Bookkeeper

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.