Records Associate

Job Description

ABOUT JOB

The Records Associate is responsible for delivering exceptional customer service to our clients in Records services, including, but not limited to file and database maintenance, fulfilling client record requests and general records and office duties, as needed.

Job duties

• • Perform records services work according to established policies and procedures
  • Assess job requests, identify correct process needed to create and manage records files, and ensure appropriate completion throughout task lifecycle
  • Use established standards and formats to 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
  • Use customer service skills to 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
• May 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

Working conditions

• Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site
• Ability to work overtime as needed
• Work is performed in a professional work environment
• Professional attire required
• Must be able to work standing up all or most of the time

Qualifications

Job 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.
• Ability 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.
• Must be able to interact effectively with multi-functional and diverse backgrounds.
• Ability to work in a fast-paced environment.
• Must be self-motivated with positive can-do attitude.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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