Organized Records & Filing Specialist

STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC; Tucson (AZ); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Organizational skills

Time management

Confidentiality

Team collaboration

Basic computer skills

Formation

High school diploma or GED

Outils

Clio

SharePoint

Microsoft 365

Document management systems

Description du poste

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.