Mail Clerk

Job Description:

The Document Storage Analyst is accountable for successful delivery and working in a dynamic environment. You are organized and an expert at navigating documents. You are comfortable with operating hardware such as photocopiers/scanners and have basic computer skills to retrieve digital documents. Working closely with the business owner(s), you are able to work independently in executing process for accurate and efficient document storage.

• Report to the assigned Client Retail Branch to support document filing and digitization processes.

• Preparing paper documents filed in the branch for digitization

• Scan paper documents into the Ricoh copier/scanner.

• Review digitally filed documents to confirm accuracy and ensure they meet all requirements of the business.

• Manage files in the branch and ensure they are secured in their designated locations.

• Provide daily and weekly updates to the management teams via email and/or phone.

• Adhere to the Client Health and Safety rules of the working location. It will also be mandatory to wear a face mask when operating in any open areas of the branch location.

• Adhere to Client Privacy Policies and Employee Conduct Rules.

• Adapt and remain flexible to support a broad spectrum of initiatives in an environment where business priorities may frequently shift

• Ensure timely communication of issues / points of interest and status and early identification of emerging risk(s