Business Solutions Document Support Clerical I
PPLSI See More Job Openings by This Employer
- Full Time
- Ada
Scope of the Role
Also responsible to file, manage and shred items in accordance with company document retention policy. The Business Solutions Document Support Clerical is responsible for performing moderately complex data entry duties and applying basic accounting principles.
This role contributes to an organization independently to help support its goals and mission. The Business Solutions Document Support Clerical I focuses on specific tasks or facets of the company as assigned by their direct leader. The Business Solutions Document Support Clerical I is responsible for completing tactile tasks and completing assigned work duties that help drive the success of the organization.
The Business Solutions Document Support Clerical I will have the ability to communicate effectively, collaborate with internal and external contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.
Performance Outcomes
Data Management
Balancing the cash report to be turned into accounting daily
Maintain the Rescan Workbasket
Maintain a 90-day rotation of scanned information in the file room
Work and maintain spreadsheets as needed
Processing
Process new group member applications
Process cancellations, and basic changes to memberships
Process member payments
Review non processable applications
Administrative and Communication
Scanning, Indexing, and filing of sensitive and confidential information
Retrieve information from Site Admin.
Take incoming and place outgoing calls and emails
Open and route mail to the proper destination for processing
Other duties as assigned by leadership
Education, Knowledge, and Experience
High school degree equivalent; Some college, Preferred
0-1+ years prior experience working in customer service
Basic knowledge of Word, Excel, and PowerPoint
Excellent written and verbal communication
Excellent listening, negotiation, and presentation abilities
Requires an ability to handle multiple deadlines, provide a detailed-oriented, and analytical approach to daily duties and relationship building with a high degree of confidentiality.
An ability to handle multiple deadlines, while working independently and maintaining a high degree of attention to detail, organization, accuracy, and sense of urgency.
Requires an individual with a positive professional attitude who can work as a part of a team or individually.
Critical thinking and problem-solving skills
Proactive approach with a passion for service and an ability to thrive in a results driven environment
Requires the ability to work under pressure and quickly adapt to change
FLSA Status
This is a non-exempt position.
Physical Requirements/ Work Environment
The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not for this position.
Commitment to Equal Opportunity
PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.
If you require a reasonable accommodation to complete the application process, please contact Human Resources at: humanresources@legalshieldcorp.com.
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