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O*NET detailed work activityConfer with others about financial matters
AI-assistCoordinate & message
9 jobs10 tasks
AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.
Part of Coordinate activities with clients, agencies, or organizations, under the O*NET work activity group Coordinating the Work and Activities of Others. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 10 AI-assist, 0 stays human).
Tasks built on this activity
- Confer with engineers, architects, owners, contractors, and subcontractors on changes and adjustments to cost estimates.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Confer with underwriters to resolve mortgage application problems.
- Communicate with reinsurance brokers to obtain information necessary for processing claims.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Confer with credit association and other business representatives to exchange credit information.
- Confer with officials of real estate, securities, or financial institution industries to exchange views and discuss issues or pending cases.
Tasks where it is part of the work
- Direct and participate in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants, and consultants to gather information and discuss findings.
- Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.