File Clerk Job at STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC, Tucson, AZ

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  • STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC
  • Tucson, AZ

Job Description

About the Role We are looking for a File Clerk to keep our physical and electronic records organized and up to date. You will scan, file, retrieve, and securely maintain documents for Sterling Case Management & Fiduciaries of Arizona and Esteemed Life Solutions. This position works with team members across the organization and is a good fit for someone who takes pride in accuracy, confidentiality, and completing work on time. What You Will Do Organize and maintain physical and electronic client, matter, and company files. Scan, upload, name, and save documents in the correct electronic location. Check scanned documents to make sure they are complete, legible, and properly oriented. File incoming documents promptly and retrieve records when requested by staff. Review files for missing, duplicate, misplaced, or incorrectly filed documents and correct routine issues. Copy, print, assemble, sort, and prepare documents for staff review. Maintain accurate records in Clio, SharePoint, Microsoft 365, and other company systems. Protect confidential client, employee, legal, medical, financial, and company information. Follow company procedures for document access, storage, retention, and destruction. Report missing records or significant filing concerns to the appropriate supervisor. What We Are Looking For: High school diploma or GED. Strong attention to detail and commitment to accuracy. Good organization, time-management, and follow-through skills. Ability to manage routine assignments and changing priorities with limited supervision. Ability to handle confidential information with discretion and care. Basic computer skills and comfort learning document-management systems. Ability to work cooperatively with team members across departments. Preferred, but Not Required Previous filing, clerical, records-management, or administrative experience. Experience in a legal, fiduciary, healthcare, financial, or professional office. Experience using Microsoft 365, Clio, SharePoint, scanners, or similar systems. #J-18808-Ljbffr STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC

Job Tags

Work at office

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