Staffing: Client Records Coordinator I

Neubus Inc•Round Rock, TX
•$0 - $14

About The Position

The Client Records Coordinator works to ensure records are submitted according to proper policies and procedures. The role prepares case material for digital imaging and retrieves stored records for case planning, audits, legal issues, studies, reviews, and other needs. The position interacts daily with frontline program staff and routinely with other staff and management. It requires a strong customer-service focus, commitment to customer satisfaction and confidentiality, attention to detail, organization, communication, and problem-solving skills.

Requirements

  • Four-year post-secondary education or equivalent experience.
  • High school diploma or equivalent.
  • At least 2 years of administrative support, general office, and/or clerical experience.
  • Attention to detail.
  • Skilled in using standard office equipment and software.
  • Able to perform general clerical and office functions, including typing and filing.
  • Highly detail-oriented with good organizational skills.
  • Skilled in Microsoft Office Suite, especially Excel, Word, and Outlook.
  • Familiar with web-based inventory management or content management systems.
  • Effective oral and written communication skills.
  • Ability to problem-solve and conduct independent research into tasks with limited information.

Nice To Haves

  • Records management experience.

Responsibilities

  • Process physical records for digital imaging.
  • Prepare physical records for long-term archival storage.
  • Receive and deliver records requests, maintaining communication with customers and obtaining additional information as needed.
  • Perform additional duties as assigned by Team Leads.
  • Promote and demonstrate respect for cultural diversity in the workplace and with outside contacts.
  • Attend work regularly and in accordance with applicable leave policy.
  • Retrieve stored records for case planning, audits, legal issues, studies, reviews, and other needs.
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