Records Manager Job Description

Records Manager Job Description

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Records manager provides specialist advice on records management policies and compliance and contribute to projects policies and procedures relating to electronic document and records management systems and record keeping procedures.

Records Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Management of the integration between Financial Edge and Raiser’s Edge, including weekly posts, monthly and quarterly reconciliations audit related requests
Maintain documentation guides for development database operations organize training program for staff requiring access to Raiser’s Edge
Work closely with Information Technology staff to build records management functionality into the enterprise architecture and to ensure information systems incorporate records management functionality appropriate to the records/information assets they support
Build and maintain the governance controls associated with the SharePoint Document Management System and Records Centre
Lead the development and delivery of training and awareness programmes to support Records and Information Management for the company
Monitor the retention and conversion of other media and apply tools to enable users to access and dispose non-electronic records
Maintain and manage the information lifecycle process and the deployment of a legally defensible records disposition process for the company
Facilitate communication with departments and senior management regarding current and projected operational requirements, issues, legislative and regulatory matters associated with records management and retention
Lead Records and Information Management initiatives that result in the measurable reduction of costs and/or minimize risks relating to information governance and information classification, access and disposition
Providing subject matter expertise relating to MiFID2 records management requirements plus the broader records management spectrum

Records Manager Qualifications

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

Licensing or Certifications for Records Manager

List any licenses or certifications required by the position: CRM, NARA, IGP, PMP, NCIC, APSIN, 9001, ISO, HR, ITIL

Education for Records Manager

Typically a job would require a certain level of education.

Employers hiring for the records manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Management, Education, Business, Library, Information Science, Health, Computer Science, Business/Administration, Technical, Information Management

Skills for Records Manager

Desired skills for records manager include:

Working experience with Microsoft Office Suite and a records management software product
Manual & automated records management systems
Electronic Health Record transfer
National data protection legislation and processes
Storage and release of medical records and patient rights
Administrative and clerical functions
Defense Travel System
Practices and procedures
Processes
Working experience with records management software

Desired experience for records manager includes:

Bachelor’s Degree with a specialization in Achieves and Record Management
Five (5) years of experience implementing corporate wide records management program
Electronic Records Management certification and Certified Records Manager certification
3-5 years of experience with relational database software, preferably Raiser’s Edge
Strong working knowledge of Excel, Crystal Reports, Microsoft Reporting Services or similar reporting tool and strong overall data visualizations and analysis ability
Organized, detail-oriented, accurate and efficient

Records Manager Examples

1

Records Manager Job Description

Job Description Example
Our company is hiring for a records manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records manager
  • Monitors the effectiveness of the referral tracking processes by using metrics
  • Assesses and processes concerns and issues from clinic staff and direct reports pertaining to the function of the clinic and acts in the best interest of the organization to make improvements
  • Participating in interviewing, hiring and training employees/consultants for special projects, integration activities
  • Supports activities and tasks related to compliance with the corporate records management program
  • Provide ongoing guidance related to compliance with the corporate records management program, including review of existing practices by MS groups and individuals, training to ensure compliance is maintained
  • Provide and augment templates and other compliance tools
  • Support regular review and assessment of the corporate records management program
  • Support tasks related to the development of a policy effectiveness audit/study
  • Liaison and coordinate with the records operations team specific to activities related to records operations such as audit and destruction reviews and approvals
  • Oversee the management of electronic and/or paper-based information
Qualifications for records manager
  • Familiarity with fundraising industry, preferably in a museum environment
  • Knowledge of IRS requirements in posting and acknowledging gifts
  • 1-2 years experience in a similar role preferable but not essential
  • Knowledge of records management principles including issues relating to the management of business records in paper and electronic formats and the ability and willingness to keep up to date with new trends is strongly favorable
  • Experience in Electronic Document Management Systems or Records Management systems preferable but not essential
  • Proficient in Microsoft Office Word, Excel and Outlook and Adobe Acrobat
2

Records Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of records manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records manager
  • Oversees the preparation of the quarterly and annual statutory statement investment schedules required by state insurance departments
  • Ensures the integrity of all financial data
  • Works closely with Cash Management, Actuarial, Investment Operations and Financial Reporting as a team leader or member of a team to implement corporate or departmental projects
  • Proactively identifies accounting and operational issues, and notifies the appropriate personnel
  • Stays current on statutory and GAAP accounting guidance related to the Company’s investments
  • Recruits, hires, trains and develops staff
  • Supervises and coordinates activities of personnel engaged in analyzing, compiling, coding, indexing and filing of health information records of Veterans, with total regards to confidentiality
  • Arranges for training of department personnel in indexing, filing, medical terminology, outlining procedures, instructing in policies and practices within the department, suggesting methods for performing tasks, instructing personnel as required
  • Maintains surveillance of incomplete medical records and follows up until records are completed
  • Will be responsible for notifying leadership of any violation of rules and regulations
Qualifications for records manager
  • Proficient time management, organizational and administrative skills
  • High level of customer service people and communication skills
  • Should be experienced and comfortable working under pressure with a fast moving and rapidly developing marketplace
  • Bachelor's Degree from a university inlibrary science or related field
  • Five (5) years of experience implementing enterprise-wide programs
  • Three (3) years of legal/compliance/operational risk strategy definition andexecution
3

