What are the responsibilities and job description for the Records Management Coordinator position at Armstrong Teasdale?
Reports To : Records Manager
Summary Description : The Records Management Clerk is a vital position to the Firm that ensure all files are properly opened, closed, stored, and maintained.
Essential Functions : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Facilitates the record retention program to ensure adequate security and safeguarding of client files
- Facilitates the review, organization, indexing and transfer of files to clients or outside third parties
- Processes daily downloads for opening new files, and prints and distributes new files
- Tracks and maintains the location of files for local office
- Assists in file closing, updates records and prepares for storage including record retention timelines
- Performs edits of the client files in Tab Fusion
- Generates additional subfolders
Competencies :
Preferred Experience :
Supervisory Responsibilities : N / A
Physical Activity : The employee will be required to sit for prolonged periods and work on a computer; some physical lifting and bending will be required; employee should be able to lift a minimum of 5 pounds
Travel Required : N / A
Other Duties : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
EEO Statement : Armstrong Teasdale is an equal opportunity employer and will make all employment decisions without regard to race, color, religion, national origin, ancestry, age, sex, pregnancy, marital status, sexual orientation, gender identity, citizenship status, disability, veteran status or other protected status, in accordance with federal, state and local laws. At Armstrong Teasdale, we define diversity and inclusion broadly and focus on helping professionals of all races, religions, national origins, gender identities, ethnicities, sexual orientations and physical abilities feel a sense of belonging. Diversity and inclusion are core values of the firm, and we recognize the richness they bring to our workplace.
