Scanner/Record Retention

Omni Tax Help; Vero Beach (FL); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Paid vacation

Paid sick leave

401(k) after 1 year

Paid training

Monthly bonuses

Job summary

Omni Tax Help is seeking an entry-level Scanner/Record Retention Clerk in Florida. You will sort and scan paper documents, creating accurate digital copies for record retention, while conducting quality checks on uploads.

Your role includes organizing files across local, network, and cloud storage and assisting with general clerical tasks. Training is provided and a 60-day benefits window is noted.

Qualifications

• Minimum 1 year of clerical or administrative experience involving document management or data entry.
• Experience operating scanning equipment and managing digital files.
• High school diploma or GED required.
• Strong attention to detail with minimal supervision.

Responsibilities

• Sort, classify and scan paper documents to create accurate digital copies.
• Run quality checks to ensure accurate uploads.
• Review PDFs for clarity and attach to files.
• Organize scanned documents across local, network, and cloud storage.
• Provide progress updates and communicate with supervisory staff.
• Perform clerical tasks including mailing, faxing, filing and document delivery as needed.
• Provide administrative support to managers and staff.

Skills

Communication

Detail-oriented

Multitasking

Time management

Organizational skills

Database management

Proofreading

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Outlook

Nitro PDF

Job description

The Scanner/Record Retention Clerk is an entry-level operational support role primarily responsible for sorting, classifying, and scanning paper documents to create accurate digital copies for record retention, ensuring efficient and precise document management.

• Performs adjustments to ensure high-quality scans and conducts thorough quality checks to verify the accuracy and completeness of document uploads.
• Reviews PDFs for clarity, legibility, and completeness, ensuring proper attachment to corresponding files.
• Organizes scanned documents across local, network, and cloud storage systems with precision.
• Provides regular updates on scanning progress and communicates any questions or concerns to supervisory staff.
• Executes additional clerical tasks, including scanning, photocopying, mailing, faxing, mail sorting, filing, and document delivery, as needed.
• Offers administrative support to managers, supervisors, and other staff as required.

Skills, Knowledge, And Abilities

• Proficient in Microsoft Word, Excel, Outlook, and familiar with Nitro PDF.
• Strong communication skills, demonstrating a positive and professional demeanor when interacting with diverse individuals .
• Capable of performing detail-oriented tasks with minimal supervision.
• Proven ability to work effectively under pressure and adapt to changing priorities.
• Skilled in managing multiple competing tasks with efficiency and accuracy.
• Knowledgeable in database management and standard office software applications.
• Exceptional organizational and time management skills.
• Superior proofreading abilities to ensure accuracy and quality.

Experience

• Minimum of 1 year of experience in clerical or administrative roles involving document management or data entry
• Demonstrated proficiency in operating scanning equipment and managing digital files.
• Proven ability to handle detail-oriented tasks with accuracy under minimal supervision.
• High school diploma or GED required.

Physical Requirements

• Must be able to sit for extended periods while working at a computer.
• Requires sufficient manual dexterity for typing and computer-related tasks.
• Needs adequate visual acuity to view and interpret reports and navigate computer systems
• Occasionally involves bending, reaching, climbing a step stool, and lifting.

Environmental Working Conditions

Frequent exposure to and utilization of computers.

Benefits Package

We offer a comprehensive benefits package, including medical, dental, life insurance, paid vacation, and paid sick days, starting 60 days after employment. Additionally, we provide a company-matched 401 (k) after one year of employment. We also offer paid training, monthly bonuses, and employee perk opportunities.