The Records Analyst is responsible for delivering exceptional customer service to our clients in Records services, specializing in matter
mobility, digital and electronic records systems, information governance and supporting other general records duties, as needed.Job duties
( denotes an “essential function”)Perform records services work according to established policies and procedures Thoroughly assess job request, identify correct process needed to create and manage records files, and ensure appropriatecompletion throughout task lifecycleUse customer service skills to proactively complete records requests to client satisfactionCreate new records files and manage existing files according to document retention policies, matter mobility and informationgovernanceUse experience in records services to navigate unclear requests to ensure compliance with established policies for retention, mattermobility and information governanceUnderstand intermediate to complex workings of records policies, digital matter mobility, digital and electronic records systems, andinformation governance in a virtual, digital, or electronic records environmentInterface and liaise with clients and vendors, peers and other colleagues to identify, collect, review, and package paper or electronicrecords for release, or to troubleshoot records requestsUtilize multiple software applications to identify, collect, review, and package paper or electronic records for release, or totroubleshoot software problemsReceive, triage, and process inbound paper or electronic records transfers to ensure compliance with protocols and make availablefor recipientsUtilize appropriate logs and/or tracking software for all assigned workMeet contracted deadlines for accepting, completing, and delivering all workCommunicate with peers, supervisor or client on job or deadline issuesHelp foster a proactive environment of continuous service enhancement and relationship building with the client Handle sensitive and/or confidential documents and informationMay assist with coordination of records services, preparation, intake, and workflow within team May perform Quality Assurance on work of others May train more junior staff membersAssist peer teams in other service lines, as neededComplete other tasks and assignments as assigned by managementInteract with clients in person, over the phone or electronicallyAdhere to Williams Lea policies in addition to client site policiesUse equipment and supplies in a cost-efficient manner
