Records/Information Governance Specialist

Position Summary

The Records Specialist (Information Governance Operations Technician) is responsible for performing general information management tasks including maintaining client information in both physical and electronic formats. The individual must have the ability to work in an organized, efficient manner with strong attention to detail, while working independently with minimal supervision.

Key Responsibilities

• Completes core information management services including: Label review, validation, printing, and provision
• Indexing material into RMS database
• Location tracking, updating, and continuous review of accuracy of RMS
• Onsite, offsite, and electronic collection audits
• Processing collections for transfers for departing attorneys and clients
• Cooking and auditing of files under Ethical Wall or Legal Hold
• Making monitoring usage and compliance in electronic repositories
• Locating and retrieving files in response to requests from authorized users
• Generating routine and ad hoc reports from the Records Management database
• Responding to end user questions, providing solutions that adhere to Information Governance policies and standards
• Aiding with office moves and movement of files
• Monitoring access to physical and electronic confidential information
• Identifying non-compliance with Information Governance policies or practices and escalating as appropriate
• Working with client teams and administrative personnel to build compliant workflows and practices
• Participating in departmental projects and initiatives
• Identifying and organizing content in electronic repositories
• Participating in video meetings on camera
• Performing other general administrative duties as assigned

Qualifications

• High attention to detail, outstanding organizational skills, and the ability to manage time effectively
• Excellent interpersonal and communication skills (oral and written), and professional demeanor and presentation
• Strong problem-solving skills, takes initiative and uses good judgment, and has excellent follow-up skills
• Ability to work under pressure to meet strict deadlines, adapt to a fast-paced environment to achieve business goals and objectives
• Highly motivated, self-starter who can work well under minimal supervision, as well as take a proactive approach in being team-oriented
• Recognize confidential, sensitive, and proprietary information and maintain confidentiality
• Ability to establish and maintain effective working relationships with all levels of the organization and collaborate well in a team
• Commitment to continuous education and development within the discipline

Skills & Competencies

• Technology proficiency with Windows-based software and Microsoft Word, Powerpoint, Excel and Outlook
• Experience with Records Management Systems such as FileTrail or LegalKEY
• Excellent computer skills and the ability to learn new software applications quickly
• Demonstrates a basic understanding of artificial intelligence (AI), including core capabilities, limitations, and importance of data privacy, accuracy, verification, and ethical considerations within a professional services environment
• Proactive approach to learning and adapting to emerging AI and related technologies and contributes to a culture of innovation

Expected Pay Range

The Expected Pay Range For This Position Is $31.67 - $33.24 per hour Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law.

Benefits

• Full time employees may be eligible for a discretionary bonus
• Health insurance with an optional HSA
• Short term disability, long term disability
• Dental insurance, vision care
• Life insurance
• Healthcare and Dependent Care Flexible Spending Accounts
• 401K
• Vacation, sick time
• An employee assistance program
• Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance
• Pursuant to the San Francisco Fair Chance Ordinance and the California Fair Chance Act, we will consider for employment qualified applicants with arrest and conviction records