File Clerk

STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC; Tucson (AZ); On-site; USD 32,000 - 42,000; Full time

Job summary

Sterling Case Management & Fiduciaries of Arizona, LLC is seeking a detail-oriented File Clerk to organize and maintain client, matter, and company records both physically and electronically. You will scan, index, and securely store documents, ensuring accuracy and confidentiality across teams.

Ideal candidates have a high school diploma or GED, strong organizational skills, and proficiency with document-management systems.

Qualifications

• High school diploma or GED required.
• Strong attention to detail and accuracy.
• Excellent organization and time-management skills.
• Ability to handle confidential information with discretion.
• Experience with document-management systems preferred.
• Basic computer skills and willingness to learn new software.

Responsibilities

• 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 for completeness, legibility, and orientation.
• File incoming documents promptly and retrieve records on request.
• Review files for missing or misfiled items and correct issues.
• Copy, print, assemble, sort, and prepare documents for review.
• Maintain accurate records in Clio, SharePoint, Microsoft 365, and other systems.
• Protect confidential client, employee, legal, medical, and financial information.
• Follow procedures for access, storage, retention, and destruction.
• Report missing records or significant filing concerns to a supervisor.

Skills

Attention to detail

Organizational skills

Time management

Confidentiality

Team collaboration

Basic computer skills

Education

High school diploma or GED

Tools

Clio

SharePoint

Microsoft 365

Document management systems

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.