Job Title: Investigative clerk
Department: Office of Counsel
Immediate Supervisor: Director of investigations
Positions Supervised: None
Purpose of the Job: To provide administrative and clerical assistance to Office of Counsel personnel
Essential Job Responsibilities:
- Input data onto a spreadsheet from bank records, client ledgers, and related documents to reconstruct transactions in fiduciary and trust accounts.
- Extracting pertinent information from financial records and client files.
- Analyzing and generating spreadsheets and reports of financial and other evidence.
- Conducting computer research for public record checks and background information.
- Preparing and assisting Office of Counsel with correspondence.
- Making and receiving telephone calls, maintaining files, and assisting with evidentiary presentations.
Non-Essential Responsibilities:
- Assisting as back up to perform duties of other employees when needed, including reception and mail duties.
- Performing any other task assigned.
Accountability and Authority: The investigative clerk reports to and is directly supervised by the director of investigations and indirectly by the counsel.
Required Education, Experience, and Skills:
- High school diploma.
- Knowledge of basic accounting concepts and software (QuickBooks, FreshBooks, Xero, etc.)
- Proficiency in Microsoft Office applications including Excel, Word, and Outlook.
- Experience performing mail merges and using Adobe Acrobat.
- Ability to learn general computer applications, including database management, and a basic working knowledge of spreadsheet software.
- Excellent communication and problem-solving skills.
- Must be articulate and use correct grammar and spelling.
Working Conditions:
- Position is non-exempt in accordance with the Fair Labor Standards Act.
- Hours: 9:00 a.m. to 5:00 p.m., Monday - Friday, one-hour lunch break.
- Overtime: seldom, paid, or compensatory.
- Travel: seldom.
For Questions About this Position: Please email Martha Fletcher, human resources manager.
The North Carolina State Bar is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.
This job description is not an employment agreement or contract. Management has the right to alter this job description at any time without notice.
