Records Job Description

Records Job Description

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Records provides guidance and awareness that aids the business to be compliant with records management requirements in line with laws, regulations, policies and procedures.

Records Duties & Responsibilities

To write an effective records job description, begin by listing detailed duties, responsibilities and expectations. We have included records job description templates that you can modify and use.

Sample responsibilities for this position include:

Perform basic mail distribution activities
Produce lists, labels, forms and other documents
Count documents, materials, and groups into batches
Review content of documents to determine correct filing
Check manual files for duplicate, missing or misfiled items
Prepare filed materials for storage and transfer
Destroy eligible documents according to Records & Information Management Policy
Drive project to build out corporate records and information management transformation including a holistic compliance program
Own and implement all records management standards and rules to ensure these are appropriate to support delivery of the strategic plan and to meet corporate business objectives
Brainstorm and refine as needed lifecycle standards and technology for the access and protection of the company’s information assets in accordance with satisfies legal, regulatory and business requirements

Records Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Records

List any licenses or certifications required by the position: GED, CRM, FAA, CAE, NARA, IM, RM, ITIL, II, IAT

Education for Records

Typically a job would require a certain level of education.

Employers hiring for the records job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Management, Associates, Criminal Justice, Business, Computer, Technical, Information Management, Graduate, Communication

Skills for Records

Desired skills for records include:

Medical records and terminology
Medical terminology
Policies & procedures and HIPAA regulations and to complete work in compliance of these and other standards
Release of Information standards
Current state laws regarding fee structure
HIPAA regulations facility policies and procedures in regards to release of information
Manager
Safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor
Operations
Medical charts

Desired experience for records includes:

Meets regularly with and make recommendation to enterprise colleagues
Facilitates CBAW wide record clean up and record destruction
Serves as a Records Management subject matter expert to CBAW lines of businesses and management
Stays abreast with industry trends and developments in the field
Three (3) years experience in records and/or content management
One (1) year of electronic records management experience

Records Examples

1

Records Job Description

Job Description Example
Our company is looking to fill the role of records. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for records
  • Provide records management process review and guidance, and develop or revise workflows and procedures
  • Analyze record systems, taxonomies, and classification schemes to aid the company requirements for access, retention, disposition and protection of the information assets
  • Research federal, and state retention codes and regulations, state agencies, company policy and procedures, etc and recommend updates for company retention schedules
  • Assist in the active maintenance of records holds as they pertain to information, regardless of media and format
  • Participate in the management of electronic records and the continued development of electronic records management applications
  • Independently coordinate the review, administration and destruction of archived records and information
  • Develop project scopes, timelines and implementation of records management projects
  • Develop and deliver records and information governance training to ensure compliance
  • Host and participate in records working groups at business unit level and act as liaison with assigned business unit and shared services employees
  • Reconcile off-site storage accounts with vendors
Qualifications for records
  • Experience & Training
  • Some lifting, must be able to sit for long periods of time, must have decent reading comprehension, and good memory
  • Individual must be able to handle a level of stress in a fast paced production environment
  • Individual must be able to monitor personal and office equipment, and handle minor service such as replacing toner cartridges, fax paper, printer/copier paper
  • Must be detailed oriented and self-motivated
  • Must keep focused on work and perform repetitious functions effectively
2

Records Job Description

Job Description Example
Our company is growing rapidly and is hiring for a records. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for records
  • Capable of overseeing and coordinating special projects at a moment’s notice
  • Implementation of records management policies intended to standardize filing, protecting, and retrieving records, reports, and other information contained in electronic, paper format or other media
  • Coordinates and directs, through business unit supervisors and managers, activities of departments involved with records management analysis, reports analysis, and supporting technical, clerical micrographics, and printing services
  • Confers with compliance and functional areas to assure compliance with policies, procedures, and practices of records management program
  • Harmonization of various record retention policies across affiliates
  • Facilitates the development of filing systems, and maintaining these to meet administrative, legal, and financial requirements
  • Devises and ensures the implementation of retention and disposal schedules
  • Sets up, maintains, reviews, and documents records systems
  • Identifies the most appropriate records management resources
  • Advises on and implements new records management policies and classification systems
Qualifications for records
  • Must be able to accept and adapt to changing operating specifications and procedures
  • Experience working with Core HR Technology
  • Lifting of 25-50 lb
  • Bachelor’s degree in Business Administration, Information Technology, or a related field
  • Specialized coursework in records and information governance, and additional education, is desirable
  • At least 5 years of experience in a records management environment, information systems, process analysis or related experience
3

