Business Solutions Document Support Clerical I

legalshieldcorp; Idaho; On-site; USD 30,000 - 42,000; Full time

Job summary

PPLSI is seeking a detail-oriented Business Solutions Document Support Clerical I to handle high-volume data entry and processing of sensitive information in a professional office setting.

You will balance mail and cash for scanning and deposits, file and shred per retention policy, and perform basic accounting tasks while maintaining strict confidentiality and meeting deadlines in a team environment.

Qualifications

• High school degree or equivalent; Some college preferred.
• 0-1+ years prior experience in customer service.
• Basic knowledge of Word, Excel, and PowerPoint.
• Excellent written and verbal communication.
• Excellent listening, negotiation, and presentation abilities.
• Ability to handle multiple deadlines with attention to detail and confidentiality.

Responsibilities

• Input a high volume of data efficiently.
• Handle large volumes of mail and cash to be scanned, balanced, and deposited.
• File, manage and shred items per retention policy.
• Perform moderately complex data entry duties and apply basic accounting principles.
• Communicate effectively with internal and external contacts.
• Meet deadlines and manage time effectively.
• Maintain confidentiality.

Skills

Customer service

Communication

Attention to detail

Problem-solving

Teamwork

Education

High school degree or 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 leadership

Education, Knowledge, and Experience

High school degree e quivalent ; 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 a n 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 individuall y .

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 change

FLSA Status

This is a non-exempt position.

Physical Requirements/ Work Environment

The 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 cabinet s .

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

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected