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Records Specialist Lead
Records Specialist LeadEpiq • San Diego, CA, US
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Records Specialist Lead

Records Specialist Lead

Epiq • San Diego, CA, US
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  • [job_card.full_time]
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Records Specialist Lead

Lead the workflow of Records Specialists and assist Supervisor or Manager as needed. Team will provide records creation, circulation, storage, tracking, transfer and retention services defined by the client. Accurately communicate with client staff and team members regarding commitments, deadlines and challenges. This is a 100% onsite position - parking is provided.

Essential Job Responsibilities

  • Register new files and track the circulation of files to and from client staff in Records Management System (RMS) database
  • Prepare inactive files for offsite storage or digitization, performing file culling activities as requested
  • Perform regular inventory of files stored at client facilities, or offsite storage vendors
  • Assist client with retention and file transfer activities, obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment
  • Assist client with clean-up activities, including triage, categorization, and appropriate storage or disposition of content
  • Assist in the training of other Records Staff and / or client staff on records management processes and procedures as instructed
  • Ensure accurate tracking, monitoring and recording of all charges, overtime, logs and entries
  • Troubleshooting issues with locating files and RMS database issues
  • Office services support when needed

Qualifications & Requirements

  • High School Diploma or GED, some college preferred
  • 3+ years' experience in records management, law firm environment preferred
  • Familiarity with FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey, NetDocument, OpenTEXT DM or similar Records Management Systems
  • Familiarity with imaging / scanning or electronic records management preferred
  • Working knowledge of MS Word, Excel and Outlook or Teams
  • Strong customer service, verbal and written communication skills
  • Detail oriented and attention to detail and accuracy
  • Good organization skills with ability to manage multiple tasks
  • Ability to lift or move 40 lbs. or greater
  • Ability to grasp, lift or carry packages on a standard wheeled cart with a load capacity of 75 lbs.
  • Ability to walk, bend, kneel, stand or sit for an extended period of time
  • The Compensation range for this role is 23.00 to 25.00 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

    It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

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