase orders and processing payments, providing assistance with underground infrastructure requests, and ensuring efficient customer service through a team-oriented approach.


Tips for Clerical Assistant Skills and Responsibilities on a Resume
1. Clerical Assistant, Henderson Legal Services, Springfield, IL
Job Summary:
- Answer the phone and direct call or take a message.
- Temp may be able to assist with calls depending on request.
- Upload search documents to appropriate files, and notify staff.
- Forward the e-mail to the appropriate staff depending on the request
- Respond or assist depending on the request
- Take responsibility for executing the closing packages
- Put documents in order (we have a list and will train)
- Print out additional documents if necessary
- Scan closing package and upload to file
- Get the package ready to be returned to the lender
Skills on Resume:
- Telephone Etiquette and Call Handling (Hard Skills)
- Document Management (Hard Skills)
- Email Management (Hard Skills)
- Customer Service (Soft Skills)
- Organizational Skills (Hard Skills)
- Printing and Scanning (Hard Skills)
- File Management (Hard Skills)
- Preparation for Shipping (Hard Skills)
2. Clerical Assistant, River Tech Solutions, Carson City, NV
Job Summary:
- Determine if the customer is filing proper documentation, paying appropriate fees, and advise as to proper filing requirements and/or service per state statutes
- Answer juror-specific inquiries using Consolidated Court Automation Programs (CCAP) and OnBase systems, answer general court inquiries
- Process certification, exemplification, and copy/search requests
- Take responsibility for processing juror requests
- Process jurors and provide official court forms to the courts
- Process filings for court cases, assign and return jurors appropriately, and set up jury panels for trials.
- Maintain juror records, make entries of court events, activities, and other information into the Consolidated Court Automation Program (CCAP)
- Review and process documents, link scanned documents to enter into court records, and contact the courts.
- Working with a diverse cultural background, and assisting jurors with unique and different circumstances.
- Assess statutory guidelines, appropriately schedule and enter into the electronic record dates for all matters
Skills on Resume:
- Legal Compliance Knowledge (Hard Skills)
- Customer Service (Soft Skills)
- Document Processing (Hard Skills)
- Record Keeping (Hard Skills)
- Court Procedures (Hard Skills)
- Attention to Detail (Soft Skills)
- Cultural Sensitivity (Soft Skills)
- Electronic Record Management (Hard Skills)
3. Clerical Assistant, Greenfield Health Systems, Columbus, OH
Job Summary:
- Check-in jurors for jury service and assistance.
- Prepare FedEx labels and send out packages and/or send out checks via mail
- Open new orders in RQ (this will be limited and short-term)
- Order search, and monitor receipt of the search
- Compile, verify, and print daily calendars, file, pull and return court files.
- Collect loose documents and organize them for scanning into Consolidated Court Automation Programs (CCAP)
- Review scanned images before saving them to ensure a legible, high-quality scan
- Ensure documents being scanned are correctly matched to the documents entered into Consolidated Court Automation Programs (CCAP) on the court records and juror records.
- Review court/juror entries and enter case disposition in Consolidated Court Automation Programs (CCAP), and generate required court documents, review and distribute.
Skills on Resume:
- Administrative Skills (Hard Skills)
- Data Entry and Record Keeping (Hard Skills)
- File Management (Hard Skills)
- Document Organization and Preparation (Hard Skills)
- Attention to Detail (Soft Skills)
- Legal Documentation Knowledge (Hard Skills)
- Quality Assurance (Hard Skills)
- Communication Skills (Soft Skills)
4. Clerical Assistant, Summit Community Bank, Richmond, VA
Job Summary:
- Prepares high-quality reports, and other documents using Microsoft Office including Word and Excel
- Answers telephone calls, takes messages, responds to questions
- Maintains, updates or creates databases, compiles and files correspondences, records, documents and reports according to an established system
- Use QuickBooks bookkeeping software, spreadsheets, and databases
- Processing customer's and suppliers orders
- Oversees the account payable and account receivable workflow
- Provide support to the parent company's spare parts department, sales department, and events department
- Interact with other departments of the parent company
- Provide information to recruitment and admissions staff regarding applicant files and documents
Skills on Resume:
- Proficient in Microsoft Office (Hard Skills)
- Telephone and Communication Skills (Soft Skills)
- Database Management (Hard Skills)
- QuickBooks and Spreadsheet Proficiency (Hard Skills)
- Order Processing (Hard Skills)
- Accounts Payable and Receivable Management (Hard Skills)
- Support to Various Departments (Soft Skills)
- Interdepartmental Collaboration (Soft Skills)
5. Clerical Assistant, Oakwood Educational Services, Fargo, ND
Job Summary:
- Performs confidential and administrative assignments for the team.
- Makes independent decisions regarding planning, organizing and scheduling of the incumbent's work.
