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Records Associate - Mon - Fri 8am-5pm

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Williams Lea

1mo ago

  • Job
    Full-time
    Junior Level
  • Los Angeles

AI generated summary

  • You need a high school diploma (higher education preferred), 2 years' experience in legal/banking, record-keeping skills, MS Office proficiency, attention to detail, and strong communication abilities.
  • You will manage records, conduct data entry, ensure compliance with retention policies, provide customer service, troubleshoot equipment, and assist with other tasks while maintaining confidentiality.

Requirements

  • Highschool 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

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

FAQs

What are the working hours for the Records Associate position?

The working hours for the Records Associate position are Monday to Friday from 8:00 am to 5:00 pm.

What is the pay range for this job?

The pay range for the Records Associate position is $21.00 to $24.00 per hour.

What benefits are offered for this position?

Benefits include various health insurance options, a 401k retirement savings plan with employer match, paid time off (PTO), life insurance, paid parental leave, short-term and long-term disability, and more.

What are the essential job duties for a Records Associate?

Essential job duties include performing records services work, assessing job requests, managing records files, conducting data entry, adhering to retention policies, and providing customer service.

Is previous experience required for this position?

Yes, a minimum of 2 years' experience is preferred, ideally in a legal, banking, or large corporate environment.

What qualifications are necessary for this role?

A high school diploma or equivalent is required, with higher education preferred or equivalent work experience. Knowledge of MS Office and records management software is also preferred.

Are there physical requirements for this job?

Yes, the position requires the ability to lift up to 50 lbs regularly, including pushing carts of files and lifting boxes.

Will I need to work overtime?

Yes, the position may require overtime as needed.

What type of work environment can I expect?

The work is performed in a professional office environment, and professional attire is required.

Does Williams Lea have a policy on equal employment opportunities?

Yes, Williams Lea ensures equal employment opportunity without discrimination or harassment based on various protected characteristics.

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Williams Lea

The leading global provider of business-critical support services to financial, legal & professional services firms.

Consulting
Industry
5001-10,000
Employees
1820
Founded Year

Mission & Purpose

Williams Lea is a global provider of business-critical support services, specialising in document management, digital transformation, and business process outsourcing. Their ultimate mission is to help organisations enhance efficiency and improve performance by delivering innovative solutions and operational excellence. The purpose of Williams Lea is to enable clients to focus on their core business activities while they manage the essential support functions, thereby driving productivity and creating value for their clients.