5 File Clerk Job Description Templates and Examples | Himalayas

5 File Clerk Job Description Templates and Examples

File Clerks are responsible for organizing, maintaining, and retrieving physical or digital records for an organization. They ensure that documents are properly filed, accessible, and secure. Junior File Clerks typically handle basic filing tasks, while senior roles may involve overseeing filing systems, implementing organizational policies, and managing teams responsible for record-keeping.

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1. Junior File Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior File Clerk to join our administrative team. In this entry-level position, you will play a crucial role in maintaining the organization of our documents and records, ensuring easy access and retrieval for staff members. This role is ideal for someone eager to learn and grow in the administrative field while contributing to our mission at [$COMPANY_NAME].

Responsibilities

  • Assist in organizing and maintaining physical and electronic filing systems for efficient record-keeping.
  • Perform data entry and ensure accuracy of information in databases and filing systems.
  • Retrieve and provide documents and files as requested by team members, ensuring timely access to information.
  • Support the team in preparing documents for meetings and presentations.
  • Help with archiving and disposing of outdated materials according to company policies.
  • Collaborate with colleagues to improve filing processes and workflows.

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent.
  • Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong attention to detail and organizational skills.
  • Ability to follow instructions and adhere to company policies.

Preferred:

  • Previous experience in an administrative or clerical role is a plus.
  • Familiarity with filing systems and record-keeping practices.
  • Basic understanding of data entry and database management.

Technical Skills and Relevant Technologies

  • Proficiency in using standard office equipment (e.g., printers, copiers, scanners).
  • Experience with document management software is a plus.
  • Ability to learn new software tools quickly.

Soft Skills and Cultural Fit

  • Excellent communication skills, both written and verbal.
  • Strong interpersonal skills and a collaborative mindset.
  • Ability to manage time effectively and prioritize tasks.
  • A proactive attitude with a willingness to learn and grow within the organization.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Health, dental, and vision insurance.
  • Paid time off and holidays.
  • Opportunities for professional development and career advancement.
  • Supportive team environment fostering personal growth.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law. We encourage applicants from all backgrounds to apply, even if they don't meet all the requirements listed.

Location

This role requires successful candidates to be based in-person at [$COMPANY_LOCATION].

2. File Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a meticulous File Clerk to join our administrative team. In this role, you will be responsible for organizing, maintaining, and managing physical and digital filing systems to ensure easy retrieval of documents. Your attention to detail and organizational skills will ensure that our records are accurate and up-to-date, contributing to the overall efficiency of our operations.

Responsibilities

  • Organize and maintain filing systems, both physical and electronic, ensuring all documents are accurately categorized and easily retrievable.
  • Assist in the scanning and digitization of documents to improve access and reduce physical storage needs.
  • Conduct regular audits of files to ensure compliance with organizational policies and regulatory requirements.
  • Respond to requests for information and documents from internal teams and external stakeholders.
  • Support the administrative team with additional clerical tasks as required, including data entry and document preparation.

Required Qualifications

  • High school diploma or equivalent; additional certification in office administration is a plus.
  • Proven experience in a clerical or administrative role, preferably in a filing or records management capacity.
  • Strong attention to detail and accuracy in data entry and document management.
  • Ability to handle sensitive information with confidentiality.
  • Proficient in using office software, including MS Office Suite (Word, Excel, Outlook).

Preferred Qualifications

  • Experience in a fast-paced office environment.
  • Familiarity with document management systems and tools.
  • Excellent organizational and time management skills.

Soft Skills and Cultural Fit

  • Strong interpersonal and communication skills, with the ability to work collaboratively within a team.
  • Proactive attitude and willingness to take initiative in resolving issues.
  • Ability to adapt to changing priorities and manage multiple tasks efficiently.

Benefits and Perks

We offer a competitive salary and a comprehensive benefits package, which may include:

  • Health, dental, and vision insurance
  • Retirement savings plan
  • Paid time off and holidays
  • Opportunities for professional development and growth

Location

This role requires successful candidates to be based in-person at [$COMPANY_LOCATION].

We encourage applicants from diverse backgrounds and experiences to apply, even if you do not meet every qualification listed. Your unique experiences and perspectives are valuable to us!

3. Senior File Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a meticulous and detail-oriented Senior File Clerk to join our administrative team at [$COMPANY_NAME]. In this role, you will be responsible for maintaining the integrity of our filing systems and ensuring that all documents are accurately filed, stored, and easily accessible. Your expertise will contribute to the efficient operation of our organization and support various departments in achieving their goals.

Responsibilities

  • Oversee the organization and maintenance of both electronic and physical filing systems, ensuring compliance with company policies and regulatory requirements.
  • Review and evaluate filing processes, recommending improvements to enhance efficiency and effectiveness.
  • Coordinate with various departments to ensure timely filing of documents and records.
  • Train and mentor junior clerical staff in best practices for document management and filing.
  • Conduct regular audits of filing systems to ensure accuracy and completeness of records.
  • Assist in the preparation of reports and documentation as required by management.

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent; additional education or certifications in office administration or records management is a plus.
  • 5+ years of experience in a filing or administrative support role, with demonstrated expertise in document management.
  • Exceptional attention to detail and organizational skills.

Preferred:

  • Experience with electronic document management systems (EDMS) and data entry software.
  • Familiarity with compliance regulations related to records management.
  • Previous experience in a senior or supervisory role.

