Documentation Clerk - Remote

Description of Responsibilities:

As a Documentation Clerk, your primary responsibility is to assist analysts by compiling, managing and extracting information from documents submitted for review by our clients. You'll collaborate closely with the Research team to ensure the timely delivery of client reports by following established protocols. This role involves classifying documents, performing data entry, and tracking the receipt of documents. Additionally, you'll be tasked with documentation duties as assigned.

Required Skills and Competencies:

• Strong attention to detail and accuracy in handling documentation.
• Proficiency in data entry and document classification techniques.
• Excellent organizational and time management skills to meet deadlines efficiently.
• Effectively manage assignments with competing deadlines by organizing tasks and adjusting priorities, while ensuring high‑quality results.
• Strong interpersonal communication and ability to work effectively with others to meet team goals.
• Ability to follow established protocols and procedures precisely.
• Strong written and verbal communication skills.
• Strong written and verbal communication skills, ensuring that client inquiries are professional, well‑structured, and easy to understand.
• Maintain positive, productive interactions with colleagues, partners, and clients by adapting communication style to the audience and context.
• Strong critical thinking and problem\-solving skills.
• Proficiency in using Microsoft Office Suite (Word, Excel, Outlook) and database management.
• Self\-starter with ability to work independently and collaboratively in a remote team environment.

Experience and Education Requirements:

• Associate or bachelor’s degree, preferably in business administration, records management, or a related field.
• Minimum 1\-3 years of experience in a client servicing, documentation, records management, administrative or data entry role.
• Experience working in a data\-intensive environment (e.g. legal, healthcare, financial services) is a plus.

Physical Requirements:

• Ability to sit for extended periods while performing computer\-based tasks.
• Frequent use of computer, keyboard, and office equipment.

Remote Work Environment Requirements:

• Dedicated, quiet workspace free from distractions to maintain focus and accuracy.
• Reliable high\-speed internet connection to support secure document processing and collaboration.
• Ability to meet deadlines in a remote setting while maintaining attention to detail.
• Strong self\-discipline and time management skills to work independently and efficiently.
• Comfortable using remote communication tools (e.g. email, Microsoft Teams, Zoom) for team collaboration.

Adaptability \& Problem\-Solving Requirements:

• Ability to adapt to evolving document workflows and new technology.
• Strong analytical skills to identify inconsistencies or missing information in documents.

Harvest Valuations LLC is an equal opportunity employer. In accordance with anti\-discrimination law, it is the purpose of this policy to effectuate these principles and mandates. Harvest Valuations LLC prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Harvest Valuations LLC conforms to the spirit as well as to the letter of all applicable laws and regulations.