IG Records Specialist

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

As an IG Records Specialist, your role is to assist in the effective management and organization of records within the organization. You will play a key part in maintaining accurate records, both physical and digital, and ensuring their proper storage, classification, and retrieval. Your responsibilities will include entering data into the records management system, categorizing records based on established guidelines, and supporting the team in routine audits to ensure data integrity.

As a vital member of the records management department, you will collaborate with colleagues to fulfill record requests promptly and contribute to the implementation of records management policies and procedures. Your attention to detail and adherence to data protection and privacy regulations will be essential in safeguarding sensitive information and maintaining compliance. Your dedication to maintaining an organized and efficient records management system will support various departments in accessing crucial information, ultimately contributing to the smooth functioning of the organization.

This role reports to the IGM Records Supervisor and the Senior IGM Manager.

Essential

Job Responsibilities Provide records creation, circulation, storage, tracking, transfer, and retention services defined or outlined in the Opensity Solutions service agreement with the client

Provide support for miscellaneous requests with a “can-do” attitude and philosophy

Maintain a positive team-player mentality

Accurately communicate with client staff and EPIQ team members regarding commitments, deadlines, challenges, requests, etc.

Deliver on service commitments in a timely and accurate manner

Invest proper effort and QC approach to deliver the highest quality work and service

Comply with Opensity's standards of operations as set forth in the contract agreement, the site operations manual, and the employee handbook

Expected to uphold the Standards of Service and best practices developed by Opensity Follow established guidelines and procedures for creating, circulating, storing, tracking, transferring, and destroying client records

Monitor and listen to clients to understand inquiries and requests in order to provide accurate information about the facilities and services with prompt assistance

Tracking the circulation of files to and from client staff in Records Management System (RMS) database

Preparing inactive files for off-site storage or digitization, performing file culling activities as instructed

Tracking the activity of inventory sent and retrieved from off-site storage vendors

Registration of new files in RMS to store physical records as instructed

Perform regular inventory of files stored onsite in client facilities, including exception reporting

Assist client staff with identifying the existence and/or location of relevant information

Assist the client with file transfer activities, obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment as instructed

Assist client with retention activities, including obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment or secure destruction as instructed

Assist client with clean-up activities, including triage, categorization, and appropriate storage or disposition of content

Qualifications & Requirements High School Diploma or equivalent

Possess a minimum of 2 years’ experience in a professional office environment ideally working in a file or records clerk capacity

Familiarity with File Trail, iManage Records Manager, Autonomy Records Manager (File Surf), Legal Key, and/or similar Records Management Systems Familiarity with imaging/scanning or electronic records management preferred

Be personable, articulate, knowledgeable, and professional in presenting oneself

Excellent communication (verbal and written) and organizational skills

Detail-oriented and exceptionally attentive to accuracy

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 up to 22.00 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.

All eligible employees receive access to a comprehensive benefits package, including:

Medical insurance

Dental insurance

Vision insurance
401(k) retirement plan

Paid Time Off (PTO)
Opensity is an Equal Opportunity Employer.

We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual…