File Clerk Job Description
File clerk
provides support in a filing and reorganization project which entails scrubbing, archiving, and filing, utilizing excel and word to track and create data/folders.
File Clerk Duties & Responsibilities
To write an effective file clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included file clerk job description templates that you can modify and use.
Sample responsibilities for this position include:
Scanning and filing documents and records
Copying, filing, and scanning
Properly file new and returning documentation to the file in accordance with business unit’s filing procedures
Heavy filing and faxing
Filing requisitions
Prepping paperwork to uploaded into computer system /scanner
Maintain computerized filing systems, including charting of reports and miscellaneous duties relating to patient files
Perform complex filing tasks with a high degree of accuracy and speed
Assist Senior Accounting Managers & Department Heads in various projects
Schedule meetings and attend as needed for support to Senior Accounting Managers
File Clerk Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for File Clerk
List any licenses or certifications required by the position: BLS, PHR, W9
Education for File Clerk
Typically a job would require a certain level of education.
Employers hiring for the file clerk job most commonly would prefer for their future employee to have a relevant degree such as Associate and High School Degree in Education, Department of Education, General Education, Associates, Business, Technical, Medical, Legal, Science, Graduate
Skills for File Clerk
Desired skills for file clerk include:
Accounting
Filing systems
Scanner
Medical terminology
Packing requirements and government mail regulations
Excel and Outlook
Warehouse organization and systems
Excel
Filing
Healthcare and health insurance
Desired experience for file clerk includes:
Eliminate outdated or unnecessary materials by transferring them to inactive records and files
Light date entry
Potential telephone work
Faxing, typing
Handling and routing calls
Should have knowledge of legal language
File Clerk Examples
1
File Clerk Job Description
Job Description Example
Our growing company is hiring for a file clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for file clerk
- Under the general supervision of the Office Manager, the File Clerk will be responsible for the filing of all confidential medical records, X-Ray charts, and assist with other medical office tasks as needed
- Daily organization and maintenance of files and file rooms by sorting and cataloguing incoming material, detailing and indexing file contents, logging files and contents into computer indices and retrieving and re-shelving files
- Assisting in the preparation, time-date scheduling and shipping of documents to various locations within the company
- Retrieving and tracking legal documents
- Assisting Contract Administration as requested, including, without limitation, by obtaining Finance and Business Affairs approvals on payment authorizations and contracts and retrieving files from secondary storage
- AssistingLegal Clearance as requested, including, without limitation, by tracking and facilitating execution of clearance release agreements
- Performing back-up legal assistant duties such as answering phones, copying documents and preparing letters, as requested
- Assemble documents
- Accept and deliver interoffice correspondence
- Attend meetings and take and distribute minutes
Qualifications for file clerk
- Must be able to perform numeric typing (entering figures)
- General typing and computer skills to input data accurately, understanding of electronic databases and digital storage systems
- Familiarity with Word, Outlook and other e-mail systems, database management software preferred
- Schedule appointments and maintain supervisor's calendars
- Familiarity with departmental functions, policies, and practices
- Creating, scanning, uploading, and managing paper files
2
File Clerk Job Description
Job Description Example
Our growing company is hiring for a file clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for file clerk
- Ordering references and scheduling meetings for department functions
- Scanning patients charts into the system
- Answering phones and inquiries
- Overseeing RFPs
- Boxing documents for storage
- Request missing reports
- Making sure updated reports and results are in the patients file
- Runs ad hoc employee data reports by creating specific reports and spread sheets
- Files documents and correspondence
- Review and catalog archived documents
Qualifications for file clerk
- Should have knowledge of basic math, spelling, grammar, punctuation and English usage
- Should have knowledge of report, letter, format
- Answer questions about records or files
- May perform general office duties such as typing, operating office machines, and sorting mail
- Professional in working with internal/external staff
- Ability to multi-task, work under pressure and tight deadlines
3
File Clerk Job Description
Job Description Example
Our growing company is looking to fill the role of file clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for file clerk
- Files deals and maintains the files and file room
- Work with department lead
- There is minimal to no lifting required
- Pull large number of titles from storage bins
- Scan titles into or from internal system
- Deliver title packets to various departments
- Scan and kit documents
- Transfer hard copies to soft copies
- Assists with Team Play maintenance and report generation
- Works with others to coordinate special activities and events
Qualifications for file clerk
- Must have the physical ability to lift 50 lbs
- Basic clerical and typing skills
- Ability to process paper/electronic documents and operate computer keyboard
- Ability to lift, push, or pull at least 50 lbs
- Professional with internal and external customers
- Ability to adapt to change in an ever changing environment
4
File Clerk Job Description
Job Description Example
Our growing company is looking to fill the role of file clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for file clerk
- Performs front desk responsibilities for Fitness Center or Health Services
- Front desk duties-Cover receptionist during lunch from 12-1pm
- Part time hours from 9am-1pm OR from 12-4pm (open to 4-5 hours per day)
- Coverage of the Legal File Room inbox, updating of Legal File Room website, coordination of Iron Mountain shipments, and eBilling coverage
- Pulling and preparing filed documents for scanning
- Scanning the documents, saving electronic files with the correct name to the appropriate Iocation
- In addition, after scanning, the hard-copy documents will be prepared for sending offsite to records retention
- Managing certain files electronically in the company's database
- Handling sensitive information, such as social security numbers
- Putting files in the right place sso they can be retrieved later
Qualifications for file clerk
- Previous clerical/secretarial experience preferred
- Chinese language proficiency required
- Flexible in hours [ADDITIONAL during tax season {Feb-April 15}
- Ability to do repetitive motion for 8 hours
- Must be comfortable working in a warehouse type atmosphere
- Must be comfortable sitting and/or standing for long periods of time
5
File Clerk Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of file clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for file clerk
- Assisting with other information, as needed
- Classify information logically on the basis of use, content, purpose
- Shred documents
- Make sure i9's are complete and correct
- Files reports, records, etc per the request of staff, according to established guidelines and timeframes
- Retrieve, copy, and re-file patients' medical records in an accurate and timely manner to comply with requests for information
- Files within appropriate file system all dealership forms, records, reports, correspondence, or other important material
- Searches for and retrieves information contained in files as requested
- Keeps files current
- Keeps records of material removed from files
Qualifications for file clerk
- Consent to back ground and drug screen
- Entry level paralegal okay, but must have legal document experience
- Tech savvy, able to pick up new programs quickly
- Testing must be current within one (1) year
- Updating files with correct information
- Following with various personnel to update files