Records Clerk - Temporary Position

 

POSITION SUMMARY: 

The temporary Records Clerk will be responsible for on-going projects related organizing, maintaining, and disposing client files. Under the general supervision of the Records Manager, the Records Clerk is responsible for transferring, tracking, preserving, and/or disposing of files at the end of their retention period. This role requires strong attention to detail and organizational skills, along with the ability to work collaboratively and individually to meet project timelines. 

 

KEY RESPONSIBILITIES: 

·        Communicates regularly with Records team members to coordinate the transfer of files from off-site storage. 

·        Liases with vendor contacts and facilitates file requests from/returns to various storage facilities. 

·        Reviews and tracks file locations for all offices and shares file locations upon request. 

·        Ensures client records are maintained in compliance with with firm policies and regulatory requirements. 

·        Processes files for preservation or secured disposition at the direction of the Records Manager. 

·        Prepares physical files for storage and/or disposition for all offices. 

·        Scans paper documentation and verifies that scan is clear, legible, and searchable. 

·        Routes file requests to Legal Administrative Assistants and/or Records Manager, or other firm members as needed. 

·        Coordinates shredding and disposition for the Billings office. 

·        Communicates regularly via telephone and email. 

·        Adheres to all personnel policies and practices. 

·        Performs other related duties and tasks as assigned. 

 

KEY SKILLS: 

·        Strong customer service and interpersonal skills are required to communicate effectively and professionally with all levels of personnel. 

·        Able to maintain strict confidentiality of client and firm information. 

·        Able to work in collaboration within a team and independently. 

·        Able to learn new skills as technology evolves. 

·        Possesses excellent attention to detail, follows up on projects, and follows through on deliverables. 

·        Able to develop and apply comprehensive planning and organizing strategies to ensure tasks and projects are appropriately prioritized and resources are used effectively and efficiently. 

·        Able to work under tight deadlines, handle multiple detailed tasks, and anticipate when help will be needed from department members. 

·        Flexible and able to respond quickly and positively to shifting demands and opportunities. 

·        Able to effectively work in a multi-office environment and a culturally and educationally diverse environment. 

·        Has good written form as well as efficient in spelling and grammar. 

·        Must have good technical and interpersonal communication skills. 

·        Adapt to shifting priorities. 

·        Ability to use resources to formulate sound decisions.

MINIMUM QUALIFICATIONS: 

PHYSICAL REQUIREMENTS:
 
·        Prolonged periods sitting at a desk and working on a computer.
 
·        Must be able to lift up to 25 pounds at times.
 
·        Must be able to bend, lift, stretch, and climb.