Office Clerk

The Kyle David Group, LLC d/b/a KDG•Allentown, PA

1d•Onsite

About The Position

As an Office Clerk , you will take the lead in organizing and coordinating data clean-up initiatives for historical files and engagements, ensuring all documentation is accurate and up to date. Much of your work will involve independently gathering and preparing data, allowing you to focus deeply on record integrity before collaborating with various stakeholders across KDG as needed. We are seeking a motivated self-starter and critical thinker who can proactively identify issues and drive solutions to completion with minimal oversight. In this role, you will be expected to: Search historical data across multiple systems to accurately reconstruct client engagement histories. Determine an effective organizational structure for records to align with current documentation standards. Communicate clearly and professionally with stakeholders to verify and update client data. Review and confirm the accuracy of information, demonstrating strong attention to detail throughout all tasks. You must be very capable of: Learning new applications quickly to a high level. Being able to piece data together to build the story of the client’s engagement. Clear and effective verbal and written communication Working independently on priorities without much instruction Review, proofread, and format all correspondence to ensure accuracy and completeness. Critical thinking to identify gaps from missing data and present them in a clear manner to a company stakeholder Strong attention to detail. Ability to use independent judgement and take personal initiative. Very teachable and tech savvy Ability to plan and manage tasks/projects with minimal supervision. Ability to establish and maintain effective working relationships with others. Ability to maintain focus over an extended period.

Requirements

High School diploma or currently enrolled in High school with the ability to work Monday through Friday.
Strong problem solving, organizational, and prioritization skills required.
Ability to work in Allentown, Pa office

Responsibilities

Search historical data across multiple systems to accurately reconstruct client engagement histories.
Determine an effective organizational structure for records to align with current documentation standards.
Communicate clearly and professionally with stakeholders to verify and update client data.
Review and confirm the accuracy of information, demonstrating strong attention to detail throughout all tasks.
Learning new applications quickly to a high level.
Being able to piece data together to build the story of the client’s engagement.
Clear and effective verbal and written communication
Working independently on priorities without much instruction
Review, proofread, and format all correspondence to ensure accuracy and completeness.
Critical thinking to identify gaps from missing data and present them in a clear manner to a company stakeholder
Strong attention to detail.
Ability to use independent judgement and take personal initiative.
Very teachable and tech savvy
Ability to plan and manage tasks/projects with minimal supervision.
Ability to establish and maintain effective working relationships with others.
Ability to maintain focus over an extended period.