Records Analyst - Mon - Fri 8:30am-5:30pm

Williams Lea•Redwood City, CA

32d•$27 - $29

About The Position

Williams Lea is hiring for a Records Analyst for our Silicon Valley office to work Monday to Friday, 8:30 am to 5:30 pm! 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.

Requirements

Highschool diploma or equivalent required. Higher level education preferred or equivalent work experience
Minimum 3 years' experience preferably in a legal, banking or large corporate environment
Legal records services, record-keeping, records management experience in a virtual, digital, or electronic records environment preferred
Experience with records software programs for legal records services, records management, information governance, matter mobility and governance
Advanced skill in the use of MS Office software (Word, Excel)
Knowledge of a legal timekeeping or job tracking system is preferred
Ability to work in a fast-paced, team environment, working both independently and collaboratively
Ability to prioritize work, balance projects and meet deadlines in a timely manner
Strong attention to detail with good organizational skills and emphasis on accuracy and quality, even with high volume of repetitive tasks
Ability to handle sensitive and/or confidential documents and information
Ability to make independent decisions that conform to business needs and policy
Ability to troubleshoot more complex or advanced tasks, equipment, or software concerns on own; understands when to escalate a problem to a supervisory level
Excellent verbal and written communication skills, including professional telephone and email etiquette in the face of immediate deadlines and pressure
Must be self-motivated with positive can-do attitude
Proven customer service skills are required to create, maintain and enhance customer relationships
Must be able to interact effectively with multi-functional and diverse backgrounds

Responsibilities

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 appropriate completion throughout task lifecycle
Use customer service skills to proactively complete records requests to client satisfaction
Create new records files and manage existing files according to document retention policies, matter mobility and information governance
Use experience in records services to navigate unclear requests to ensure compliance with established policies for retention, matter mobility and information governance
Understand intermediate to complex workings of records policies, digital matter mobility, digital and electronic records systems, and information governance in a virtual, digital, or electronic records environment
Interface and liaise with clients and vendors, peers and other colleagues to identify, collect, review, and package paper or electronic records for release, or to troubleshoot records requests
Utilize multiple software applications to identify, collect, review, and package paper or electronic records for release, or to troubleshoot software problems
Receive, triage, and process inbound paper or electronic records transfers to ensure compliance with protocols and make available for recipients
Utilize appropriate logs and/or tracking software for all assigned work
Meet contracted deadlines for accepting, completing, and delivering all work
Communicate with peers, supervisor or client on job or deadline issues
Help foster a proactive environment of continuous service enhancement and relationship building with the client
Handle sensitive and/or confidential documents and information
May 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 members
Assist peer teams in other service lines, as needed
Complete other tasks and assignments as assigned by management
Interact with clients in person, over the phone or electronically
Adhere to Williams Lea policies in addition to client site policies
Use equipment and supplies in a cost-efficient manner

Benefits

Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug)
401k Retirement Savings Plan Including Employer Match
Paid Time Off (PTO)
Life Insurance
Paid Parental Leave
Short-term & Long-term Disability
Healthcare & Dependent Care Flexible Spending Accounts
Domestic Partner Coverage
Commuter Benefits
Legal Assistance
Employee Assistance Program (EAP)
Additional Employee Perks and Discounts