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Job Description
Position Title: File Clerk
FLSA Status: Non-Exempt
Position Summary: The File Clerk provides administrative and organizational support to the Estate Planning department by maintaining client files, managing document organization, and assisting attorneys, paralegals, and staff with file retrieval and document processing. This role ensures accurate recordkeeping and efficient document management for estate planning matters including wills, trusts, probate, and related legal documents.
Essential Duties and Responsibilities:
- Scan and digitize legal documents and client files.
- Ensure all documents are properly labeled, indexed, and stored in the firm’s electronic document management system.
- Organize and maintain physical client files and records.
- Assist attorneys, paralegals, and staff with document retrieval and file distribution.
- Perform quality control checks on scanned documents to ensure accuracy and completeness.
- Ensure documents are scanned and uploaded in a timely and organized manner.
- Maintain confidentiality of all client information and records.
- Perform other administrative duties as assigned.
Knowledge, Skills and Abilities Required:
- High school diploma or GED preferred.
- Prior experience as a file scanning clerk is preferred but not required.
- Strong attention to detail.
- Excellent organizational skills.
- Ability to work independently and as part of a team.
- Ability to work efficiently in Windows-based computer applications.
- Ability to handle confidential information with discretion.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential duties, responsibilities or requirements.
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