File Clerk
Description
One Seven Financial is seeking a dedicated File Clerk to join our team in Beachwood. This full-time, remote position is an excellent opportunity for individuals looking to start their career in the investment management industry. As a File Clerk, you will play a vital role in ensuring our documentation and records are organized and accessible, contributing to the overall efficiency of our operations.
In this entry-level role, you will support our investment management activities by managing files and documentation, ensuring accuracy and compliance with our internal standards. This position provides a unique chance to learn about the investment management sector and gain valuable experience while working with a team of seasoned professionals. We offer a competitive hourly salary range of $20 - $30, along with opportunities for growth within the company.
Responsibilities
- Maintain confidentiality and security of all sensitive information
- Conduct regular audits of files to ensure compliance
- Respond to inquiries regarding file locations and documentation
- Collaborate with team members to improve filing processes
Requirements
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Excellent communication skills, both written and verbal
- Basic understanding of filing systems and document management
- Willingness to learn and adapt to new processes
- Prior experience in an office environment is a plus, but not required
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