What are the responsibilities and job description for the Bookkeeper position at STERLING CASE MANAGEMENT & FIDUCIARIES OF ARIZONA, LLC?
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.