Want to be a clerk, what are the basic operations of a clerk?

Clerks are grass-roots employees of the company, generally engaged in document processing. There are also many companies that classify employees/clerks according to their salaries, but some companies have high requirements for clerks and give them some power. This may also be the first step into management.

Mainly divided into: administrative clerk, personnel clerk, copywriter, file clerk, sales clerk.

Administrative clerks are mainly responsible for the daily affairs of the office.

Personnel clerks are mainly responsible for personnel attendance, personnel recruitment, salary calculation, social security handling, logistics management and so on.

Copywriting is mainly about drafting documents, contracts and other documents.

File clerks are mainly responsible for managing company documents, contracts and other related materials.

Sales clerks are mainly responsible for assisting in the management, classification, sorting, filing and storage of sales contracts and other marketing documents.

operating duty

Article 1

1, reception of visitors: visitors are different, and things are different, so the clerk should treat them differently. For those who should meet, whether the other party requests to meet or make an appointment, it is necessary to directly convey the other party's intention and lead them into the reception room or inform the contacts of various departments. For those who are not suitable for meeting, after asking the relevant personnel, they will refuse the other party or report their personal opinions to the manager and accept the reply on the grounds of "absence", "meeting" and "busy work".

2. Answer the phone: When answering the phone, you must first declare "This is XX Company", and then write down the name and work unit of the other party. According to the situation of the other party, you can give a clear answer when it doesn't matter, but generally don't say whether the general manager is here or not.

3. Communication: When it is necessary to communicate, you should correctly hear the identity of the other party and the content to be communicated, and convey it accurately and quickly.

4. Receiving, sending and sending documents: First of all, it is necessary to distinguish whether the received mail or documents are directly handed over to the office director, or whether they need to be handled and sorted by the clerk, or whether they belong to private documents (the scope of these distinctions needs to be asked by the director in advance). If the director needs to handle it, it should be sent directly to the director. If there are messages, telegrams and express delivery directly related to me when the director is away, you can call me.

Article 2 the daily operation work

1. Design and arrangement of the schedule: record and sort out matters that should be handled by the director, such as meeting date, time and attendance, and conduct investigations at any time to assist the director in making the schedule. The schedule should be recorded in the monthly schedule, and the scheduled contents and changes should be recorded on it if necessary.

2. Preparation and arrangement: Some jobs need special preparation and arrangement, and these jobs usually have a certain time limit, so appropriate preparations must be made in advance.

Article 3 Arrangement of Articles

The clerk should prepare all the documents, supplies and spare parts needed by the director in advance.

1. Office: Items and spare parts that are often used at ordinary times should be put in proper places. To this end, a detailed list of items and spare parts should be designed, which should record the variety, demand in January or a week, replenishment quantity and replenishment date.

2. When the director goes out: Every day, you should pay attention to preparing a certain number of pens and pencils that the director needs when he goes out, and also consider the items that need to be included in the bag. These items that need to be prepared should be made a detailed list after asking the director, and pasted in advance to prevent omission.

3. Preparation of documents and materials: First, it is necessary to make clear which documents are important. If you don't understand. Ask in detail, so as to prepare all possible documents, and then draw a list of documents for easy use.

Article 4 Document sorting business

1. In order to ensure that the files handled or being used by the director are not lost, scattered and available at any time, it is necessary to sort out the files. The sorting work should first classify the documents according to the director's opinion, put them into fixed fittings and liners, and often sort them out during use, so as to facilitate the search for documents.

2. The key to sorting work is the determination and storage of confidential items, the selection and sorting of sorting documents and supplies, and the perfection of borrowing procedures.

3. Except confidential documents, documents used for business are divided into working documents, running current documents and processed documents. According to the application situation, it can also be divided into three types: daily necessity, common use and infrequent use.

4. After sorting, bind the documents and assign an account name to each document collection. After listening to the opinions of the co-tenants, a detailed list of documents should be made and posted on the desk of the depository or custodian for easy reference.

