File Clerk

STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC

File Clerk

Tucson, AZ
Full Time
Paid
  • Responsibilities

    About the Role

    We are looking for a File Clerk to keep our physical and electronic records organized and up to date. You will scan, file, retrieve, and securely maintain documents for Sterling Case Management & Fiduciaries of Arizona and Esteemed Life Solutions. This position works with team members across the organization and is a good fit for someone who takes pride in accuracy, confidentiality, and completing work on time.

    What You Will Do

    • Organize and maintain physical and electronic client, matter, and company files.

    • Scan, upload, name, and save documents in the correct electronic location.

    • Check scanned documents to make sure they are complete, legible, and properly oriented.

    • File incoming documents promptly and retrieve records when requested by staff.

    • Review files for missing, duplicate, misplaced, or incorrectly filed documents and correct routine issues.

    • Copy, print, assemble, sort, and prepare documents for staff review.

    • Maintain accurate records in Clio, SharePoint, Microsoft 365, and other company systems.

    • Protect confidential client, employee, legal, medical, financial, and company information.

    • Follow company procedures for document access, storage, retention, and destruction.

    • Report missing records or significant filing concerns to the appropriate supervisor.

    What We Are Looking For:

    • High school diploma or GED.

    • Strong attention to detail and commitment to accuracy.

    • Good organization, time-management, and follow-through skills.

    • Ability to manage routine assignments and changing priorities with limited supervision.

    • Ability to handle confidential information with discretion and care.

    • Basic computer skills and comfort learning document-management systems.

    • Ability to work cooperatively with team members across departments.

    Preferred, but Not Required

    • Previous filing, clerical, records-management, or administrative experience.

    • Experience in a legal, fiduciary, healthcare, financial, or professional office.

    • Experience using Microsoft 365, Clio, SharePoint, scanners, or similar systems.