Records Manager Job Description

Job Description Example
Our growing company is looking to fill the role of records manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for records manager
  • Reviews employees work as required for medical records completeness, accuracy and conformance to MSLA standards
  • Provides direct supervision of the referral staff including hiring, managing, developing, and applying disciplinary action, as necessary
  • Develops workflows to operationalize exam referral tracking policy
  • Ensures that technology supporting the system is used appropriately and maximized
  • Provides feedback to the MSLA clinical staff to address areas of improvement
  • Works with managers of other departments to optimize the referral process across sites and departments
  • Creates reports and dashboards to communicate progress
  • Observes and changes (as necessary) staff time schedules to ensure appropriate availability to meet clinical operational needs
  • Communicates effectively with all levels throughout MSLA by consistently utilizing and facilitating effective strategies to encourage collaborative problem solving and decision - making
  • Communicates effectively with direct reports the goals and strategic plan of the organization
Qualifications for records manager
  • One (1) year of electronic records management experience a plus
  • Electronic Records Management certification and Certified Records Manager certification a plus
  • Corporate, legal experience a plus
  • A strong understanding of, and concurrence with, a big bucket approach to corporate retention categorization within a single corporate retention schedule across all disciplines
  • Ability to analyze, assess and respond to incoming inquiries while discerning multiple compliance factors such as external legal obligations, internal business needs, privacy, tax
  • A bias for action when ambiguity is present
4

Records Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of records manager. 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 manager
  • Troubleshoots difficult problems or situations and takes independent action to resolve them
  • Through teamwork and accountability exhibits behaviors and attitudes of courtesy and respect for all staff at MSLA in accordance with its mission and values
  • Ensures patient/client confidentiality
  • Encourages input and innovation from direct reports
  • Works closely with functional team management to ensure deliverables in accordance with relevant Standard Operating Procedures (SOPs)/Work Instructions (WIs)
  • Upon study closure, prepares subject files, prepares inventories, and assists in reconciling files
  • Collaborates with customer on strategic plan for records and information management program using best practice methodologies to support and achieve long-range organizational goals
  • Directs program to realize the records and information management vision through strategic and business planning
  • Provides expertise and advice to the organization to maintain compliance and promote efficiencies through the use of the RIM program
  • Collaborates with stakeholders by developing a communication and outreach strategy to achieve awareness and integration of the RIM program
Qualifications for records manager
  • Excellent written and verbal communications skills including strong presentation development and execution ability
  • Certification in Records (CRM) Desired or 10+ Years’ experience in a Records Management position
  • Understanding of SharePoint Records Center and other automated systems and applications
  • Records management experience within a law firm environment desired
  • Bachelor's Degree or Associates degree with fifteen (15) years of relevant experience, or
  • High School diploma or GED with eleven (18) years of relevant experience
5

Records Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a records manager. 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 manager
  • Ensure to capture best practice and implement it in processes
  • Plan, develop, maintain, and exercise a Business Continuity Plan to ensure continuity of processes in the event of a major loss of facilities, staff, technology, or 3rd Party providers
  • Develop and maintain an effective physical records services and processes for all company operations
  • Serves as a liaison with IM Operations to ensure that proper resources are available along with troubleshooting through operational issues as they arise
  • Partners with records vendors
  • Evaluates and recommends solutions to information management application/problems
  • Interfaces with customer and coordinates and manages workflows
  • Leads, mentors, cross trains and provides accountable standards and measures to the department employees
  • Supports activities and tasks related to RIM program administration
  • Responsible to ensure strategic marketing, promotion, branding and maximization of revenue for Last Gang artist roster
Qualifications for records manager
  • Two (2) years of experience in digital records management is required
  • Must be a Certified Records Manager
  • Knowledge of Current and emerging NARA and other federal requirements is preferred
  • Records management, information systems, process analysis or related experience
  • Experience developing retention schedules, policies, and procedures
  • Strong knowledge of content types and the ability to use analytic reasoning and a thorough understanding of the records of an entity and its business units to consistently apply correct content types

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