Records Associate

Job duties

• Perform records services work according to established policies and procedures
• Audit job requests, identify correct process needed to create and manage records files, and ensure appropriate completion throughout task lifecycle
• Create new records files, conduct data entry into records management database, prepare records and records boxes for off-site storage, as necessary
• Locate and retrieve records files, liaise with storage vendors when needed
• Adhere to record and document retention policies, including following up on the proper return, collect, and refiling of records
• Maintain and enhance customer relationships, or otherwise complete records requests to client satisfaction
• Demonstrate intermediate use of equipment/technology/software and hardware necessary to perform job functions
• Utilize appropriate logs and/or tracking software for all assigned work
• Prioritize workflow requests and meet contracted deadlines for accepting, completing, and delivering all work
• Communicate with peers, supervisor or client on job or deadline issues
• Handle sensitive and/or confidential documents and information
• May perform Quality Assurance on work of others
• Train new staff members
• Interact with clients in person, over the phone or electronically
• Adhere to Williams Lea policies in addition to client site policies
• Use equipment and supplies in a cost-efficient manner
• Troubleshoot basic equipment problems
• Assist Office Services or peer teams in other service lines, as needed
• Complete other tasks and assignments as assigned by management
• Be able to lift up-to 50 lbs. on a regular basis, including but not limited to pushing carts of files and lifting boxes of files

Qualifications

• High school diploma or equivalent
• Minimum (1) year office services experience preferably in a legal, banking or large corporate environment
• Skilled in the use of mail, phone, email, digital reprographics and mail equipment
• Familiar with general back office procedures to meet and maintain client satisfaction
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
• Good written and verbal communication skills, including professional telephone and email etiquette
• Attention to detail with good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Able to handle sensitive and/or confidential documents and information
• Able to make independent decisions that conform to business needs and policy
• Good problem-solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Must work well in a team environment
• Able to interact effectively with multi-functional and diverse backgrounds
• Able to work in a fast-paced environment
• Must be self-motivated with a positive can-do attitude