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Job PurposeThe Legal Records & E-Discovery Analyst is a valued member of the Records Management & E-Discovery team within Legal. The Analyst collaborates with stakeholders across the enterprise to ensure compliance with records management policies and procedures, performs e-discovery tasks, and carries out a variety of complex legal and operational tasks, both independently and as part of a team.
Essential Responsibilities- Ensures company records are managed in accordance with state and federal requirements, internal policies and procedures, and records management best practices.
- Evaluates records management policies, procedures, and systems to support the efficient and effective administration of company records and information throughout the records lifecycle.
- Reviews team mailbox inquiries, performs research, and ensures timely responses.
- Supports records management projects by assisting with project plans, timelines, roadmaps, action items, stakeholder communications, and completion tracking.
- Reviews regulatory requirements and operational business needs to determine appropriate company record retention periods.
- Coordinates legal hold issuance, release, and quarterly review/reminder processes, utilizing the applicable software platform, in collaboration with the Matter Management team.
- Performs e-discovery activities, including assisting with data preservation, collection, review coordination, production tracking, and related matter support as needed.
- Manages various request, review, and approval processes handled by the Records Management & E-Discovery team.
- Develops reporting, metrics, presentations, FAQs, and other materials to communicate project status, support awareness initiatives, and drive stakeholder engagement.
- Adheres to records management policies and procedures while exercising sound judgment in escalating issues as appropriate.
- Participates in training and awareness initiatives, including the development and presentation of records management programs and key initiatives to departments and teams as needed.
- Manages a network of departmental record coordinators who assist with the inventory and disposition of company records in an efficient and compliant manner.
- Drafts emails, letters, memoranda, reports, meeting notes, and summaries as needed.
- Tracks and evaluates industry trends, best practices, and improved methods or technologies related to records management.
- Supports other Legal initiatives as needed.
- Builds and fosters relationships across the enterprise.
- Performs other duties and/or projects as assigned.
- Strong verbal and written communication skills.
- Effective organizational, time management, and problem-solving skills.
- Ability to track, research, analyze, and recommend action based on applicable rules and regulations.
- Detail-oriented and focused on accuracy.
- Ability to handle multiple priorities in a fast-paced, quickly changing environment.
- Solid interpersonal skills and ability to establish and maintain effective working relationships with peers and senior management.
- Willingness to be flexible and adaptable.
- Ability to maintain a high degree of confidentiality and professionalism while operating in a collegial environment.
- Achievement-oriented and able to take on challenges.
- Ability to productively contribute to a team environment and work remotely as needed.
- Ability to be proactive and take full ownership of projects and tasks assigned.
- Demonstrated initiative and ability to work with little or no supervision.
- Open to constructive feedback.
- Working knowledge of Microsoft Office applications and SharePoint software.
- Associate's Degree or equivalent experience required.
- 3+ years of professional work experience required.
- Experience in audit, compliance, legal, operations, project management, records management, or risk functions preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Skills Required
- Associate's degree or equivalent experience
- 3+ years of professional work experience
- Experience in audit, compliance, legal, operations, project management, records management, or risk functions
What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC. SMPR1292 03/23