- Could be asked to complete basic report balancing, updating Excel documents, or copying of documents.
- Assist in responding to written inquiries.
- Sends outgoing mail using appropriate mail service.
- Maintains and sorts all file correspondence and other documents in a filing system.
- Operates computer software packages, fax machines and photocopiers to complete assignments.
- Updates manuals, team learnings portfolio, reports and spreadsheets.
- Arrange meetings and schedule appointments.
- Take notes during meetings and produce minutes.
Skills on Resume:
- Organizational Skills (Hard Skills)
- Administrative Support (Hard Skills)
- Data Management (Hard Skills)
- Communication Skills (Hard Skills)
- Office Equipment Proficiency (Hard Skills)
- Report Management (Hard Skills)
- Meeting Coordination (Hard Skills)
- Mail Handling (Hard Skills)
6. Clerical Assistant, Pinecrest Insurance, Boise, ID
Job Summary:
- Enter data into QuickBooks daily, customer invoices, sales rep inventory
- Prepare invoices for incoming and outgoing shipping.
- Draft correspondences and other formal documents
- Answer inbound telephone calls
- Perform all other office tasks
- Make copies and track office supplies
- Track daily call-in sheet for sales reps daily
- Track freight incoming and outgoing on Excel report daily
- Keep office desk area organized and clean
- Answer and direct calls accordingly w/ multiphone lines
Skills on Resume:
- Data Entry (Hard Skills)
- Invoicing and Billing (Hard Skills)
- Office Administration (Hard Skills)
- Customer Service (Hard Skills)
- Document Management (Hard Skills)
- Inventory Management (Hard Skills)
- Excel Proficiency (Hard Skills)
- Organizational Skills (Soft Skills)
7. Clerical Assistant, Horizon Property Management, Mobile, AL
Job Summary:
- Provide feedback to caller's inquiries concerning college-related activities
- Answer telephone calls and route the calls accordingly
- Receive and relay messages
- Maintain routine telephone records, make copies
- Assist callers and campus visitors by providing information and directions
- Complete other assignments as directed by supervision
- File materials in appropriate file areas, and copy documents
- Operate standard office equipment, including a personal computer.
- Take responsibility for assembling member packets.
- Greet visitors and provide general information.
Skills on Resume:
- Customer Service (Soft Skills)
- Telephone Etiquette (Hard Skills)
- Message Handling (Hard Skills)
- Record Keeping (Hard Skills)
- Information Assistance (Soft Skills)
- Administrative Support (Hard Skills)
- Office Equipment Operation (Hard Skills)
- Customer Interaction (Soft Skills)
8. Clerical Assistant, Cascade Environmental Consulting, Salem, OR
Job Summary:
- Assist with ordering supplies.
- Assist in the coordination of meetings.
- Assist with Home Health Education program preparation and coordination.
- Communicate education events to the employees.
- Post events online in the Home Health Calendar.
- Prepare attendance sheet and photocopy handouts.
- Ensure properly functioning audiovisual equipment.
- Maintain records of staff attendance of education programs.
- Take responsibility for performing data entry.
- Provides clerical assistance to the Home Health clinical staff and the Home Health team preserving the confidential nature of items of which he/she knows.
- Assists with running reports, and ordering supplies.
- Greet persons entering the office.
- Directs persons to the correct destination.
- Takes and relays messages.
- Maintains a safe and clean reception area.
- Monitors visitor access and maintains security awareness.
Skills on Resume:
- Ordering Supplies (Hard Skills)
- Coordination of Meetings (Hard Skills)
- Event Coordination (Hard Skills)
- Communication Skills (Soft Skills)
- Administrative Support (Hard Skills)
- Audiovisual Equipment Maintenance (Hard Skills)
- Customer Service Skills (Soft Skills)
- Security Awareness (Hard Skills)
9. Clerical Assistant, Liberty Real Estate Advisors, Tallahassee, FL
Job Summary:
- Send samples out, and enter manufacturing metrics
- Scan and save bulk and FG CoA
- Send completed CoA to customer service representatives
- Attached completed CoA to batch cards
- Take responsibility for filing paperwork
- Assist in stability and compatibility
- Prepares new batch card folder
- Stage stability samples by the Stability Technician
- Assist in lab cleanliness
Skills on Resume:
- Document Management (Hard Skills)
- Quality Assurance (Hard Skills)
- Customer Service Support (Hard Skills)
- Administrative Skills (Hard Skills)
- Record Keeping (Hard Skills)
- Quality Control Assistance (Hard Skills)
- Organizational Skills (Soft Skills)
- Lab Support (Hard Skills)
10. Clerical Assistant, Quantum Financial Planning, Topeka, KS
Job Summary:
- Sorts incoming source documents daily to facilitate and/or perform accurate and efficient data entry for payment applications and other adjustments
- Collects payments and issues cash disbursements following UHN policies and records transactions accurately in Healthcare Revenue Cycle Management (HRCM) system
- Maintains accurate records and safeguarding of funds at cash office location (includes daily reconciliation and cash office close procedures), accepting coinage orders, preparing deposits for pick up by armored vehicle services
- Performs customer service-related responsibilities including internal and external communication activities (for example, follow-up on outstanding invoices)
- Assists in obtaining payment approval forms for preferred accommodations at the TR-UC site
- Provides backup coverage for census reporting
- Performs cross-functional duties, as assigned or requested consistent with job classification
Skills on Resume:
- Data Entry Accuracy (Hard Skills)
- Financial Transaction Management (Hard Skills)
- Cash Handling and Reconciliation (Hard Skills)
- Customer Service (Soft Skills)
- Administrative Support (Hard Skills)
- Attention to Detail (Soft Skills)
- Cross-functional Collaboration (Soft Skills)
- Compliance and Policy Adherence (Hard Skills)
11. Clerical Assistant, Cedarwood Veterinary Clinic, Helena, MT
Job Summary:
- Undertake any of the following tasks which may be delegated to Clerical Assistants.