Records Job Description

Job Description Example
Our growing company is looking to fill the role of records. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for records
  • Preserves corporate memory and heritage
  • Resolves problems with information management by effective use of software and other information management resources
  • Enables appropriate access to information
  • Advises on highly complex legal and regulatory issues, often involving difficult judgments
  • Trains and supervising records staff
  • Advises staff in other departments on the management of their records and information
  • Lead technical reviews of records management quality of control to ensure compliance with audits, risk assessments, and surveys
  • Prepare formal written technical reports and oral briefings to report analysis findings and conclusions to the customer
  • Duties include opening and retrieving files
  • The RA is expected to follow established best practices, and document effectiveness through regular gathering and reporting of performance metrics
Qualifications for records
  • Advanced proficiency level in FileNet or other records repository systems
  • Ability to work in a high stress, high volume and fast paced environment managing multiple tasks, projects and personnel simultaneously
  • Customer Service, General Office required
  • Comfortable with computer systems such as Word, Excel and Access
  • MADDSP Abstractors must successfullye Initial Abstractor Training including passing all training quizzes and mock evaluations as outlined by the project Quality Control guidelines
  • Demonstrable knowledge and experience of operating IT systems, Microsoft Word, Excel,Outlook and Access and/or dedicated Electronic Document Management Systems such as4Projects and Business Collaborator
4

Records Job Description

Job Description Example
Our growing company is looking to fill the role of records. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records
  • Additionally, the RA provides administrative support for department, including but not limited to, maintaining supplies, organization of supply areas, breakroom and conference rooms, assuring all are kept in order and stocked with required items
  • Report maintenance issues to the Properties group as needed
  • Assist with department events, requiring schedule flexibility
  • Assist with other task/projects as assigned
  • Operates imaging equipment to a high degree of accuracy so the original paper records can be destroyed and the images meet the standards required to substitute for the paper
  • Coordinates and completes daily retrieval and request fulfillment of information and records supplies based on request by users while ensuring compliance with Records Management policies and organizational standards and assuring excellent customer service
  • Enters descriptive metadata into records management software other logs maintained and self-audits
  • Monitor all shred bins for the Home Office, Stores, and Distribution Centers
  • Process all documents and files for all undergraduate student records, from the first point of contact through enrollment
  • Ensures application of retention schedules to inactive records
Qualifications for records
  • Prepares project proposals and cost analysis
  • One to two years of item processing experience
  • Basic knowledge of proof and transit, item processing, and wire transfer
  • Good customer service/relations skills
  • High school diploma or equivalent with five (5) years experience in records management, preferably in a legal or correctional environment
  • Must be able to travel with frequent overnight stays
5

Records Job Description

Job Description Example
Our company is looking to fill the role of records. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for records
  • Set up new users for Iron Mountain, provide instruction how to use Iron Mountain’s services as needed
  • This will consist of, but is not limited to, incoming requests and calls to and from insurance clients, police and fire agencies
  • Conduct map research and internet research to determine correct jurisdiction and/or to locate report
  • Utilize shortcut keys/macros to navigate internal systems and pre-defined client notices
  • Open and separate the contents of approximately 200 envelopes per hour, subdivide negative responses into appropriate areas, accurately tally for quality control, and deal with miscellaneous notes, invoices
  • Manage specific grading processes, including grade changes, requests for satisfactory/unsatisfactory grading, incomplete and extended grades, and sending reminders to faculty who fail to submit grades on time
  • Manage attendance issues, including sending reminders to faculty, dropping no shows, and working with other offices to address attendance issues
  • Manage special registrations for internships, research, independent/directed study, PSEO, Hamline Dispute Resolution and registration eligibility issues, including assigning special PINs
  • Work with supervisor to maintain procedures for position
  • Other duties as assigned by Assistant Registrar or Associate Registrar
Qualifications for records
  • Coordinates with Audit / Legal / Compliance / Operational Risk in litigation mitigation approaches, litigation responses to subpoenas, and other governmental orders/ requests for production of records
  • Administers inventory audits of physical and electronic records to ensure strict compliance with laws and regulations, and corporate policy and procedures
  • Scanning and Clerical Experience
  • Minimum 10 years of records management, information governance or related experience
  • Strong understanding, knowledge and experience in financial industry including operational and risk/control, financial markets product and an understanding of the transaction life cycle
  • Ability to concentrate in a busy office atmosphere

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