Under supervision of the Financial Services Director, the position performs basic records management duties related to financial records for the Village of Indiantown. These duties include copying, scanning, and indexing, and working with the Village Clerk's Office to archive or destroy paper records in accordance with applicable record retention laws. The incumbent filling this position will be working primarily with staff in the Financial Services Department and the Village Clerk's Office. On occasion, the candidate filling this position may need to work with both internal and external customers of the Village, including department staff, department directors, members of the Village Council, vendors, and other points of contact within external local government and state agencies.

　　Select Duties and Responsibilities:

　　Scans paper financial records into electronic document management system; indexes financial records using defined key words for electronic records retrieval, reporting, and records retention purposes.Performs record searches and pulls and delivers paper records as needed.Assists with oversight and maintenance of departmental records inventory; monitors financial records and assists Clerk's Office in assigning and tracking records retention and destruction schedules.Conducts research and resolves discrepancies with assigned records; escalates issues to staff or to the Financial Services Director for resolution as required.Assists with creating and maintaining documented processes and procedures for position duties as required and approved by the Financial Services Director; maintains logs and schedules for individual and department function tasks.Communicates and responds to requests for status updates and general inquires; follows up and resolves issues in a timely manner.Comfortable with leveraging technology to maximize the efficiency, consistency, and accuracy of assigned areas of responsibility; assists with helping develop business process workflows and business process improvement; participates as required in the testing of newly implemented or upgrades in information systems related to financial services.Demonstrates critical thinking and applies principles of sound logic; identifies and defines problems, obtains empirical evidence, and draws valid conclusions.Maintains consistent lines of communication with management and staff with changes and developments within areas of awareness and assignment; escalates issues to the attention of management in a timely manner, as appropriate and as conditions warrant.Maintains established organizational/departmental productivity standards.