Senior Records Specialist

K2 Services•San Francisco, CA

8d•$27 - $30

About The Position

The role of Senior Records Specialist at K2 Services is responsible for managing, maintaining, and overseeing organizational records and information systems to ensure accuracy, security, accessibility, and compliance with legal, regulatory, and organizational requirements. This role supports records management operations through process oversight, quality control, training, and continuous improvement initiatives. The Senior Records Specialist serves as a key resource for records-related inquiries, supports information governance standards, and collaborates with internal stakeholders to maintain efficient and compliant records management practices.

Requirements

3–5+ years of experience in records management, document control, information governance, or related administrative functions.
Experience working with electronic records management systems and compliance-driven environments preferred.
Prior experience supporting records audits, retention schedules, or process improvement initiatives is highly desirable.
Strong knowledge of records management principles, retention policies, and information governance practices.
Excellent organizational and analytical skills with strong attention to detail and accuracy.
Ability to manage confidential and sensitive information with professionalism and discretion.
Strong problem-solving and process improvement capabilities.
Excellent verbal and written communication skills with the ability to support and train users effectively.
Proficiency in Microsoft Office Suite and records management systems or document management platforms.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong customer service orientation and collaboration skills.
High School Diploma or equivalent

Nice To Haves

Relevant certifications in records management or information governance are a plus.

Responsibilities

Transfer of client files, documents & electronic data to attorneys and clients via firm’s secured file transfer system
Manage and maintain physical and electronic records in accordance with company policies, retention schedules, and regulatory requirements.
Ensure accurate classification, indexing, storage, retrieval, and disposition of organizational records.
Monitor records management activities to ensure data integrity, confidentiality, and compliance standards are consistently maintained.
Support records lifecycle management processes, including archiving, retention, destruction, and legal holds.
Adhere to the firm’s risk management protocols by maintaining confidentiality and data integrity
Ensure compliance with legal, regulatory, and organizational records management requirements and policies.
Conduct periodic audits and quality checks of records systems and processes to identify discrepancies or compliance risks.
Assist with implementing corrective actions and process improvements to enhance records accuracy and operational efficiency.
Maintain documentation and reporting related to records management activities and compliance initiatives.
Analyze records management workflows and recommend process enhancements to improve efficiency, organization, and accessibility.
Assist in the implementation and optimization of records management systems, technologies, and procedures.
Collaborate with cross-functional teams to support information governance initiatives and operational improvements.
Support special projects related to records digitization, migration, and system updates.
Provide training and guidance to staff regarding records management procedures, systems, and best practices.
Serve as a subject matter resource for records-related questions, policies, and compliance requirements.
Assist in developing records management documentation, job aids, and process guidelines.
Maintain professional communication with internal stakeholders to ensure efficient handling of records requests and issues.