Lobel Financial
  • Anaheim, CA, USA
  • Full Time

We are looking for an organized File Clerk to do file management and maintenance. You will organize paperwork according to an efficient filing system and digitalize all important documents. You will be expected to protect and make them easily accessible to your colleagues.

A file clerk must be organized and possess a serious understanding of confidentiality and data protection. The ideal candidate should be skilled in computers and very detail-oriented.

The goal is to preserve the company's records and manage paperwork effectively.

Basic Responsibilities

  • Add new material to file records as necessary.
  • Sort or classify information according to guidelines such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
  • Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage according to file maintenance guidelines and/or legal requirements.
  • Place alphabetized materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
  • Ability to move and carry banker box sized boxes full of files a must
  • Follow policies and confidentiality dictations to safeguard data and information
  • Various other minor office duties

Skills & Qualifications

  • Proven experience as file clerk
  • Knowledge of complete alphabetical filing systems
  • Good command of English both oral and written
  • Dependable with a respect to confidentiality and policies
  • Excellent organizational skills
  • Great attention to detail a must
  • High school degree or equivalent
  • Other duties as assigned
  • Compensation: DOE

Company Benefits

  • 401K with company match
  • Medical, dental and vision
  • Optional life insurance
  • Paid holidays
  • Paid vacation and sick days
Lobel Financial
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