Data entry specialist
The primary responsibility of this role is to ensure timely and accurate processing of customer and Government mail and emails into our practice management system (Clio). This individual will work closely with caseworkers, paralegals, and the financial department. This role is also responsible for other general administrative duties such as scanning and copying documents and physically delivering the mail to the correct addressee. May also be asked to pick up mail at the post office.
Description of Responsibilities.
•Daily Reception, sorting, scanning, and copying of the documents received.
•Accurately processing of the documents received via mail and email into the practice management system (Clio): Time entries, calendar entries, upload scanned documents, and assign tasks to caseworkers.
•Send mail received to clients when appropriate.
•Prepare and send a daily mail report.
•Prepare and send a daily metrics report of mail and email.
•Provide improvement ideas for the processing of the mail and email.
•Assist other departments as directed by the manager.
Competencies/Knowledge/skills/Experience.
•A minimum of a year of relevant working experience in data entry.
•Recognized teamwork aptitude.
•Detail oriented and organized.
•Fast typing.
•Able to cultivate strong cross-functional relationships and communicate effectively with team members.
•Knowledge in customer service and quick response to inquiries, quick learning, get customer satisfaction.
•A minimum of a high school degree.
•Intermediate skills in Microsoft excel and word.
•Drive for results, perseverance, and time management.