Position summaryThe Records Associate is responsible for delivering exceptional customer service to our clients in Records services, including, but not limited to file and database maintenance, fulfilling client record requests and general records and office duties, as needed.Job duties( denotes an “essential function”)Perform records services work according to established policies and proceduresAssess job requests, identify correct process needed to create and manage records files, and ensure appropriate completion throughout task lifecycleUse established standards and formats to create new records files, conduct data entry into records management database, prepare records and records boxes for off-site storage, as necessaryLocate and retrieve records files, liaise with storage vendors when needed Adhere to record and document retention policies, including following up on the proper return, collect, and refiling of recordsUse customer service skills to maintain and enhance customer relationships, or otherwise complete records requests to client satisfactionDemonstrate intermediate use of equipment/technology/software and hardware necessary to perform job functions Utilize appropriate logs and/or tracking software for all assigned workPrioritize workflow requests and meet contracted deadlines for accepting, completing, and delivering all workCommunicate with peers, supervisor or client on job or deadline issuesHandle sensitive and/or confidential documents and informationMay perform Quality Assurance on work of othersMay train new staff membersInteract 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 mannerTroubleshoot basic equipment problemsAssist Office Services or peer teams in other service lines, as neededComplete other tasks and assignments as assigned by managementBe able to lift up-to 50 lbs. on a regular basis, including but not limited to pushing carts of files and lifting boxes of filesStatement of other dutiesThis document describes the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Working conditionsPosition operates at sites with maximum of 24/7 operations.  Individual shift requirements will vary by siteAbility to work overtime as neededWork is performed in a professional work environmentProfessional attire requiredHazards include working with office machines (computers, peripherals, copiers, faxes, scanners, bindery equipment, paper cutters, paper, toner) and cleaning suppliesMust be able to work standing up all or most of the time
