Description We are seeking a meticulous and organized File Clerk to join our team onsite in the Tenderloin. This role is vital in maintaining the integrity of our case files and ensuring that all documents are accurately categorized and stored. The File Clerk will work on the mezzanine floor, where numerous case files are kept, and will be responsible for organizing, logging, and, when necessary, shredding files based on our retention policy.Key Responsibilities:
Organize case files by year of closure, address, and category. Ensure all documents are easily retrievable and properly labeled.
Maintain case files that have been closed based on the settlement document within the past 5 years. For cases older than 5 years, condense and prepare them for shredding in accordance with our document retention policy.
Log case details into the Practice Master software for all files within the 5-year retention period. Ensure accuracy and completeness of the data.
Safely and securely shred files that are outside the 5-year retention period, ensuring confidentiality and compliance with legal and organizational standards.
Assist with other clerical tasks as needed, including photocopying, scanning, and answering basic inquiries regarding file management.
Requirements
Qualifications:
High school diploma or equivalent.
Previous experience in a clerical or administrative role, preferably within a legal or nonprofit setting.
Proficiency with data entry and familiarity with document management software; experience with Practice Master software is a plus.
Strong organizational skills and attention to detail.
Ability to handle confidential information with discretion.
Excellent time management skills and ability to prioritize tasks.
Strong communication skills and a team-oriented attitude.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .