Records Management Coordinator - Armstrong Teasdale : Job Details

Reports To: Records Manager

Summary Description: The Records Management Clerk is a vital position to the Firm that ensure all files are properly opened, closed, stored, and maintained.

Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Facilitates the record retention program to ensure adequate security and safeguarding of client files
• Facilitates the review, organization, indexing and transfer of files to clients or outside third parties
• Processes daily downloads for opening new files, and prints and distributes new files
• Tracks and maintains the location of files for local office
• Assists in file closing, updates records and prepares for storage including record retention timelines
• Performs edits of the client files in Tab Fusion
• Generates additional subfolders

Competencies:

• Decision Making – Is aware of issues and asks questions when issues arise; completes day-to-day tasks with team
• Communication – Effectively communicates through written and verbal forms; shares information when asked and understands the appropriate level of confidentiality
• Leadership – Gives positive feedback to others; is developing skills to mentor others; asks questions; is assigned work; focuses on day-to-day tasks
• Continuous Learning – Attends required training; accepts planned change willingly
• Teamwork – Works as a member of the team and understands the goals of the team; understands that team members' needs, ideas and solutions vary
• Alignment to Values – Is aware of the Firm's values and consistently demonstrates them; is aware of the meaning/strategic goal of the Firm's Diversity and Inclusion values; has a deep understanding of one's own core functions

Preferred Experience:

• High School Diploma or equivalent
• Work experience in an office setting

Supervisory Responsibilities: N/A

Physical Activity: The employee will be required to sit for prolonged periods and work on a computer; some physical lifting and bending will be required; employee should be able to lift a minimum of 5 pounds

Travel Required: N/A

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

EEO Statement: Armstrong Teasdale is an equal opportunity employer and will make all employment decisions without regard to race, color, religion, national origin, ancestry, age, sex, pregnancy, marital status, sexual orientation, gender identity, citizenship status, disability, veteran status or other protected status, in accordance with federal, state and local laws. At Armstrong Teasdale, we define diversity and inclusion broadly and focus on helping professionals of all races, religions, national origins, gender identities, ethnicities, sexual orientations and physical abilities feel a sense of belonging. Diversity and inclusion are core values of the firm, and we recognize the richness they bring to our workplace.