Legal Records Coordinator

Posted 5 Days Ago
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Philadelphia, PA
Hybrid
5-7 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Legal Records Coordinator oversees the management of the firm's information assets, ensuring compliance and operational effectiveness. Responsibilities include developing governance procedures, managing records disposition, leading strategic projects, and collaborating with IT for effective records management practices. This role requires communicating with stakeholders and generating compliance reports.
Summary Generated by Built In

Job Description
Join the Legal Records Management team which is driving information governance, reducing risk, and delivering operational effectiveness for the Legal department.
As a Legal Records Coordinator within our in-house legal department, this key role entails managing the firm's information assets, ensuring their accuracy, maintenance, and accessibility. You will be an active member of strategic projects, write governance procedures, and manage data repository dispositioning. You will work with a team to streamline the department's information management throughout its lifecycle, contributing to the efficiency and productivity of our operations. You will also be involved in managing departmental projects, processes, and assignments, while playing a crucial part in executing the Firm's strategic plan pertaining to the Records Management Program. We seek a leader who can not only manage but also innovate and improve our information management practices.
The Legal Records Coordinator will drive strategy, implementation, and deployment of records management firmwide processes and procedures, deliver effective communications, conduct comprehensive training as prescribed by the JPMC guidelines, and serve as the Records Management Subject Matter liaison in support of Legal department matters. Additionally, you will have responsibilities in sustaining, monitoring improvement trends and presenting opportunities to senior management.
Job responsibilities

  • Develop, write, and maintain detailed procedures for records management operations, ensuring clarity and compliance with regulatory requirements
  • Leads Records Management program initiatives to drive changes in working practices department culture to accelerate the adoption of electronic recordkeeping practices
  • Conducts analysis of files stored in firm approved records repositories
  • Provides guidance to firm personnel at all levels on the firm's records management policy and information governance processes
  • Drafts, reviews and/or presents proposals, project plans, status reports, metrics, and other information in a format and style appropriate for the intended audience
  • Communicates directly with senior stakeholders and members of the Legal department and other partners; states areas of concern, addresses questions, and/or resolves outstanding issues with the appropriate parties
  • Proposes new and improved workflows for client and administrative records retention review.
  • Take the lead in generating and managing compliance and audit reports, including retention schedules and destruction logs, turning data into actionable insights
  • Collaborate with IT teams to effectively manage, operate and maintain information technology systems, including the implementation of new records management policies and document management system retention guidelines


Required qualifications, capabilities, and skills

  • Candidates with an educational and technical background from a wide variety of disciplines including information technology, Legal, compliance, information management, and/or records management will be considered. An undergraduate degree from an accredited four-year institution is required
  • 5+ years' experience in a role relating to risk management, information governance, records management, information technology, data protection, and/or e-Discovery.
  • Demonstrated ability to deliver clear, concise, and factually accurate written and oral communications appropriate for the intended audience
  • Proficiency in Document Management Systems (DMS), with preference given to candidates with a working knowledge of iManage Work in a legal setting, including matter workspace and document security
  • Proficiency in Microsoft applications, (e.g., Word, Excel, PowerPoint, Access, Teams, and Vision
  • Prior experience with iManage, MS SharePoint, OneDrive, DocuVault, or Accutrak recordkeeping applications


Preference will be given to candidates with law firm or in-house legal records management experience
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
With large, global operations, the Legal team tackles complex issues and helps shape the regulations that affect the businesses. The group is organized into practice groups that align with the lines of business and corporate staff areas, which encourages collaboration on legal, regulatory and business developments as they arise.

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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