Williams Lea is hiring for a Records Associate for our San Francisco office to work Monday to Friday 9:00 am to 6:00 pm!
Pay: $20.00/hourly
Benefits:
- Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)
- 401k Retirement Savings Plan Including Employer Match
- Paid Time Off (PTO)
- Life Insurance
- Paid Parental Leave
- Short-term & Long-term Disability
- Healthcare & Dependent Care Flexible Spending Accounts
- Domestic Partner Coverage
- Commuter Benefits
- Legal Assistance
- Employee Assistance Program (EAP)
The candidate for this Records Associate position will be responsible for delivering exceptional customer service to our clients within a corporate law firm environment. Work requirements include file creation, labeling, retrievals, transfers, destruction, tracking and also document scanning. This position requires regular professional written and verbal communication with our clients, other departments and vendors. Coordination of records scanning and retrieval projects with other departments and external vendors is also required for this position. Good working skills in Microsoft Word, Excel, Outlook, Adobe PDF, eDocs DM and Legal Key are essential for this position.
Job 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 file
Job Requirements:
- 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
- Record Management Software (LegalKEY, MDY FileSurf, IRM, etc.)
- 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
Who we are: In a rapidly changing world, the ability to innovate and break new ground drives progress. Williams Lea has harnessed this ability for more than 200 years.
Our 5,200+ talented employees worldwide are experts in delivering efficient business processes in complex and highly regulated environments.
We’re always progressing. Connecting technology with expertise and strong processes to transform support services. As we enter our third century, we continue helping businesses thrive in a future driven by digitization and virtualization.
It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity of expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.
Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing.
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What We Do
Williams Lea is the global provider of tech-enabled skilled business-critical support services to financial, legal and professional services firms, connecting people, processes and technology to streamline key business and administrative functions and helping companies adapt to a more virtual and digital workplace.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide. Williams Lea is backed by Advent International, one of the largest and most experienced global private equity investors.
