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Clerical specialist skills for your resume and career

Updated January 8, 2025
5 min read
Clerical specialist example skills
Below we've compiled a list of the most critical clerical specialist skills. We ranked the top skills for clerical specialists based on the percentage of resumes they appeared on. For example, 25.9% of clerical specialist resumes contained patients as a skill. Continue reading to find out what skills a clerical specialist needs to be successful in the workplace.

15 clerical specialist skills for your resume and career

1. Patients

Here's how clerical specialists use patients:
  • Scheduled and instructed patients for Out-patient procedures.
  • Coordinated insurance billing for patients.

2. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how clerical specialists use data entry:
  • Assist customers with purchase of traffic/criminal records* Customer service* Data entry traffic tickets
  • Assisted executive assistant by performing time sensitive alpha-numeric data entry.

3. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how clerical specialists use customer service:
  • Provide administrative support and customer service, calendar management and special projects for the Assistant State Conservationist of Management and Strategy.
  • Handled all back-office management functions including cross-training personnel, customer service training and delegated suggestions and duties to co-workers.

4. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how clerical specialists use payroll:
  • Maintained computerized individual faculty payroll, title and employment data.
  • Entered and maintained departmental reports including travel vouchers and payroll.

5. Clerical Support

Clerical support performs activities that must be done in every workplace in order to support the company going forward. These duties, which come within the category of clerical support, are typically delegated to entry-level employees since they are simple and easy to learn. Even though clerical duties like printing and filing are easy, they require time and in many instances, other workers are preoccupied with other activities and unable to keep up with all that needs to be accomplished. As a result, many businesses employ clerical support staff who are solely responsible for these duties.

Here's how clerical specialists use clerical support:
  • Provided clerical support necessary to produce technical reports, letters and memorandums for the Economic/Demographic Research Section of the Planning Commission.
  • Provide clerical support as directed by upper level administrative and management.

6. HIPAA

Here's how clerical specialists use hipaa:
  • Ensured confidentiality of all medical records information and completes forms for release of information in compliance with HIPAA regulations.
  • Protected the security of medical records to ensure HIPAA confidentiality.

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7. Clerical Tasks

Clerical tasks are general office maintenance duties such as answering phone calls, filing and sorting documents, handling deliveries, data entry, and other administrative or office support tasks. Modern clerical roles require basic computer skills and good communication skills.

Here's how clerical specialists use clerical tasks:
  • Performed a wide range of complex and confidential administrative and clerical tasks to support department/medical unit.
  • Recovered 60+ hours monthly by optimizing clerical tasks and customer or supplier support.

8. Patient Appointments

Here's how clerical specialists use patient appointments:
  • Worked with Outpatient Clinic Coordinator scheduling all patient appointments with physicians as well as all testing procedures utilizing departmental scheduling programs.
  • Scheduled patient appointments and requested referrals from physicians offices.

9. Front Desk

Here's how clerical specialists use front desk:
  • Worked at the front desk for an imaging company located in Holy Family Hospital in Spokane, WA.
  • Assisted front desk as needed with direct contact of clients/foster parents coming into agency for services as needed.

10. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how clerical specialists use scheduling appointments:
  • Assist members in scheduling appointments with their primary care physicians.
  • Assisted office manager in organizing patient records and scheduling appointments.

11. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how clerical specialists use telephone calls:
  • Greet visitors office, answer heavy volume of telephone calls, provide accurate information to caller and dispatch on radio.
  • Handled telephone calls both English and Spanish, as well as translating conversations by phone and in person.

12. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how clerical specialists use financial statements:
  • Prepared invoices and financial statements, maintained attendance records (students and Staff) Administered First Aide Typed Bus Route assignments.
  • Prepare financial statements and subsistence stock records.

13. Computer System

Here's how clerical specialists use computer system:
  • Enter employment applications into computer systems.
  • Utilize online computer system to enter and retrieve information, print reports; update files/records via computer.

14. Office Equipment

Here's how clerical specialists use office equipment:
  • Assisted faculty in logging into Banner and operating office equipment.
  • Performed all general office duties and manipulated all office equipment.

15. Fax Machines

Here's how clerical specialists use fax machines:
  • Maintained printers & fax machines, and database of computer hardware, and troubleshot minor in-house IT problems.
  • Monitored and maintained fax machines/copier, office printer; distributes printed material appropriately.
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List of clerical specialist skills to add to your resume

Clerical specialist skills

The most important skills for a clerical specialist resume and required skills for a clerical specialist to have include:

  • Patients
  • Data Entry
  • Customer Service
  • Payroll
  • Clerical Support
  • HIPAA
  • Clerical Tasks
  • Patient Appointments
  • Front Desk
  • Scheduling Appointments
  • Telephone Calls
  • Financial Statements
  • Computer System
  • Office Equipment
  • Fax Machines
  • EMR
  • Clerical Functions
  • Patient Registration
  • Office Machines
  • Insurance Verification
  • Word Processing
  • Subpoenas
  • Direct Calls
  • Patient Charts
  • Background Checks
  • Hippa
  • Departmental Policies
  • PowerPoint
  • Multi-Line Phone System
  • Child Support
  • Financial Aid
  • Input Data
  • HR
  • Expense Reports
  • Copy Machines
  • Statistical Reports
  • Transferring Calls
  • Birth Certificates
  • Travel Arrangements
  • Medical Charts
  • Telephone Inquiries
  • Court Dates
  • Customer Accounts
  • Death Certificates
  • Bank Deposits
  • Customer Inquiries
  • Court Proceedings

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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