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Records Lead - Mon - Fri 8am-5pm

  • Job
    Full-time
    Mid Level
  • Legal
    People, HR & Administration
  • Washington

AI generated summary

  • You must have a high school diploma, 4+ years in records management, strong leadership and MS Office skills, attention to detail, customer service experience, and the ability to manage confidential information.
  • You will manage job intake, delegate tasks, ensure quality assurance, train staff, interface with clients, handle sensitive documents, lead projects, and suggest process improvements.

Requirements

  • Highschool diploma or equivalent required. Bachelor's degree preferred or equivalent work experience
  • Minimum 4 years' experience preferably in a legal, banking or large corporate environment
  • Demonstrated experience leading team members
  • Advanced skill in legal records services, record-keeping, records management, information governance, matter mobility in a physical, virtual, or electronic records environment
  • Advanced skill with records software programs supporting legal records services, including strength in alpha-numeric filing formats
  • Strong knowledge in records terminology (terms of media, category, standard title, etc.), file management and retention procedures
  • Advanced skill in the use of MS Office software (Word, Excel)
  • Ability to use HR Information systems, timekeeping, and job tracking systems
  • Ability to check work of other team members as part of the established quality assurance (QA) procedure
  • Ability to coordinate and maintain relationships with external vendors
  • 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
  • Strong attention to detail with good organizational skills and emphasis on accuracy and quality
  • Ability to handle sensitive and/or confidential documents and information
  • Ability to make independent decisions that conform to business needs and policy with little oversight
  • Ability to troubleshoot more complex or advanced tasks, equipment, or software concerns on own; understands when to escalate a problem to a supervisory level
  • Excellent verbal and written communication skills, including professional telephone and email etiquette in the face of immediate deadlines and pressure
  • 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

  • Use established customer service skills to provide job intake, prioritize jobs, and delegate duties to team members according to policies, procedures and client needs
  • Thoroughly assess job request and identify correct process needed to create and manage service requests
  • Direct Quality Assurance process to maintain efficient workflow and assure client satisfaction
  • Utilize appropriate logs and/or tracking software for all assigned work, and monitor the work produced by the team to ensure quality throughout task lifecycle
  • Ensure self and team provide outstanding service to client, build strong customer relationships, meet contracted deadlines for accepting, completing, and delivering all work to client satisfaction
  • Lead team members in completing large or complex jobs i.e. large numbers and/or complex requests
  • Use extensive knowledge and judgment in records services to navigate unclear requests to ensure compliance with established policies for retention, matter mobility and information governance; provide guidance to team members when interacting with clients on the same
  • Act as a subject matter expert regarding the records management database, records policies and procedures
  • Interface and liaise with clients and vendors, peers and other colleagues for any records requests or records software requests
  • Lead projects, as needed
  • Produce required reports on schedule
  • Suggest improvements to established procedures
  • Resolve operational problems, and communicate with peers, supervisor or client on job or deadline issues
  • Train new or junior staff members
  • Help foster a proactive environment of continuous service enhancement and relationship building with the client
  • Process tasks and conduct activities for direct reports in HR Information System, most often for Time and Absence-keeping, or others as required.
  • Handle sensitive and/or confidential documents and information
  • Assist peer teams in other service lines, as needed
  • Complete other tasks and assignments as assigned by management
  • Professionally 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
  • 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 Lead position?

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

What is the pay range for the Records Lead position?

The pay range for the Records Lead position is $27.00 to $30.00 per hour.

What benefits are offered to Records Lead employees?

Benefits for Records Lead employees include various health insurance options, 401k retirement savings plan, paid time off, life insurance, paid parental leave, short-term and long-term disability, and more.

Is there a requirement for previous experience in this role?

Yes, a minimum of 4 years' experience in a legal, banking, or large corporate environment is required for this position.

Is a college degree required for the Records Lead position?

A high school diploma or equivalent is required, while a Bachelor's degree or equivalent work experience is preferred.

What skills are necessary for the Records Lead role?

Necessary skills include advanced record-keeping and management skills, proficiency in MS Office, strong attention to detail, excellent communication skills, and the ability to lead and coordinate a team.

Are there physical requirements for this job?

Yes, the job may require the ability to lift up to 50 lbs, including pushing carts of files and lifting boxes of files.

What is the work environment like for the Records Lead position?

The work environment is professional, and the position may involve working standing up most of the time.

Are there opportunities for training in this role?

Yes, the Records Lead is expected to train new or junior staff members.

Does the company have a policy on equal employment opportunity?

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

Is drug testing required for this position?

Yes, Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing.

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.