Clerical Assistant Job Description
Clerical assistant
provides administrative needs for office operations and procedures such as preparation of information, filing systems, data entry, and other clerical services.
Clerical Assistant Duties & Responsibilities
To write an effective clerical assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included clerical assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Pre-packing items
Create and move documents to folders on company's secure network
Scan documents into PDF Files
Follow-up to ensure documents are submitted and approved in a timely fashion
Provide light reception work
Type and prepare correspondence
Answering phone calls and transferring calls appropriately
Filing, making copies
Maintaining quality service by following organization standards
Entering, formatting, and printing information
Clerical Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Clerical Assistant
List any licenses or certifications required by the position: BLS, CPR, AAMA, AMT, CNA, AHA
Education for Clerical Assistant
Typically a job would require a certain level of education.
Employers hiring for the clerical assistant job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Education, Writing, Associates, Technical, The College, Business, Graduate, Business School, Communication, English
Skills for Clerical Assistant
Desired skills for clerical assistant include:
Medical terminology
Clerical procedures involved in the gathering and compiling of statistical data
Computer software systems and data entry procedures
Preparation of reports
Excel
Word processing software
Legal terminology and documentation
Court filing and appeals procedures
Format of legal documents
Legal procedures pertaining to the field of child welfare
Desired experience for clerical assistant includes:
Following up on questions and concerns
Copying and filing documents
Helping the clinic to maintain its multiple data bases for patients at each stage of the referral, assessment and treatment process
Managing all non-clinical tasks, including pulling and filing charts for patients schedule on 4A
Registering patient and notifying clinicians when their patients arrive
Scheduling appointments for all clinic staff
Clerical Assistant Examples
1
Clerical Assistant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a clerical assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for clerical assistant
- Gather all purchase order information for the past 6 months and enter into agency's e-Procurement system (COUPSA)
- Gather all paid invoices for the past 6 months and process payment using the agency's e-Procurement system (COUPA)
- Verify product/service receipts and enter in COUPA
- Gather all agency contract documentation for the past 7 Years
- Record each contract into to the COUPA contract database
- Scan contracts and save PDF copies to the assigned network folder and to the corresponding Coupa contract record
- Save physical documents to designated file cabinets
- Log in, process and ship repairs
- File invoices and repairs waiting for payment
- Organize repairs by product category for service
Qualifications for clerical assistant
- Close shipping stations daily and deliver packages to the Warehouse for courier pick-up
- Ensure products are shipped to customers in a timely manner
- Collect payments in the form of checks and provide them to the Accounting Department
- Make sure estimates are sent to customers daily
- Cover reception desk, as needed
- Preparing correspondences
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Clerical Assistant Job Description
Job Description Example
Our growing company is looking for a clerical assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for clerical assistant
- Organize and maintain filing system (electronic and paper files) as needed to support office functions
- Onboarding paperwork of new and transferred employees
- Performs other tasks and duties required for this position
- Ensures that provider records are of the highest quality for proper payment and benefit processing
- Reconciles discrepancy error reports, and checks workflow error queues daily
- Performs a wide range of administrative duties related to the quality control and quality assurance of documents
- Assist with bankcard disputes for debit cards, credit cards, and ACH transfers
- Review, manage, and deliver mail
- Prepare written communications such as letters, memos, e-mail
- Review, tabulate and enter data into a variety of systems
Qualifications for clerical assistant
- Boston Salads requires pre-employment and random drug/alcohol testing
- Job requires sitting for hours at a time, keying data for hours at a time
- Billing/collections experience preferred
- Proactive, highly organized & detail-oriented
- Self-starter, motivated and eager to grow within the company and to learn to take on additional responsibilities
- High School diploma and a minimum of (1) year in an office environment required
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Clerical Assistant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of clerical assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for clerical assistant
- Promote the concept of working together as a team to build continual improvement with the Company and departments
- If assigned receiving and/or warehouse duties, maintain area(s) in a well-organized manner, including keeping area(s) clean
- May type credit memos, issue purchase orders and maintain logs
- Perform dispatching duties as needed
- Perform admin duties as needed
- Performs basic clerical tasks
- Perform clerical functions, as necessary, such as assisting with tracking of consignment, assisting walk-in customers, shipping/receiving, handling phone calls for supervisor
- Print out and mail invoices
- Assist with 3rd party billing
- Schedule PM's
Qualifications for clerical assistant
- Experience with Medical Billing and Insurance terms, while not necessary, strongly preferred
- Rrevious customer service experience highly preferred
- Currently in pursuit of Bachelor’s degree
- Require computer and data entry skills
- Prepare quotes for repairs
- Process Credit Card Payments- Process credit card payments for technicians by phone
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Clerical Assistant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of clerical assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for clerical assistant
- Maintain Cash Payment Log
- Other Duties as required to perform job functions
- Organise and service meetings
- Composes letters/memorandums
- Establish filing systems
- Transcribe dictated documents
- General clerical duties including typing, filing, answering phones, photocopying, and faxing
- May distribute mail and prepare mailings
- Pick up and deliver items from various departments, as necessary
- Greet and properly direct students and staff
Qualifications for clerical assistant
- Required to sit for prolonged periods of time
- Extensive periods of time on phone
- Current BLS certification for a Healthcare Provider
- Knowledge of how to work a scanner/copier/fax
- Occasionally push/pulling up to 50 pounds
- Occasionally carrying up to 25 pounds
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Clerical Assistant Job Description
Job Description Example
Our company is looking to fill the role of clerical assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for clerical assistant
- Correct and build departmental records
- Assist full-time staff in implementing programs
- May train and schedule part-time staff
- Perform any and all advance clerical or secretarial functions which require greater judgement and initiative in non-routine situations
- Performs any other miscellaneous duties as required by Supervisory personnel in the department to which assigned, including bill keeping and entering functions, customer contacts either in person or by telephone
- Enters paperwork and performance evaluations into an electronic system
- Handles data entry, filing, and other special projects as assigned
- Files and organizes performance evaluations and other files after completing data transfer task
- Responsible for the maintenance and organization of personnel files
- Receive and route incoming and outgoing internal and external mail
Qualifications for clerical assistant
- A minimum of 1 years of clerical experience in the desired work setting
- Parasitology laboratory experience and teaching assistant experience is preferred (but not required)
- Completed Form IV (subjects studied should include Chinese Language, English Language and Mathematics), or equivalent
- High school diploma or general education degree (GED) plus one-three months clerical experience
- Associate's degree/certificate (preferred)
- One to two years Medical Records