Demo

Records Coordinator

Wood, Smith, Henning & Berman LLP
Orlando, FL Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/8/2025

WSHB's Records Coordinator is responsible for managing and maintaining an organization's records and information in an organized and efficient manner. This role is critical in ensuring that important documents and data are properly handled, stored, and accessible when needed.


Job Responsibilities:


  • Project Management: Manage administrative and client matter projects from inception to end. Strong project management and multi-taking skill required.
  • Record Management: Maintain an organized and efficient system for storing and retrieving physical and electronic records, including documents, files, and data. Provide support with Matter Mobility Transfers to expedite file releases and oversee compliance with transfer protocols and procedures. Oversee the proper intake of client files and data into the firm’s document management and RIM systems
  • Record Retention: Participate in and enforce record retention policies and procedures in compliance with legal and regulatory requirements. Ensure records are kept for the appropriate duration and disposed of when necessary.
  • Document Classification: Categorize records for easy retrieval, ensuring that documents are properly labeled, indexed, and tagged with relevant metadata.
  • Digitization: Convert physical records to digital formats and implement digital archiving systems to enhance accessibility and reduce physical storage needs.
  • Document Workflow: Oversee document management workflows, ensuring documents move through the organization efficiently, from creation to archiving.
  • Record Auditing: Regularly audit records to verify accuracy, completeness, and compliance with policies and regulations.
  • User Training: Provide training and guidance to employees on record management best practices and policies.
  • Information Requests: Respond to requests for records and information promptly and accurately, while maintaining confidentiality and compliance with privacy laws.
  • Record Disposal: Assist with secure and proper disposal of records that have reached the end of their retention period.
  • Technology Integration: Stay current with record management software and technologies, and implement new tools to improve record-keeping processes.
  • Data Security: Safeguard sensitive and confidential information by implementing security measures, access controls, and encryption as need


Qualifications:


  • Education: A bachelor's degree in a relevant field, such as records management, information science, or business administration, is often preferred. At least 5 years of Legal Records experience.
  • Project Management experience
  • Knowledge of Record Management: Strong understanding of records management principles, best practices, and relevant laws and regulations (e.g., GDPR, HIPAA).
  • Organizational Skills: Exceptional organizational skills and attention to detail to maintain an efficient record-keeping system.
  • Technology Proficiency: Proficiency with records management software, document management systems, ESI management.
  • Communication Skills: Effective written and verbal communication skills for training employees and responding to information requests.
  • Problem-Solving: Ability to troubleshoot record management issues and find solutions to improve efficiency and compliance.
  • Compliance Awareness: Understanding of legal and regulatory requirements related to record management and data privacy.
  • Confidentiality: A strong commitment to maintaining the confidentiality and security of sensitive information.
  • Team Player: Ability to work well in a team and collaborate with colleagues in various departments.
  • Adaptability: Willingness to adapt to changing technologies and best practices in record management.
  • Reliable


The Records Coordinator plays a crucial role in ensuring an organization's records are well-organized, compliant, and readily available when needed, contributing to overall operational efficiency and risk management.


Recruiters - Please do not contact us as we are not using external recruiters to fill this position at this time.

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