- Provide clerical support under the supervision of the Admin Assistant in the operational aspect of establishment/office activities and issues, such as photocopying and producing professional office documents including letters, memos, notices, spreadsheets, minutes, etc.
- Provide an efficient clerical/banking service in respect of trips, uniforms, etc.
- Record and maintain accurate records of outgoing mail daily
- Assist in the maintenance of efficient office systems to enable prompt retrieval of data and completion of returns
- Assist in the operational aspects of the recruitment and selection process about the Council’s guidelines, as directed by the Admin Co-ordinator.
- Ensure that staff supply cover is arranged by assisting in the processing of requests through the supply messaging system.
- Efficient completion of appropriate ITrent payroll forms about the school’s establishment, and return to the Headquarters Employee Resources team.
Skills on Resume:
- Clerical Support Skills (Hard Skills)
- Record Keeping (Hard Skills)
- Office Systems Management (Hard Skills)
- Recruitment Support (Hard Skills)
- Supply Chain Coordination (Hard Skills)
- Payroll Administration (Hard Skills)
- Communication Skills (Soft Skills)
- Organizational Skills (Soft Skills)
12. Clerical Assistant, Maple Grove Community Center, Dover, DE
Job Summary:
- Ensure a high standard of prospective student service and an efficient application process, including receiving, processing, reviewing and making admission decisions on domestic and international undergraduate applications
- Organize and synthesize a high volume of information from multiple sources, including transcripts (through mail, email and electronic download), correspondence, and examination/test results
- Interpret and enter application data into the Student Information System and CRM RECRUIT
- Generate and edit appropriate letters and e-mails to applicants concerning the status of their application
- Process incoming documents relating to applicant files
- Enter transfer credit onto the Student Information System if required
- Provide information on applicant files to potential applicants and university personnel
- Liaise with university stakeholders to ensure a smooth transition of students into the university
- Liaise with high schools, universities, colleges and outside testing agencies to verify the authenticity of post-secondary credentials and examination scores
- Assist with training new staff
Skills on Resume:
- Admissions Process Management (Hard Skills)
- Information Management (Hard Skills)
- Data Entry and Management (Hard Skills)
- Communication Skills (Soft Skills)
- Document Management (Hard Skills)
- Transfer Credit Evaluation (Hard Skills)
- Customer Service Orientation (Soft Skills)
- Stakeholder Liaison (Soft Skills)
13. Clerical Assistant, Blue Ridge Manufacturing, Cheyenne, WY
Job Summary:
- Perform switchboard operation, including answering and directing calls, radio communications (dispatching) and all event/call logging which may include customer complaint resolution and information dissemination.
- Responsible for the Department's general email box, which will include logging requests for service and/or responding to program and service inquiries.
- Perform duties associated with processing and communication of emergency road closures.
- Take responsibility for distributing department mail.
- Responsible for the ordering and inventory of office supplies for the Department.
- Responsible for the reimbursements and maintenance of petty cash for the Department.
- Provide assistance with the processing of departmental requests for underground infrastructure locates, review/filing/destruction of CVOR logs and provide backup coverage to the Records Clerk position.
- Assist with the processing of financial tasks including preparation of purchase orders, cheque requisitions, deposits, cost adjustments/journal entries and VISA processing.
- Provide monthly statistical reports associated with job functions.
- Ensure a focus on quality customer service using a team approach.
Skills on Resume:
- Switchboard Operation (Hard Skills)
- Radio Communications (Hard Skills)
- Customer Service (Soft Skills)
- Administrative Support (Hard Skills)
- Organizational Skills (Hard Skills)
- Records Management (Hard Skills)
- Financial Administration (Hard Skills)
- Reporting and Documentation (Hard Skills)