File Clerk

Nesco Resource•Albany, NY

12d•Onsite

About The Position

The File & Records Support Specialist assists with physical and digital records management, file organization, document retention, and data tracking. The work primarily involves locating, organizing, documenting, boxing, and preparing account files for retention or destruction according to established records management procedures. The role requires repetitive, detail-focused work with physical filing systems and accurate maintenance of tracking information in Microsoft Excel. This is a 100% onsite position scheduled Monday through Friday, five days per week. Duties include processing closed-account files, reorganizing open-account files and storage areas, and preparing boxes for offsite records retention when needed.

Requirements

Experience working with physical filing systems, document organization, or records management.
Familiarity with digital filing systems and electronic recordkeeping.
Basic proficiency with Microsoft Excel, including entering, organizing, and maintaining spreadsheet data.
Strong organizational skills and attention to detail.
Ability to sort and organize files accurately by account number and closure date.
Ability to follow established records retention and document handling procedures.
Comfort performing repetitive, detail-oriented tasks for extended periods.
Ability to work independently and maintain productivity with minimal supervision.
Strong time management skills and ability to complete assigned tasks efficiently.
Ability to lift and move file boxes weighing approximately 10–15 pounds.
Willingness and ability to work onsite five days per week.

Nice To Haves

Previous experience in records management, document control, administrative support, or filing.
Experience maintaining physical and electronic records in an office environment.
Familiarity with document retention, archiving, and secure document destruction procedures.
Previous experience in banking, financial services, or other document-intensive environments.
Experience tracking files, inventory, or records using Microsoft Excel.

Responsibilities

Search for and retrieve physical files from shelving using closed-account filing lists.
Review and organize closed-account files according to retention requirements.
Identify and shred files that have exceeded their required retention period.
Package files that must be retained into boxes organized by account closure year.
Sort, categorize, and store files accurately.
Label storage boxes with account numbers, account closure dates, and scheduled destruction dates.
Maintain accurate records of boxed files and labels in Microsoft Excel spreadsheets.
Organize and track files to support proper documentation and retrieval.
Verify file information for accuracy and completeness.
Follow established document retention and records organization procedures.
Remove all files from shelving unit 2 to enable facilities maintenance.
Condense and reorganize remaining open-account files on shelving units.
Arrange open-account files in numerical order by account number.
Maintain an orderly and accessible filing system and help improve storage-area efficiency and accessibility.
Prepare file boxes for shipment to offsite records retention facilities as needed.
Follow offsite storage instructions and packaging requirements, use designated packaging materials, and properly label and document boxes for transfer.