Overview
Records Associate Jobs in New York, NY at C&W Services
Full Job Description
Job Title
Records Associate
Job Description Summary
The Records Associate in addition to creating, tracking, and preparing hard copy files for storage, will be proficient in analyzing electronic data related to paper files. This task requires the ability to utilize file tracking software to search for and locate records, extract data into Excel format, and perform detailed electronic analysis on the data using complex Excel formulas. Candidates must have the ability to understand detailed retention schedules and how to apply them to client records. Additional responsibilities include, navigating complex excel spreadsheets, and filtering key data for utilization in various records projects. Excellent verbal and written communication skills are critical to being successful in this role as frequent interaction with internal and external stakeholders will be required.
Job Description
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Utilize file tracking software to initiate search, locate and retrieve hard copy records from storage. Distribute file(s) to requestor while updating software with current location.
Produce Management reports upon request utilizing search criteria provided by the requestor.
Perform detailed analysis on both structured and unstructured data to determine eligibility for disposal.
Review disposal reports against retention schedules and produce reports for Management review and approval.
Compare disposal reports against legal hold reports and retain records as necessary.
Create, organize, and navigate excel spreadsheets containing an abundance of data while utilizing various formulas including Conditional Formatting, VLOOKUP etc., to review the data.
Prepare physical files for storage following Client’s procedures. Create records in file tracking software and attach electronically to appropriate archive box in the system before sending the physical box to archive storage.
Utilize storage vendor’s software to place orders to retrieve records from archives, run management reports, send, and return records and boxes to archives.
Where necessary, scan documents to electronic format using established naming conventions and forward electronically to requestor. Maintain a soft copy on designated drive.
Periodically audit, edit and update records as necessary in file tracking software.
Perform all tasks in a timely manner, while adhering to client policies related to sensitive and/or confidential documents and information.
All duties as assigned.
Must assist in providing services in all service lines in addition to primary role.
#INDCWS
JOB REQUIREMENTS & QUALIFICATIONS:
High school diploma or equivalent (GED) required.
Minimum of two years records management experience with extensive experience working with a records management software required.
Strong Computer Skills required, specifically advanced Excel skills.
Attention to detail with emphasis on accuracy and quality of work product.
Ability to prioritize work to balance multiple projects and deadlines.
Ability to multi-task and work in a fast-paced team environment
Excellent verbal and written communication skills
Exceptional customer service skills
Must be able to lift up to 50 lbs. on a regular basis.
Must be able to work standing up for long periods of time when required.
SPECIAL…
Title: Records Associate
Company: C&W Services
Location: New York, NY
Category:
