Clerical Assistant Job Description
Clerical Assistant Duties & Responsibilities
To write an effective clerical assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included clerical assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Clerical Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Clerical Assistant
List any licenses or certifications required by the position: BLS, CPR, AAMA, AMT, CNA, AHA
Education for Clerical Assistant
Typically a job would require a certain level of education.
Employers hiring for the clerical assistant job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Education, Writing, Associates, Technical, The College, Business, Graduate, Business School, Communication, English
Skills for Clerical Assistant
Desired skills for clerical assistant include:
Desired experience for clerical assistant includes:
Clerical Assistant Examples
Clerical Assistant Job Description
- Gather all purchase order information for the past 6 months and enter into agency's e-Procurement system (COUPSA)
- Gather all paid invoices for the past 6 months and process payment using the agency's e-Procurement system (COUPA)
- Verify product/service receipts and enter in COUPA
- Gather all agency contract documentation for the past 7 Years
- Record each contract into to the COUPA contract database
- Scan contracts and save PDF copies to the assigned network folder and to the corresponding Coupa contract record
- Save physical documents to designated file cabinets
- Log in, process and ship repairs
- File invoices and repairs waiting for payment
- Organize repairs by product category for service
- Close shipping stations daily and deliver packages to the Warehouse for courier pick-up
- Ensure products are shipped to customers in a timely manner
- Collect payments in the form of checks and provide them to the Accounting Department
- Make sure estimates are sent to customers daily
- Cover reception desk, as needed
- Preparing correspondences
Clerical Assistant Job Description
- Organize and maintain filing system (electronic and paper files) as needed to support office functions
- Onboarding paperwork of new and transferred employees
- Performs other tasks and duties required for this position
- Ensures that provider records are of the highest quality for proper payment and benefit processing
- Reconciles discrepancy error reports, and checks workflow error queues daily
- Performs a wide range of administrative duties related to the quality control and quality assurance of documents
- Assist with bankcard disputes for debit cards, credit cards, and ACH transfers
- Review, manage, and deliver mail
- Prepare written communications such as letters, memos, e-mail
- Review, tabulate and enter data into a variety of systems
- Boston Salads requires pre-employment and random drug/alcohol testing
- Job requires sitting for hours at a time, keying data for hours at a time
- Billing/collections experience preferred
- Proactive, highly organized & detail-oriented
- Self-starter, motivated and eager to grow within the company and to learn to take on additional responsibilities
- High School diploma and a minimum of (1) year in an office environment required
Clerical Assistant Job Description
- Promote the concept of working together as a team to build continual improvement with the Company and departments
- If assigned receiving and/or warehouse duties, maintain area(s) in a well-organized manner, including keeping area(s) clean
- May type credit memos, issue purchase orders and maintain logs
- Perform dispatching duties as needed
- Perform admin duties as needed
- Performs basic clerical tasks
- Perform clerical functions, as necessary, such as assisting with tracking of consignment, assisting walk-in customers, shipping/receiving, handling phone calls for supervisor
- Print out and mail invoices
- Assist with 3rd party billing
- Schedule PM's
- Experience with Medical Billing and Insurance terms, while not necessary, strongly preferred
- Rrevious customer service experience highly preferred
- Currently in pursuit of Bachelor’s degree
- Require computer and data entry skills
- Prepare quotes for repairs
- Process Credit Card Payments- Process credit card payments for technicians by phone
Clerical Assistant Job Description
- Maintain Cash Payment Log
- Other Duties as required to perform job functions
- Organise and service meetings
- Composes letters/memorandums
- Establish filing systems
- Transcribe dictated documents
- General clerical duties including typing, filing, answering phones, photocopying, and faxing
- May distribute mail and prepare mailings
- Pick up and deliver items from various departments, as necessary
- Greet and properly direct students and staff
- Required to sit for prolonged periods of time
- Extensive periods of time on phone
- Current BLS certification for a Healthcare Provider
- Knowledge of how to work a scanner/copier/fax
- Occasionally push/pulling up to 50 pounds
- Occasionally carrying up to 25 pounds
Clerical Assistant Job Description
- Correct and build departmental records
- Assist full-time staff in implementing programs
- May train and schedule part-time staff
- Perform any and all advance clerical or secretarial functions which require greater judgement and initiative in non-routine situations
- Performs any other miscellaneous duties as required by Supervisory personnel in the department to which assigned, including bill keeping and entering functions, customer contacts either in person or by telephone
- Enters paperwork and performance evaluations into an electronic system
- Handles data entry, filing, and other special projects as assigned
- Files and organizes performance evaluations and other files after completing data transfer task
- Responsible for the maintenance and organization of personnel files
- Receive and route incoming and outgoing internal and external mail
- A minimum of 1 years of clerical experience in the desired work setting
- Parasitology laboratory experience and teaching assistant experience is preferred (but not required)
- Completed Form IV (subjects studied should include Chinese Language, English Language and Mathematics), or equivalent
- High school diploma or general education degree (GED) plus one-three months clerical experience
- Associate's degree/certificate (preferred)
- One to two years Medical Records