Clerical associate job description
Updated March 14, 2024
6 min read
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Example clerical associate requirements on a job description
Clerical associate requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in clerical associate job postings.
Sample clerical associate requirements
- Proficient in Microsoft Office Suite
- Excellent typing and data entry skills
- Strong attention to detail
- Ability to manage multiple tasks and prioritize accordingly
Sample required clerical associate soft skills
- Strong written and verbal communication skills
- Excellent customer service skills
- Ability to work independently and as part of a team
- Positive attitude and willingness to learn
- Flexibility and adaptability in a fast-paced environment
Clerical associate job description example 1
AdventHealth clerical associate job description
Adventist Health is more than an award-winning health system. We provide whole-person care to our communities and champion the greater good - from the operating room to the boardroom, we are driven by our unique passion to live God's love through health, wholeness and hope. From Oregon to Oahu, we have a calling to always do more. Now is your chance to apply your passion to our mission.
Yuba County is California's gateway to the historic Mother Lode Country, with a diverse landscape that boasts grand rivers, thriving farmland, friendly communities and numerous recreational possibilities that extend into the Sierra foothills. Sutter County is home for the Sutter Buttes, known as the Smallest Mountain Range in the World. Considered "sister cities" our communities have that small town feel so many people are seeking. Our rivers, lakes, mountains, year-round festivals and fairs, entertainment, diverse recreation opportunities, hunting, camping, hiking, boating, fishing, community events, fine dining establishments, first-rate lodging, bikeways, and historic downtown shopping makes the Yuba and Sutter Counties a great place to live. With a lower cost of living, you can enjoy California life with Tahoe, Napa or the Bay Area only being a 2-hour drive.
We're looking for someone to join our team as a Clerical Associate who: performs basic administrative duties under general supervision. Performs daily office tasks such as filing, recording, maintaining records, copying and posting. Performs information gathering, verification and charging.
ESSENTIAL FUNCTIONS
· Answers and screens phone calls. Assists guests and directs them appropriately. Receives and schedules visitors.
· Types letters, memos, standard forms and reports. Opens and distributes departmental mail. Sets up and manages filing and record systems.
· Makes and confirms appointments as directed. Inputs data to various systems or documents.
· Performs other job-related duties as assigned.
You'll be successful with the following qualifications:
Education:
· High School Education/GED or equivalent: Preferred
· Associate's / Technical Degree or equivalent combination of education/related experience: Preferred
Yuba County is California's gateway to the historic Mother Lode Country, with a diverse landscape that boasts grand rivers, thriving farmland, friendly communities and numerous recreational possibilities that extend into the Sierra foothills. Sutter County is home for the Sutter Buttes, known as the Smallest Mountain Range in the World. Considered "sister cities" our communities have that small town feel so many people are seeking. Our rivers, lakes, mountains, year-round festivals and fairs, entertainment, diverse recreation opportunities, hunting, camping, hiking, boating, fishing, community events, fine dining establishments, first-rate lodging, bikeways, and historic downtown shopping makes the Yuba and Sutter Counties a great place to live. With a lower cost of living, you can enjoy California life with Tahoe, Napa or the Bay Area only being a 2-hour drive.
We're looking for someone to join our team as a Clerical Associate who: performs basic administrative duties under general supervision. Performs daily office tasks such as filing, recording, maintaining records, copying and posting. Performs information gathering, verification and charging.
ESSENTIAL FUNCTIONS
· Answers and screens phone calls. Assists guests and directs them appropriately. Receives and schedules visitors.
· Types letters, memos, standard forms and reports. Opens and distributes departmental mail. Sets up and manages filing and record systems.
· Makes and confirms appointments as directed. Inputs data to various systems or documents.
· Performs other job-related duties as assigned.
You'll be successful with the following qualifications:
Education:
· High School Education/GED or equivalent: Preferred
· Associate's / Technical Degree or equivalent combination of education/related experience: Preferred
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Clerical associate job description example 2
Kelly Services clerical associate job description
Kelly is looking for a direct hire on at STIFEL in Bourbonnais Illinois for a Client Service Associate.
This opportunity allows you to be directly hired on to the company. This gives you access to there health insurance, 401k, certain holidays off, and so much more!
**As a Client Service Associate, you will be responsible for:**
+ Perform clerical functions
+ Working closely with a Financial Adviser
+ Administrative functions such as editing accounts, wiring funds, and handling check requests
**Looking for a first shift: Monday through Friday 8 AM-430 PM**
**Pay range is negotiable based on experience**
**Looking for candidates who have:**
+ High School Diploma
+ Two or more years of general clerical work
+ General computer skills, Serious 65 or Series 7 is preferred
**For instant consideration for this Clerical position in Bourbonnais, we encourage you to apply today**
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
This opportunity allows you to be directly hired on to the company. This gives you access to there health insurance, 401k, certain holidays off, and so much more!
**As a Client Service Associate, you will be responsible for:**
+ Perform clerical functions
+ Working closely with a Financial Adviser
+ Administrative functions such as editing accounts, wiring funds, and handling check requests
**Looking for a first shift: Monday through Friday 8 AM-430 PM**
**Pay range is negotiable based on experience**
**Looking for candidates who have:**
+ High School Diploma
+ Two or more years of general clerical work
+ General computer skills, Serious 65 or Series 7 is preferred
**For instant consideration for this Clerical position in Bourbonnais, we encourage you to apply today**
**Get a complete career fit with Kelly** ** ** **.**
You're looking to keep your career moving onward and upward, and we're here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.
