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O*NET detailed work activityAdvise others on financial matters
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10 jobs13 tasks
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Part of Advise others on financial matters, under the O*NET work activity group Providing Consultation and Advice to Others. Individual tasks below can carry a different label when their own wording calls for it (1 AI-ready, 12 AI-assist, 0 stays human).
Tasks built on this activity
- Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
- Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Inform importers and exporters of steps to reduce duties and taxes.
- Advise clients on housing matters, such as housing rental, homeownership, mortgage delinquency, or foreclosure prevention.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
Tasks where it is part of the work
- Adjust reserves or provide reserve recommendations to ensure that reserve activities are consistent with corporate policies.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.