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Records Associate

1 month ago

Miami FL USA, United States Williams Lea Group Limited Full time
Job Summary

We are seeking a skilled Records Associate to join our team at Williams Lea Group Limited. As a Records Associate, you will be responsible for delivering exceptional customer service to our clients in Records services, including file and database maintenance, fulfilling client record requests, and general records and office duties.

Key Responsibilities
  • 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.
  • 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.
Requirements
  • High school diploma or equivalent required. Higher level education preferred or equivalent work experience.
  • Minimum 2 years' experience preferably in a legal, banking or large corporate environment.
  • Legal records services, record-keeping, records management experience.
  • Intermediate skill in the use of MS Office software (Word, Excel).
  • Knowledge of software programs for legal records services, records management or record-keeping preferred.
  • Knowledge of a legal timekeeping or job tracking system is preferred.
  • Ability to work in a fast-paced, team environment, working both independently and collaboratively.
  • Ability to prioritize work, balance projects and meet deadlines in a timely manner.
  • Attention to detail with good organizational skills and emphasis on accuracy and quality, even with high volume of repetitive tasks.
  • Ability to handle sensitive and/or confidential documents and information.
  • Ability to make 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.
  • Good written and verbal communication skills, including professional telephone and email etiquette.
  • Must be self-motivated with positive can-do attitude.
  • Proven customer service skills are required to create, maintain and enhance customer relationships.
  • Must be able to interact effectively with multi-functional and diverse backgrounds.
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.
  • Hazards include working with office machines (computers, peripherals, copiers, faxes, scanners, bindery equipment, paper cutters, paper, toner) and cleaning supplies.
  • Must be able to work standing up all or most of the time.