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Records Assistant

3 months ago

Naples, United States The Phoenix Group Full time

Our client is seeking a Records Assistant in their Naples office


Responsibilities:

  • Support in Managing Records for Offices in Bonita Springs, Naples, and Palm Beach Gardens
  • Acquire proficiency in all functionalities of records management software (iManage/IRM)
  • Assist in meticulously managing daily tasks, including creating new client files (including Redwelds/inner folders upon request), adding to existing files, creating or updating client original document envelopes, and ensuring accurate and timely filing of client materials
  • Update file labels to reflect changes in client or matter names
  • Respond promptly to and address records requests, inquiries, and concerns from attorneys and staff
  • Coordinate the retrieval of files from off-site storage through online interfaces and process them upon receipt
  • Arrange for the return of files to off-site storage and schedule warehouse pickups
  • Participate in biannual file room purges and adjustments of file room shelves
  • Maintain the file room's cleanliness, organization, and supply inventory
  • Fulfill other assigned duties, which may include filing, scanning, and additional records-related projects as required
  • Assist colleagues and provide coverage for office services and reception duties as directed by the Florida Office Administrator, including file check-in, proper shelving, and archiving


Requirements

  • Must have personal transportation


The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.