Organise business documents

Put together documents coming from the photocopier, the mail, or the daily operations of businesses.

collate business documents
collect and sort business documents
organising business documents

skill/competence

cross-sector

Organise business documents is an essential skill of the following occupations:

Administrative assistant: Administrative assistants perform administrative and office support for supervisors. They perform a variety of tasks, such as answering telephone calls, receiving and directing visitors, ordering office supplies, maintaining the office facilities running smoothly, and ensuring that equipment and appliances work properly.
Marketing assistant: Marketing assistants support all the efforts and operations carried out by marketing managers and officers. They prepare reports in relation to the marketing operations needed by other departments, especially account and financial divisions. They ensure that resources needed by the managers to perform their job are in place.
 
Secretary:
Secretaries perform a variety of administrative tasks to help keep an organisation run smoothly. They answer telephone calls, draft and send e-mails, maintain diaries, arrange appointments, take messages, file documents, organise and service meetings, and manage databases.
Office clerk: Office clerks are responsible for performing clerical and administrative duties in an office setting and support of business operations within a department. They assist all the administrative staff, secretaries, and assistants by sorting mail, filing forms and documents, answering phones, greeting clients, scheduling meetings, and serving drinks.
Regulatory affairs manager: Regulatory affairs managers are in charge of regulatory and legal affairs in several sectors such as the healthcare, energy and banking industries. They oversee the development of products and services from inception to market release by making sure everything complies with the local legislation and meets regulatory requirements. They have experience in the different phases of regulatory processes and act as an interface between business and government legislation or regulatory boards.
File clerk: File clerks are in charge of maintaining records of a company and managing forms and information. They organise and retrieve documents when necessary and ensure an efficient working system.
Billing clerk: Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly customer statements, update customer files, process credit memos, enter and submit invoices, etc.
Property assistant: Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise them, they schedule appointments and organise property viewings, they prepare contracts and assist in property valuation.
Supply chain assistant: Supply chain assistants work closely together with managers in the operations processes, namely purchasing, manufacturing, and distribution processes. They help with administrative and pragmatic follow up of actions such as invoicing, drafting and preparation of contracts and purchasing orders, reconciliation of inventory against documents, and communication with distribution channels.
Investment clerk: Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company.

Organise business documents is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Policy manager: Policy managers are responsible for managing the development of policy programs and ensuring that the strategic objectives of the organization are met. They oversee the production of policy positions, as well as the organization’s campaign and advocacy work in fields such as environmental, ethics, quality, transparency, and sustainability.
Bookkeeper: Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.
Foreign language correspondence clerk: Foreign language correspondence clerks read and reply to a company’s correspondence in foreign languages. They also perform clerical duties.
Parliamentary assistant: Parliamentary assistants provide support to officials and politicians of regional, national and international parliaments and undertake logistical tasks. They revise official documents and follow procedures set by the respective parliaments. They support on the communication with stakeholders and provide the logistical support required in handling official processes.

References

1. Organise business documents – ESCO