Mail Clerk

Candidate Profile Details:

• Degree/Level of Education: High School Diploma
• Certifications Required: No
• Years of Overall Experience: 2 years of professional experience
• How will performance be measured: Verbal feedback on overall performance
• Preferred/Ideal Candidate Background: Someone highly organized, strong attention to detail, positive attitude, Tech savvy (ability to operate digital scanners), some professional background, handling documents and paperwork.

Summary Of The Role:

• Typical Day-to-Day Responsibilities: 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 can work independently in executing process for accurate and efficient document storage.
• How much time is being spent in meetings; 1 hour daily
• Who are they interacting with (internal/external): Internal only
• Will the contractor have access to any customer data? YES!

Must Have Skills:

• MS office – outlook, teams, excel

Soft Skills:

• Professional with highly developed organization skills
• Ability to work independently
• Good communication skills

Nice-To-Have:

• Document filing experience skills is an asset

Summary of Duties:

• 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)

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.