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Records Associate - Mon - Fri 9am-5:30pm

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Legal
  • New York

AI generated summary

  • You need records management software experience, a high school diploma, legal records experience, and strong communication skills. Must handle confidential materials and lift 50 lbs.
  • You will manage records through data entry, file creation, and revisions, ensure document retention compliance, coordinate scanning projects, and maintain confidentiality while tracking files and productivity.

Requirements

  • * Records Management software experience needed ( iRM knowledge a plus, LegalKey , Accutrac, File Surf, iCompli )
  • * High school diploma or equivalent, college degree preferred
  • * Prior legal records experience required
  • * Excellent attention to detail and strong consistent task focus
  • * Professional, effective written and oral communication skills
  • * Excellent interpersonal and teamwork skills
  • * Effectively complete tasks without constant supervision
  • * Ability to multi-task and meet multiple deadlines
  • * Intermediate Windows 10 based computer skills required
  • * Good working skills in Microsoft Word, Excel and Outlook required
  • * LegalKey and eDocs DM experience required
  • * Document scanning and Adobe PDF toolset experience preferred
  • * Ability to handle sensitive and/or confidential materials required
  • * Capacity and willingness to climb short ladders/step stools
  • * Must be able to lift up to 50 lbs. and push carts full of files on a regular basis
  • * Able to load, push, and unload carts of boxes or files as needed
  • * Capable of understanding client inquiries and providing effective responses
  • * This position will require proof of Covid-19 vaccination.

Responsibilities

  • Following all established internal Records procedures
  • Creation of new files and revision of existing files
  • Data entry into the records management database
  • Adhering to document retention policies
  • Labeling, moving and shelving files
  • Follow-up on checked-out files as needed
  • Process and file incoming records under their respective client matters
  • Participate in diverse ongoing Records projects regularly
  • Coordinate and track scanning projects between Records and other departments
  • Daily scanning of documents using computer desktop scanners and Adobe PDF
  • PDF quality control, profiling and saving to the Document Management System
  • Using a handheld barcode scanner to track the location and movement of internal files
  • Track and retrieve files from internal or external locations as needed for client requests
  • Processing inactive and closed files in preparation for transfer to off-site storage
  • Work with offsite storage vendors on retrieval/storage of files via web interface or phone
  • Routing and tracking of locked shred bins managed by Records for the firm's NY office
  • Maintaining daily productivity tracking logs of all department activities and projects
  • Research of client and matter information in various firm databases as needed
  • Working on any other reasonable request for Records related assistance
  • Maintaining the highest levels of confidentiality of all firm records and 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 9am to 5:30pm.

What is the hourly pay for this position?

The hourly pay for the Records Associate position ranges from $19.00 to $20.00 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, flexible spending accounts, domestic partner coverage, commuter benefits, legal assistance, an employee assistance program (EAP), and additional employee perks and discounts.

Is prior legal records experience required for this position?

Yes, prior legal records experience is required for the Records Associate position.

What technical skills are necessary for this role?

Candidates should have working skills in Microsoft Word, Excel, Outlook, and experience with Records Management software such as LegalKey and eDocs DM. Familiarity with document scanning and Adobe PDF tools is preferred.

Do I need to be vaccinated for Covid-19 to apply?

Yes, this position will require proof of Covid-19 vaccination.

What are the physical requirements for the Records Associate position?

Candidates must be able to lift up to 50 lbs., push carts full of files regularly, and have the capacity and willingness to climb short ladders or step stools.

Is there an opportunity for career advancement at Williams Lea?

Yes, Williams Lea is dedicated to employee development and offers opportunities for growth and advancement within the organization.

What is the work environment like for a Records Associate?

The work environment is within a corporate law firm, requiring exceptional customer service, regular communication with clients, and collaboration with various departments and external vendors.

Is a college degree required for this position?

A high school diploma or equivalent is required, but a college degree is preferred.

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.