Records Associate

Pay: $21.00/hr

The Records Associate is an entry-level position, responsible for delivering exceptional customer service to our clients. Responsibilities include file and database maintenance, fulfilling client record requests and general office duties as needed.

Job duties

(* denotes an “essential function”)

• *Perform records services work according to established policies and procedures

• *Assess job requests, identify correct process needed to create and manage records files, and ensure appropriate completion throughout task lifecycle

• *Use 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 necessary

• *Locate 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 records

• *Use customer service skills to maintain and enhance customer relationships, or otherwise complete records requests to client satisfaction

• *Demonstrate intermediate use of equipment/technology/software and hardware necessary to perform job functions 

• *Utilize appropriate logs and/or tracking software for all assigned work

• *Prioritize workflow requests and meet contracted deadlines for accepting, completing, and delivering all work

• *Communicate with peers, supervisor or client on job or deadline issues

• Handle sensitive and/or confidential documents and information

• May perform Quality Assurance on work of others

• May train new staff members

• 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

• Troubleshoot basic equipment problems

• Assist Office Services or peer teams in other service lines, as needed

• Complete other tasks and assignments as assigned by management

• Be able to lift up-to 50 lbs. on a regular basis, including but not limited to pushing carts of files and lifting boxes of files