Technical Skills and Relevant Technologies

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Experience with database management and filing software.
  • Strong skills in data entry and document scanning technologies.

Soft Skills and Cultural Fit

  • Excellent verbal and written communication skills.
  • Strong problem-solving abilities and a proactive approach to challenges.
  • Ability to work independently as well as part of a team, fostering a collaborative environment.
  • Integrity and discretion in handling sensitive information.
  • A positive attitude and a commitment to continuous improvement.

Benefits and Perks

We offer a competitive salary and comprehensive benefits package that includes health insurance, retirement plans, and opportunities for professional development. Specific salary details will be discussed during the interview process.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This role requires successful candidates to be based in-person at [$COMPANY_LOCATION].

4. File Records Specialist Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a meticulous and detail-oriented File Records Specialist to join our dynamic team at [$COMPANY_NAME]. In this role, you will play a critical part in managing our records and ensuring the integrity, accuracy, and accessibility of vital information across various departments. Your expertise will help maintain compliance with industry standards and organizational policies while supporting our mission to provide exceptional service.

Responsibilities

  • Organize, maintain, and oversee the filing and retrieval of physical and electronic records to ensure compliance with established guidelines
  • Develop and implement efficient filing systems and procedures for easy access to records
  • Conduct regular audits of files to ensure compliance with legal and regulatory requirements
  • Collaborate with various departments to facilitate the flow of information and address any records-related inquiries
  • Assist in the training of staff on proper records management practices and procedures
  • Utilize document management software to track and manage records effectively

Required and Preferred Qualifications

Required:

  • Associate's degree in Information Management, Business Administration, or a related field
  • 2+ years of experience in records management or a related area
  • Strong understanding of recordkeeping practices and legal requirements
  • Excellent organizational skills and attention to detail

Preferred:

  • Bachelor's degree in a relevant field
  • Experience with electronic records management systems
  • Certifications related to records management (e.g., CRM, RIM) are a plus

Technical Skills and Relevant Technologies

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and document management software
  • Familiarity with recordkeeping regulations and compliance standards
  • Experience in data entry and database management

Soft Skills and Cultural Fit

  • Strong communication skills, both verbal and written, with the ability to interact effectively with diverse teams
  • Ability to prioritize tasks and manage time efficiently in a fast-paced environment
  • Commitment to confidentiality and ethical handling of sensitive information
  • Proactive problem-solving skills with a focus on continuous improvement

Benefits and Perks

We offer a comprehensive benefits package that includes:

  • Competitive salary commensurate with experience
  • Health, dental, and vision insurance
  • Retirement savings plan with company match
  • Generous paid time off and holiday schedule
  • Ongoing professional development opportunities

Location

This position is hybrid, requiring successful candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].

5. Records Manager Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a meticulous and proactive Records Manager to oversee the management of our organization’s records and information systems. This role will ensure compliance with legal and regulatory requirements while implementing best practices for information governance and data management.

Responsibilities

  • Develop and implement records management policies and procedures to ensure the effective organization, retention, and disposition of records in compliance with applicable laws and regulations
  • Oversee the creation and maintenance of a comprehensive records inventory, ensuring accurate classification and metadata management
  • Collaborate with cross-functional teams to assess records management needs and provide guidance on best practices
  • Conduct regular audits of records management processes to identify areas for improvement and implement corrective actions
  • Provide training and support to staff regarding records management standards and practices
  • Serve as the primary point of contact for records management inquiries and issues, fostering a culture of compliance and accountability

Required and Preferred Qualifications

Required:

  • Bachelor’s degree in Information Management, Library Science, Business Administration, or a related field
  • 5+ years of experience in records management, information governance, or a related field
  • Strong knowledge of records management principles and relevant legal and regulatory requirements
  • Experience with electronic records management systems and tools

Preferred:

  • Certification in records management (e.g., CRM, RIM) or equivalent qualification
  • Experience in developing and managing training programs for staff on records management
  • Previous experience in a highly regulated industry (e.g., healthcare, finance, government)

Technical Skills and Relevant Technologies

  • Proficient in electronic records management systems (e.g., SharePoint, Documentum) and office productivity tools (e.g., Microsoft Office Suite)
  • Familiarity with data privacy regulations and compliance frameworks (e.g., GDPR, HIPAA)
  • Ability to leverage technology to improve records management processes and workflows

Soft Skills and Cultural Fit

  • Excellent organizational skills with a keen attention to detail
  • Strong analytical and problem-solving abilities to address complex records management challenges
  • Exceptional communication skills, both verbal and written, to convey complex information clearly
  • A collaborative mindset with the ability to build strong relationships across various teams and departments
  • Demonstrated ability to manage multiple projects and priorities in a fast-paced environment

Benefits and Perks

Annual salary range: [$SALARY_RANGE].

In addition, our employees enjoy a wide range of benefits including:

  • Health, dental, and vision insurance
  • Retirement savings plan with company matching
  • Flexible working hours and hybrid work arrangements
  • Professional development opportunities and training programs
  • Generous paid time off and holiday schedule

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in the workplace. We are an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Location

This is a hybrid position, requiring successful candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].

We encourage applicants from all backgrounds to apply, even if you don't meet all the qualifications listed above. Your unique experiences and perspectives can contribute to our team.

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