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We are seeking a detail-oriented administrative professional with 2–3 years of experience in clerical or office support roles. The ideal candidate brings a strong background in office equipment operation, customer service, and document management, while demonstrating proficiency in Microsoft Excel, Word, Salesforce, and other digital tools. Exceptional communication, analytical, and reconciliation skills are essential, along with the ability to manage deadlines and work both independently and collaboratively. An associate or bachelor’s degree is preferred. This position offers the opportunity to contribute to efficient operations and deliver a positive customer experience in a dynamic, fast-paced environment.
Job Responsibility:
Receive, sort, and distribute incoming mail and packages to appropriate people/department
Manage outgoing mail, including running items through postage machines and ensuring proper delivery
Handle Dropbox mail at reception and deliver to designated departments
Document and process return mail and coordinate with courier services as needed
Log incoming checks and maintain accurate records in Excel or internal systems
Oversee check printing, posting, and distribution processes
Ensure checks for the fund are securely stored in a locked cabinet and coordinate handoff with designated staff
Track and communicate check pickups, ensuring numbers match and proper notification is sent
Batch scan documents, index them into internal systems (e.g., Salesforce), and ensure proper electronic filing
Print and scan faxes and other documents for customer service and claims processing
Process and scan authorization forms and other customer service documents
Update member, provider, and employer information in internal systems
Create and maintain Excel reports for disability checks and other reporting needs
Follow documented procedures for mail and check handling, ensuring compliance with security and confidentiality requirements
Stay updated on process changes and participate in ongoing documentation reviews and updates
Participate in training to understand all departmental forms, procedures, and requirements
Serve as a backup for other research assistants or service representatives as needed to maintain workflow continuity during absences
Assist with change of address requests and perform other administrative duties as assigned
Support the development and refinement of process documentation by providing feedback and suggestions
Requirements:
Associate or bachelor’s degree preferred
2–3 years of experience as a clerk, administrative assistant, office assistant, or data entry
Office equipment operation
Customer service skills, answering questions, resolving issues, creating a positive experience
Strong analytical and reconciliation skills with high attention to detail
Proficiency in recordkeeping and document management
Proficiency in Excel, Word, Salesforce, Paperclip, Simple File, and Microsoft 360 programs
Excellent written and verbal communication skills
Ability to manage deadlines and work independently or as part of a team