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Filing Specialist

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Title: Filing Specialist

Location: Salt Lake City, UT

Employer status: Full-time

Contact notes: To apply, submit the following items to Diana at Incomplete submissions will not be considered. No phone calls please!
• Three to five paragraphs about yourself and your professional experience in the body of the email
• Attach to email: resume with three professional references
• Provide salary requirements
• Candidates will be scheduled for interviews the week of March 18th

We offer great benefits including healthcare, a 401k, vacation time, employee appreciation perks, and growth opportunities.

Requirements: The position requires a hardworking person able to stand on his/her feet for long periods of time, as well as bending, squatting, and standing on a footstool. An experienced professional should have at least two to five years work experience, be detail-oriented, excellent spelling skills, and the ability to stay focused in a fast-paced environment.

This position is paramount to the organization so that we are in compliance in maintaining member records as required by the National Association of the State Board of Accountancy (NASBA).

We may take into consideration additional qualifications should you choose to stay on with our organization and strive for promotion within, however, our first and foremost need is in filling this position.

Description: Financial training association seeks an individual willing to jump in and get the job done. It takes a special kind of person to stay focused and driven in this area of the business, yet enthusiastic enough to be passionate about whatever job you take on and a desire to be a team player.

The ideal candidate will be hard-working, have a great attitude, and be able to thrive in a fast-paced deadline-driven work environment. We are looking for a professional filing person who could be considered in the distant future to take on additional responsibilities should he/she possess basic administrative skills to support various departments in need of office assistance. The right person will feel comfortable taking on full responsibility for organizing and maintaining thousands of member records.

Job Description:
This person would report to the Office Administrator or the Executive Director, and be responsible for a high volume of filing. We are currently purging thousands of historical member records, which will take focus, organization, initiative, and the ability to see the value and purpose of what needs to be accomplished. It will require monitoring quality control (accuracy) as it applies to our organization???s documentation and what we are required to maintain in our records for a five-year period.
??? Removing all documents older than five years, with some exceptions, and ensuring the current five years belong to that member???s record
??? Filing current documentation, creating new folders and hanging folders/labels, shredding credit card data, recycling non-critical documents, pulling cancelled & non-member records and moving them to other locations
??? Once this entire process has been completed (which is a huge undertaking), we will have determined/ developed a system to convert all member records into an electronic format (this too will be a responsibility of scanning thousands of member records), including our accounting records going back five years as well

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