Summary: Under general supervision, processes various documents for storage and retrieval; perform a wide variety of complex and confidential duties requiring analysis and attention to detail.
Essential Functions: Essential duties and responsibilities may include, but are not limited to the following:
- Assist with data mapping, and provide recommendations on workflow and data management.
- Assist departments with the development of new document categories and fields for storage; work with department Data Stewards to determine departmental record needs.
- Collect, sort, prepare and scan documents; label and enter documents into the computer system; prepare files and forward documents for recycling and/or shredding.
- Convert documents to various formats; assist in transferring data between systems.
- Provide post-scanning quality assurance to ensure batches are complete, accurate, and of high quality.
- Maintain files of official recorded documents; file and label documents for permanent storage; communicate and coordinate needs with departments.
- Ensure documents are achieved and adequately located; maintain confidentiality.
- Work on special projects, as assigned.
- Minimum of Associate’s degree in Information Technology or equivalent technical field
- Minimum of two (2) years experience in a similar role
- Working knowledge of financial and accounting terms
- Highly proficient in Microsoft Office suite of Products and Adobe
- Computer scanning software; Windows, Adobe, and email
- Corporate structures or the insurance industry
- Principles and practices of records management and retention
- Record keeping and file maintenance principles and procedures
- Filing methods and recordkeeping
- Communicating clearly and objectively both verbally and in writing
- Organizing with the ability to prioritize work and exercise independent judgment, wisdom, common sense, and initiative
- Thoroughly carrying out oral and written instructions
- Using initiative, discretion and judgment within established procedures guidelines and rules
- Defining problems; explaining technical problems; and establishing facts and drawing valid conclusions
- Understanding, interpreting and applying information from corporate documentation and internal policy documentation
- Sustaining a large document scan/workload of approximately 1200 pages per hour (approx. 4500 pages per day).
- Proper sorting, preparing, and organizing original documents; moving and re-filling of original documents and boxes
- Providing accurate indexing entry for departmental records
- Communicating workflow status and providing workflow suggestions; meeting strict deadlines
For more information, contact:
Finance, Banking & IT Group