Clerk I
Description:
- Records are reviewed for accuracy, traceability, and completeness.
- Performing duties related to the relevant stages of the Records Lifecycle.
- Stages involve the capture, storage, management, and maintenance of company records, including, but not limited to, records intake and inventory, data entry, indexing, enhancing records-related metadata, and workload tracking.
Responsibilities
- Follow policies and confidentiality mandates to safeguard company data and information
- Receiving and scanning physical department documentation into the records repository
- Record clerk activities, tracking, and reporting progress, as required
- Actively participate in the company’s core values and safety activities
Task and Project Tracking
- Create and/or maintain task/project tracking mechanism(s), generally comprised of Excel spreadsheets or SharePoint lists
- Assign metadata to tracked items, allowing for progress determination and metrics assessment
- Provide professional written or visual updates of task/project progress and obstacles to completion
- Records Lifecycle Management
- Records Capture/Storage/Archival
- Organize, process, and file records according to company specifications in both electronic and physical filing systems
- Index records by inputting associated metadata into both electronic and physical filing systems according to company procedures
- Collaborate with other departmental personnel for records relay to and from offsite storage
- Assign and apply nomenclature according to established Company specifications
Records Management/Usage
- Provide assistance in researching records and fulfilling record requests
- Complete record comparisons
Records Maintenance/Disposition
- Perform special records-related data scrubbing assignments, as needed
- Under guidance from enterprise personnel, adhere to records retention and disposition specifications
Skills and Qualifications
- Experience as a Records Clerk (preferred)
- 2-5 years of records clerk/filing experience
- General knowledge of the Records Lifecycle, records filing and retrieval, and retention
- Excellent organizational skills and demonstrated attention to detail
- Experience utilizing the Microsoft Suite of applications (i.e. Word, Excel, Outlook, etc.)
- Experience or skills in using general office equipment, including telephone systems, copiers, and scanning machines
- Physically able to lift up to 25 pounds
- High school diploma or equivalent
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