Clerical Assistant job description template
If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.
What is a Clerical Assistant?
Clerical Assistants perform a range of administrative and clerical duties to support management executives and staff employees.
They prepare reports, files, and documents, process financial documents, and type forms, correspondence, memos, and other materials.
They manage calendars, schedule meetings, organize travel arrangements, and maintain databases and filing systems.
Clerical Assistants are also responsible for ordering supplies, managing inventory, and using office equipment to copy and scan documentation.
The top Clerical Assistant skills.
Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.
The job description, ready to post.
Copy it as written, or edit it until it sounds like your company. Both work.
Our company is looking for a detail-oriented Clerical Assistant to join our team. In this position, you will provide administrative and clerical support to staff employees. Your duties will include preparing and managing reports, files, and other documentation, organizing schedules, meetings, and travel arrangements, and processing financial documentation. You will also type and update forms and other correspondence and ensure the smooth flow of information across departments.
You will answer and direct phone calls, take messages, and receive and sort out the mail. Additionally, you will administer office operations, such as ordering office supplies and managing inventory. In the end, you will be responsible for assisting new employees and distributing files to appropriate departments.
As a Clerical Assistant, you should have excellent verbal and written communication, problem-solving, organization, attention to detail, and computer skills.
Duties and responsibilities
- Provide administrative and clerical support to staff employees and management executives
- Perform a range of clerical tasks, such as preparing and writing reports and files, filing documents, scheduling meetings, etc
- Manage calendars and travel arrangements
- Process applications for loans, insurance claims, and other financial documentation
- Administer office operations, such as ordering suppliers, maintaining equipment, and managing inventory
- Answer and direct phone calls and take messages
- Receive and sort out daily mail and arrange pickups for packages
- Type and update forms, correspondence, memos, and other materials
- Maintain filing systems for efficient record keeping and easy retrieval
- Take minutes and important notes during meetings
- Arrange catering services, room setup, and speakers for meetings and conferences
- Organize and distribute files to appropriate departments
- Utilize office equipment to send faxes, make copies, and scan documents
- Monitor and assist new employees
Requirements
- High school diploma or GED
- An Associate’s degree in office management or office administration is advantageous
- Relevant administrative certification is preferred
- Previous working experience as an administrative or office assistant
- Strong computer knowledge with the ability to use database systems and MS Office
- Familiarity with office management systems
- Exceptional verbal, written, and typing skills
- Excellent organization and time management
- Strong attention to detail and confidentiality
- Problem-solving
Take the template with you
Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.
What education this role needs.
Even though a high school diploma or GED is often a sufficient requirement for Clerical Assistants, employers would prefer if candidates have an Associate’s degree in office management or office administration.
Further education provides candidates with knowledge of business law, accounting, finance, and other areas.
Desirable candidates typically enroll in certification programs offered by the International Association of Administrative Professionals to gain more knowledge and expand their skill set.
Sample interview questions for a Clerical Assistant.
Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.
- What adjectives describe you the best?
- Did you have a dream job when you were younger?
- Could you tell us about your first job?
- Could you tell us more about your educational background?
- What credentials do you possess that make you suitable for this position?
- Are there any specific reasons you decided to quit your previous job?
- How do you stay organized and prioritize duties during busy hours?
- What is your process for maintaining the accuracy of your work?
- Do you have any experience with bookkeeping and accounting duties?
- What database tools and data management systems are you most familiar with?
- What would you do if you noticed you made a significant mistake in one of the reports?
- What is your experience with managing office supplies and inventory levels?
How much to pay when hiring.
Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.
Hourly equivalents run from $9 at the 10th percentile to $20 at the 90th.
Candidates may apply under a different name.
Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.
Three titles, one description.
Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.
Office Assistant
Office Assistants generally help office workers and managers in a variety of sectors.
$39,385 medianOffice Manager
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$51,476 medianClerk
Clerks work in many different office settings and industries, where they perform various administrative and clerical tasks to support the business.
$30,499 medianFrequently asked questions.
What do Clerical Assistants do?
Clerical Assistants perform a wide range of administrative and clerical tasks to support and assist staff employees and management executives.
They manage schedules, answer phones, prepare and file reports and documents, manage database systems, arrange meetings, conferences, and travel arrangements, and monitor office suppliers and inventory.
Do Clerical Assistants need previous working experience?
Most employers require their Clerical Assistants to have at least one year of working experience in an office setting.
If this is not the case, they often provide on-the-job training for new employees.
What skills should Clerical Assistants have?
Clerical Assistants should have strong written and verbal communication, problem-solving, organization, attention to detail, and computer skills.
How much do Clerical Assistants earn annually?
Clerical Assistants typically earn between $18,000 and $41,500 per year.
Other job description templates.
Same format, same free, same median pay data. Browse the full library if the role you are hiring for is not here.
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