Article 5 the cleaning work

1. Clean the desktop: the desk calendar adjusts the date every day, the desk should be cleaned, and the daily necessities should be prepared, and the quantity should be prepared as required. Books and documents lent the day before should be put back to their original places, and damaged and polluted items should be cleaned and replaced.

2, indoor items should be placed in a fixed place.

Article 6 Agency

1. Attend celebrations, funerals, etc. Pay attention to dress, kimono, accessories and manners, and pay great attention to the language of greetings and entertainment.

2. Convey the director's opinions or orders: express the director's opinions completely and accurately, and pay attention to conciseness and quickness. Sometimes according to the situation, the other party's reply will be reported to the director.

Article 7 Accounting practice

This transaction refers to the management of several accounts directly used by managers, including the purchase and distribution of various items, the deployment and application of secondary production, and the accounting records and management of cash receipts and payments.

1. Explain the secondary production and revenue and expenditure in detail, and make a Zhang Yue report at least once a month. Under special circumstances, it is necessary to make reports at any time according to the requirements issued by the manager and deputy manager.

2. When dealing with assets, we should also pay attention to the following points:

(1) Support and income can be credited to the cash register according to the original voucher. The amount in the cash cashier's account should be consistent with the prepayment balance. The bill should have the seal of the manager and the secretary to clarify the responsibility. Summarize these receipts and show them to the manager.

(2) Daily cash expenditure should be limited to a certain amount. If there are special items, you should apply for special expenditure funds or write a check.

(3) A cheque must be written with a receipt or other voucher, and the purpose of the cheque must be written down and sealed by the manager.

(4) Assets are divided into land, buildings, securities spare parts and deposits of various furniture and sundries. Ledger and securities account books of various assets shall be established to record the contents, unit price, quantity, inventory amount and import and export amount of various assets in detail.

(5) Deposit accounts should be set up for bank deposits and postal savings, and the payee should set up accounts by name and indicate the account amount.

3, the purchase and distribution of various items should pay attention to the use of the application, whether the procedures are complete, and timely enter an item in an account, so as not to forget and delay the bookkeeping.

Article 8 Assist in the investigation

Company surveys are usually divided into two categories: appointment surveys and general surveys. The office secretary should assist the company in various investigations.

1. When conducting an investigation, the secretary should select appropriate experts and consultants to entrust or be listed as members of the investigation, keep in touch with them, and ask them to complete the investigation if necessary.

2. In the investigation of some expert matters, the secretary can also listen to the opinions of experts and parties face to face, or after investigating all aspects, summarize the opinions and investigations and report them to the manager.

Article 9 Paperwork

Paperwork includes writing letters, drafting documents, cleaning and printing documents.

1. Completion of letters: The letter types commonly used in managers' meetings can be summarized as "examples of standard communication scope" in advance, and it is more convenient to select one if necessary and use it with a little addition or deletion.

2. Cleaning and printing of documents: mainly including cleaning up drafts in the form of notes, printing with typewriters, printing directly, and compiling relevant contents in books and magazines.

Article 10 Contact business

Contact work is to convey things to the manager or deputy manager, convey the intention of the manager or deputy manager to the other party, listen to the other party's reply, and feed back the reply to the manager.

Article 11 Reception services

Hospitality refers to the ceremonial hospitality when the manager goes out, returns or has guests visiting, and assigns more clerks or handymen to complete it. Entertainment includes tour guide, storage and handling of goods, giving away refreshments, welcoming and so on.

1, serving the manager

(1) The manager should prepare the vehicle when going out.

(2) When returning to the company, you should take off your coat, hat, etc. Then put it somewhere and clean the clothes with a brush at any time.

(3) When returning to the office from the outside, hand in wet towels, ice water, coffee or soda water in summer and hot towels or coffee in winter.

(4) Adjust the air conditioner according to the air condition.

2. Serve the guests: the secretary should also serve the guests, such as entering and leaving the company to accept the service of the manager. If you need visitors to wait, you should hand in newspapers or pictorial.