Senior Records Compliance Clerk

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Senior Records Compliance Clerk

The candidate will review firm IRP and protocols for all locations and update as needed. Verify accuracy of material to be filed in iManage and classify material when classification is not readily discernible. Coordinate the receipt of and delivery to legal files (boxes, discs, media) between locations. Periodically review/update the written procedure for this process. Provide customer service to firm team members and to clients, to search for and investigate information contained in files. Deliver and pick up files within the office upon request. Prepare files for closing and long-term storage. Review on-line form and procedure as needed to update. Maintain records of closed files for storage and retrieval. Run inventory reports for destruction for all KPC offsite storage on a quarterly basis. Assist in updating firm Records Retention policy as requested. Establish retention and disposal schedules for documents. Advise on new records management policies as needed, providing a framework to guide staff in the management of their records and use of the IRM. Standardize information sources throughout the firm in relation to records retention. Assist with the conversion from paper to electronic records as needed Respond to information/records inquiries. Help users get access to records. Field questions on records locations in the IRM database. Assist with processing of daily physical mail. Ensure compliance with paperless workflows. Assist in the interviewing and selection process of records team members across all Offices. Orient and train new records team members in other locations. Participate in Records team meetings. Participate with the Facilities Manager and Operations Manager in the orientation and initial training of Records team members. Should have 3 years of law firm records experience, college degree preferred; or equivalent combination of education and experience. Prior experience with iManage is preferred. The ability to recognize and understand the legal context of a wide variety of legal documents in order to ensure fast, accurate filing and retrieval will be expected within the first 30 days of employment. Excellent verbal communication and customer service skills.

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Company info

Klinedinst PC
501 West Broadway 6th Floor
San Diego
California
United States 92101
Phone : 619.239.8131
Fax : 619-238-8707
Website : http://klinedinstlaw.com/