Document & Data Management Coordinator

Posted 3 days ago

Description

Document and Data Management Coordinator/File Clerk

Excellent documentation management is critical to our ability to serve clients. For most of our clients, we receive mail from health care providers, government agencies, financial institutions, and others. It is imperative that we handle the mail with speed, diligence, consistency, and a focus on HIPAA and privacy requirements.

In some cases, the employee will be required to retrieve and/or deliver items, with daily round‑trip distances of up to 100 miles. A company vehicle is available for these tasks.

Light office coordination work is also included.

• Receive, sort, and distribute incoming and outgoing mail
• Retrieve and transport incoming mail and packages in compliance with firm procedures and security guidelines
• Scan, upload, and index documents according to the firm’s document management system
• Record incoming mail activity in the billing system
• Maintain physical and electronic client files in accordance with firm protocols, including off-site storage
• Ensure proper document naming, organization, and file integrity
• When needed, submit court documents in person

• Perform general clerical and administrative support duties
• Manage office coverage and logistics (phone, utilities, supplies, etc)
• Manage/distribute mail
• Manage equipment (vehicles, furniture, other equipment)
• Maintain team contact info
• Maintain employee benefits and other reference information
• Able to complete local errands of up to 100 miles round‑trip

• Prior clerical, law, or medical office, or file management experience preferred
• Excellent written and verbal communication skills
• Ability to work within a high‑functioning team
• Strong organizational and problem‑solving skills
• Strong attention to detail
• Ability to handle confidential information with discretion
• Ability to follow established procedures and work under direction
• Valid driver’s license and vehicle insurance required
• High school diploma or equivalent required; college education preferred

$50,000 - $70,000 yearly

Browning & Associates, P.

C. is a professional guardianship firm located in Bingham Farms, Michigan, serving clients in the Southeast Michigan and Lansing areas.

We help adults with cognitive impairments have the best quality of life. We serve as professional guardians, conservators, and trustees for people with cognitive impairments. We support clients with decisions about all aspects of their lives: residential, financial, health, and well‑being.

We are a dynamic group of 14 people. We have a strong culture of collaboration, teamwork, excellence, respect, and integrity.