Margin Clerk jobs in San Francisco, CA

• Log, sort, scan, and manage incoming and outgoing postal mail.
• Scan and index participant documents to ensure a complete electronic administrative record.
• Respond or assign customer service inquiries/tickets to the appropriate staff.
• Retrieve and return participant files to the document warehouse.
• Review files and purge documentation in accordance with the Authority’s Administrative Plan.
• Implement the process for file management, including shredding documents according to the applicable retention requirements.
• Assist with initial and follow-up notifications (phone calls, emails, and postal mail) to clients relative to program eligibility and continued occupancy.
• Assist with scheduling and rescheduling appointments for intake and continued eligibility.
• Review waitlist applicant status letters, update a spreadsheet tracker, update the system of record, and resend mail with forwarding addresses.

*All additional duties as assigned by supervisor.

Qualifications/Experience:

• One (1) year of experience working with scanning, indexing, and data entry
• Preferred (2) years of relevant experience.

Job Type: Full-time

Pay: $23.08 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• San Francisco, CA 94124: Relocate before starting work (Required)

Work Location: In person