What are the responsibilities and job description for the Records Clerk position at Robert Half?
Job Description
Job Description
We are seeking a Records Clerk to join our team in San Jose, California. This role is crucial to our operations, focusing on the management and organization of both physical and electronic records. As a Records Clerk, you will be involved in the review, retrieval, and destruction of records in compliance with our company policies. This role offers an exciting opportunity for those adept at maintaining detailed records and working in a collaborative environment.
Responsibilities
- Review files in off-site storage to identify records that can be destroyed or need further review.
- Direct the destruction of certain records by Iron Mountain.
- Request delivery of records that need to be reviewed in person, examine the contents, and destroy records in accordance with our destruction policy.
- Document all actions taken in ProLaw.
- Assist with the transfer in / out of client files as needed.
- Step in to run daily conflicts reports when the primary person responsible is unavailable.
- Collaborate with records staff, managers, and shareholders to ensure proper destruction and retention of records.
- Communicate effectively with team members and Iron Mountain employees.
- Utilize your skills in Calendar - Docket and Record Keeping, and familiarity with Iron Mountain.
- Minimum of 3 years of experience in a similar role as a Records Clerk or in Records Management
- Proficiency in using Calendar - Docket software for scheduling and tracking purposes
- Solid experience in Record Keeping, demonstrating a high level of organization and attention to detail
- Familiarity with Iron Mountain, or similar records management systems, to store and manage records
- Ability to manage and prioritize multiple tasks simultaneously in a fast-paced environment
- Excellent written and verbal communication skills
- High school diploma or equivalent required; higher education or certifications in Records Management or related field preferred
- Demonstrated ability to handle confidential information with discretion
- Strong problem-solving skills and the ability to work under pressure
- Proficiency in Office Suite (Word, Excel, PowerPoint, and Outlook) or similar software.
