Business Solutions Document Support Clerical I

LegalShield; Ada (OK); Hybrid; USD 30,000 - 46,000; Full time

Job summary

LegalShield in Ada, OK is seeking a Business Solutions Document Support Clerical I to efficiently input high volumes of data and manage confidential information. The role includes processing member applications, payments, and mail with attention to detail and strong communication.

Ideal candidates will have a high school degree (Some college preferred) and 0-1+ years in customer service, with proficiency in Word, Excel, and PowerPoint.

Qualifications

• High school degree equivalent or higher is required.
• Some college is preferred but not required.
• 0-1+ years of customer service experience is common for this role.
• Excellent written and verbal communication skills required.

Responsibilities

• Input high volumes of data accurately and securely.
• Process and balance mail and cash for scanning and deposition.
• Scan, index, and file confidential information per policy.
• Handle incoming/outgoing mail and communications; communicate with internal/external contacts.
• Process member applications, cancellations, and basic changes to memberships.
• Scan, index, and file sensitive/confidential information; maintain 90-day rotation of scanned info.
• Open, route, and respond to mail and emails; perform related administrative tasks.

Skills

Data entry

Customer service

Communication

Attention to detail

Organization

Confidentiality

Multitasking

Critical thinking

Problem solving

Teamwork

Education

High school degree equivalent

Some college

Tools

Word

Excel

PowerPoint

Job description

# **Job Summary:**Under direct supervision, the Business Solutions Document Support Clerical I is responsible for inputting a high volume of data efficiently to manage large amounts of information that is often sensitive or confidential. In addition, the Business Solutions Document Support Clerical is responsible for handling large volumes of mail and cash to be scanned, balanced, and deposited.# **Responsibilities:**Scope of the Role Also responsible to file, manage and shred items in accordance with company document retention policy. The Business Solutions Document Support Clerical is responsible for performing moderately complex data entry duties and applying basic accounting principles.This role contributes to an organization independently to help support its goals and mission. The Business Solutions Document Support Clerical I focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Document Support Clerical I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.The Business Solutions Document Support Clerical I will have the ability to communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.Performance Outcomes**Data Management*** Balancing the cash report to be turned into accounting daily* Maintain the Rescan Workbasket* Maintain a 90-day rotation of scanned information in the file room* Work and maintain spreadsheets as needed**Processing*** Process new group member applications* Process cancellations, and basic changes to memberships* Process member payments* Review non processable applications**Administrative and Communication*** Scanning, Indexing, and filing of sensitive and confidential information* Retrieve information from Site Admin.* Take incoming and place outgoing calls and emails* Open and route mail to the proper destination for processing* Other duties as assigned by leadershipEducation, Knowledge, and Experience* High school degree equivalent; Some college, Preferred* 0-1+ years prior experience working in customer service* Basic knowledge of Word, Excel, and PowerPoint* Excellent written and verbal communication* Excellent listening, negotiation, and presentation abilities* Requires an ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.* An ability to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.* Requires an individual with a positive professional attitude who can work as a part of a team or individually.* Critical thinking and problem-solving skills* Proactive approach with a passion for service and an ability to thrive in a results driven environment* Requires the ability to work under pressure and quickly adapt to changeFLSA StatusThis is a non-exempt position.Physical Requirements/ Work EnvironmentThe work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.# **Additional Information:**# # **Location:**Ada# **Department:**9346 Business Solutions-Member Services# **Time Type:**Full time