**About Kelly** ** **
At Kelly, we're always thinking about what's next and advising job seekers on new ways of working to reach their full potential. In fact, we're a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center.
Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Dealing with hard-to-fill positions? Let us help.
Clerical associate job description example 3
McLeod Health clerical associate job description
* Greets visitors and patients in a friendly and courteous manner always facing forward with attention on patients in waiting area.
* Directs patients to complete patient information forms and enters data into computer.
* Obtains assignment and authorization signatures, copies of insurance cards, and necessary claim forms as needed.
* Answers telephone within three rings using good customer service skills to ascertain the nature of the call as needed.
* Delivers accurate and legible messages to appropriate person within 15 minutes of the call as needed.
* Repeats key information when taking messages to ensure accuracy as needed.
* Uses proper telephone etiquette when receiving and transferring calls; speaks clearly and concisely and exercises tact and diplomacy.
* Maintains confidentiality in talking with patients, upholding policies and setting an example.
* Schedules and reschedules appointments.
* Collects amounts due from patients.
* Pulls charts for Medical Record request as needed if hardcopy.
* Files charts as needed if hardcopy.
* Assign patient account numbers to medical records if hardcopy.
* Files information into charts if hardcopy.
* Works fax in-box.
* Preps patient accounts daily as necessary.
* Downloads dictation as necessary, proofreading dictation, and uploading dictation.
* Organizes office supplies.
* Purges files, when necessary, at recommendation of Practice Administrator.
* Keeps work area neat, clear of clutter.
* Obtains authorizations, works disability forms.
* Obtains needed provider signatures on orders.
* Codes procedures and diagnosis as needed.
* Demonstrates a willingness to perform the duties of other department personnel when workload requires.
Qualifications /Training:
* Basic knowledge of computer input.
* Must be able to perform basic clerical functions.
* Comprehend medical terminology.
* Good spelling and number skills.
* Clear, concise voice.
Licenses/Certifications/Registrations/Education:
* Minimum of a High School Diploma/GED from an accredited school
Work Schedule:
* Full-time, 80 hours bi-weekly
McLeod Health is the region's destination for medical excellence. Our excellence extends from the Midlands to the Coast along the border of North and South Carolina - serving more than one million people. As medical needs grow - we grow, expand, and improve our facilities and services. The McLeod Health network is comprised of 7 hospitals with locations in Florence, Darlington, Dillon, Manning, Cheraw, Loris, and Little River. We have also expanded into the Carolina Forest area of Myrtle Beach for patients looking for primary care and family physicians.
Founded over a century ago, McLeod is a locally owned, not-for-profit healthcare system which features the strength of more than 800 physicians and 2,000 registered nurses, and more than 8,500 employees. McLeod constantly seeks to improve patient care with efforts that are physician led, data-driven and evidence-based.
If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals, we invite you to apply online today. We are an equal opportunity employer.
* Directs patients to complete patient information forms and enters data into computer.
* Obtains assignment and authorization signatures, copies of insurance cards, and necessary claim forms as needed.
* Answers telephone within three rings using good customer service skills to ascertain the nature of the call as needed.
* Delivers accurate and legible messages to appropriate person within 15 minutes of the call as needed.
* Repeats key information when taking messages to ensure accuracy as needed.
* Uses proper telephone etiquette when receiving and transferring calls; speaks clearly and concisely and exercises tact and diplomacy.
* Maintains confidentiality in talking with patients, upholding policies and setting an example.
* Schedules and reschedules appointments.
* Collects amounts due from patients.
* Pulls charts for Medical Record request as needed if hardcopy.
* Files charts as needed if hardcopy.
* Assign patient account numbers to medical records if hardcopy.
* Files information into charts if hardcopy.
* Works fax in-box.
* Preps patient accounts daily as necessary.
* Downloads dictation as necessary, proofreading dictation, and uploading dictation.
* Organizes office supplies.
* Purges files, when necessary, at recommendation of Practice Administrator.
* Keeps work area neat, clear of clutter.
* Obtains authorizations, works disability forms.
* Obtains needed provider signatures on orders.
* Codes procedures and diagnosis as needed.
* Demonstrates a willingness to perform the duties of other department personnel when workload requires.
Qualifications /Training:
* Basic knowledge of computer input.
* Must be able to perform basic clerical functions.
* Comprehend medical terminology.
* Good spelling and number skills.
* Clear, concise voice.
Licenses/Certifications/Registrations/Education:
* Minimum of a High School Diploma/GED from an accredited school
Work Schedule:
* Full-time, 80 hours bi-weekly
McLeod Health is the region's destination for medical excellence. Our excellence extends from the Midlands to the Coast along the border of North and South Carolina - serving more than one million people. As medical needs grow - we grow, expand, and improve our facilities and services. The McLeod Health network is comprised of 7 hospitals with locations in Florence, Darlington, Dillon, Manning, Cheraw, Loris, and Little River. We have also expanded into the Carolina Forest area of Myrtle Beach for patients looking for primary care and family physicians.
Founded over a century ago, McLeod is a locally owned, not-for-profit healthcare system which features the strength of more than 800 physicians and 2,000 registered nurses, and more than 8,500 employees. McLeod constantly seeks to improve patient care with efforts that are physician led, data-driven and evidence-based.
If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals, we invite you to apply online today. We are an equal opportunity employer.
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Updated March 14, 2024