Clerical Specialist I

Primary Purpose

Performs various clerical functions such as filing, maintaining records, and operating computer or other office equipment to process paperwork.

Essential Functions and Responsibilities

• Ensures Health & Safety is the number one goal by following policies, processes, and acting in a safe manner at all times.
• Greets clients and prospective clients in a friendly, positive, and sincere manner, making them feel comfortable when they visit the office, notify the employee they are visiting to their arrival.
• Answer incoming calls with professionalism and poise. Take accurate and detailed messages or direct calls accordingly.
• May enter information into computer - such as time sheets, job files, purchase orders, log sheets, or other related paperwork.
• May perform accounting/bookkeeping duties such as coding invoices and/or Expense Reports, receive on purchase orders, printing, reviewing, and distributing, etc.
• May calculate payroll information, checking for accuracy; and distribute information to appropriate personnel.
• May prepare, review and/or update daily, weekly and monthly reports as required; maintains various records and logs.
• May sort, distribute, or post interdepartmental and U.S. mail.
• May contact vendors for pricing, ordering and maintaining needed supplies, in the purchase order process.
• Files, makes copies, operates calculator, facsimile and/or other office equipment, and answers telephone/switchboard and required.

Heritage believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the company to just the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

Education: High school diploma or equivalent required.

Experience: Minimum 1 year proven experience in an office environment required.

Knowledge and Abilities: Strong communication skills both oral and written. Attention to detail. Ability to operate standard office equipment. Good organizational skills. Working knowledge of Microsoft Office Suite (Word, Outlook, Excel). Regular and predictable attendance is an essential function of this job.

A post offer drug screen will be required.

EEO including disability/veteran