Description

One Seven Financial is seeking a dedicated File Clerk to join our team in Beachwood. This full-time, remote position is an excellent opportunity for individuals looking to start their career in the investment management industry. As a File Clerk, you will play a vital role in ensuring our documentation and records are organized and accessible, contributing to the overall efficiency of our operations.

In this entry-level role, you will support our investment management activities by managing files and documentation, ensuring accuracy and compliance with our internal standards. This position provides a unique chance to learn about the investment management sector and gain valuable experience while working with a team of seasoned professionals. We offer a competitive hourly salary range of $20 - $30, along with opportunities for growth within the company.

Responsibilities

• Maintain confidentiality and security of all sensitive information
• Conduct regular audits of files to ensure compliance
• Respond to inquiries regarding file locations and documentation
• Collaborate with team members to improve filing processes

Requirements

• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Excellent communication skills, both written and verbal
• Basic understanding of filing systems and document management
• Willingness to learn and adapt to new processes
• Prior experience in an office environment is a plus, but not required