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Researcher job description
To gather information on companies and contacts and the technology in use within the companies.
2 key methods are utilised: Extraction of information from published materials – e.g. web sites; Annual Reports; press articles Telephone conversations - each call has the objective of gaining the answer to a specific question – it may be contact-related or aimed at gathering information on the size of an organisation or to identify companies using a specific technology
Once fully competent, a Researcher will generally use both methods for parts of each day.
This is the most straightforward element of the role of Researcher and is the initial focus in terms of training.
Contacts that are on the database must be checked in detail before clients can use the information. These details then need to be verified again every 6 months. Much of this checking and verification is conducted by telephone. We may speak with Receptionists, HR Departments, Secretaries etc. in order to check some of the details as well as speaking with the contact directly. In all cases, we are simply checking or gathering information
In many instances, we do not know who fulfils a specific role within a company; it might be that we do not know who is the Human Resources Director or the IT Director – in that case, we telephone the company and ask for this information. We initially speak with Receptionists, HR Departments, Secretaries and colleagues within the relevant department in order to identify the correct person and then we speak with the contact directly. In all cases, we are simply gathering information – we are NEVER selling or marketing to these contacts or companies.
EDUCATION AND EXPERIENCE:
High school diploma or equivalent; supplemented by six (6) years progressively responsible
experience performing complex accounting and clerical support duties, to include functioning in a lead
capacity; or an equivalent combination of education, training, and experience which provides the
required knowledge, skills, and abilities to perform the essential functions of the job.
LICENSES AND CERTIFICATES:
May require the possession of or ability to obtain a State Notary Seal.
KNOWLEDGE, SKILLS AND ABILITIES
Basic accounting mathematics. Basic bookkeeping and record keeping principles and practices and
their application to accounting transactions. Practices of reviewing financial documents for
completeness and accuracy. Applicable laws, rules, and regulations controlling budgetary and fiscal
record keeping. Mathematics procedures used in fiscal calculations. Principles and practices of
auditing financial documents and records. Basic budgetary practices and terminology. Techniques
for dealing with the public, in person and over the telephone.
Overseeing the work of others. Use of a calculator and accounting machines. Making accurate
mathematical calculations. Reviewing, posting, balancing, and reconciling financial records.
Maintaining accurate financial records and preparing accurate and timely reports. Applying
knowledge to accounting transactions. Preparing complete and accurate accounting reports and
statements. Maintaining complex financial records. Assembling and organizing data. Analyzing and
resolving varied financial problems. Reviewing, posting, balancing, and reconciling financial records.
Dealing successfully with the public, in person and over the telephone.
MENTAL AND PHYSICAL ABILITIES TO:
Make complex mathematical calculations rapidly and accurately. While performing the essential
functions of this job the employee is regularly required to work in a typical office setting, use standard
office equipment, read printed materials and a computer terminal, and communicate in person or over
the telephone. Meet deadlines, define problems, collect data, establish facts, and draw valid
All information that is gathered is updated into the database using our web-based applications. A key focus of this part of the job is to identify the appropriate classifications to be included on the records so that they can be retrieved when required by clients - the classification systems must be understood and applied – this is a key part of the training we provide.
Whenever possible, we use published material for this task since it is easier and quicker and the source is reliable.
Where that is not possible, we will telephone in order to gather that information.
Training is provided in this company research process once a Researcher has shown progress in achieving competence in Contact Checking and Contact Discovery.
The information gathered includes sizing information (e.g. number of staff, number of branches, number of PCs); classification (e.g. industry sectors; what does the company specifically do); technology (does the company use a specific software or hardware product etc.)
These calls are usually made to specific contacts within these companies and the conversations and the resultant updates to the database are somewhat more involved, which is why more experience is required.
Quality is paramount
Our reputation is that we deliver the highest quality – that reputation has been hard won but can easily be lost if we don’t focus on quality at all times
Therefore, our absolute focus is at all times on quality and completeness. Attention to detail is imperative and getting it right is an obsession – if we at any time have any doubt that we have gathered the correct information, our standard is to do the research again
It is imperative that we deliver on schedule – thus, everyone is expected to be aware of deadlines and scheduled progress and everyone is expected to do their utmost to ensure that they are met
If we have promised delivery of specific information to a client by a deadline, then that deadline must be met – the client’s success (and therefore ours) depends on it