Document Services Clerk - Level 1

Title: Document Services Clerk
Duration: 6 Months
Location: Vancouver
Schedule:  8-4:30 M-F

Day to day tasks:

• Utilize file tracking software to initiate search, locate, and retrieve hard copy records from storage. Distribute file(s) to requestor while updating software with current location.
• Produce Management reports upon request utilizing search criteria provided by the requestor.
• Perform detailed analysis on both structured and unstructured data to determine eligibility for disposal.
• Review disposal reports against retention schedules and produce reports for Management review and approval.
• Compare disposal reports against legal hold reports and retain records, as necessary.
• Create, organize, and navigate excel spreadsheets containing an abundance of data while utilizing various formulas including Conditional Formatting, VLOOKUP etc., to review the data.
• Prepare physical files for storage following Client’s procedures. Create records in file tracking software and attach electronically to appropriate archive box in the system before sending the physical box to archive storage.
• Utilize storage vendor’s software to place orders to retrieve records from archives, run management reports, send, and return records and boxes to archives.
• Where necessary, scan documents to electronic format using established naming conventions and forward electronically to requestor. Maintain a soft copy on designated drive.
• Periodically audit, edit, and update records as necessary in file tracking software.
• Perform all tasks in a timely manner, while adhering to client policies related to sensitive and / or confidential documents and information.
• Follow communication protocols by communicating issues, concerns or weekly updates in a timely manner.
• Must assist in providing services in all service lines in addition to primary role. (Supervisor)

Software skills:

• Knowledgeable in Microsoft
• Basic computer functions

Years of experience

• A year of experience

Education

• HS/GED

 

Applicant Notices & Disclaimers

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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. The pay rate for this position is C$19.21/hr.