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Consilio LLC · 17 hours ago

Information Governance Coordinator

NYC Metro Area

Full-time

Onsite

Mid Level

3+ years exp

Consilio LLC is seeking an Information Governance Coordinator to join their team. The Coordinator will coordinate Firm resources to effectively perform information governance functions, ensuring compliance with business and ethical obligations while advising on best practices and risk management issues.

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Responsibilities

Coordinates and performs all aspects of information governance processes, including file intake, management, disposition, destruction, and/or transfer, with minimal supervision

Coordinates outgoing client file transfer requests; involving IT, Records Management, Office of the General Counsel, and others as needed

Reviews outgoing client files complying with the engagement agreement, outside counsel guidelines, and Firm policy

Assists with incoming client file transfers, including downloading from file sharing sites & populating the document management system, coordinating email transfers, loading emails to mailboxes and tracking the status of the transfer

Coordinates with information governance departments at other firms to ensure timely receipt of client and attorney data in compatible formats

Imports and exports emails to and from PST files using Microsoft Outlook

Reviews personal emails of departing attorneys in preparation for export in accordance with Firm policies

Utilizes Relativity or other document review platforms to review and prepare files for transfer to departing attorneys, other firms, and clients

Utilizes Excel to track file transfers to ensure completeness and provides regular reports to management on the status

Assists, guides, and participates in the organization and filing of client emails for retiring partners, departing attorneys and professional staff

Leads and participates in global information governance projects such as office moves and cleanups

Coordinates with the Records Management team to ensure file management compliance with firm policy, client guidelines and best practices

Communicates department and Firm best practices to partners, attorneys, and professional staff

Assists staff and attorneys in proper use of Firm applications and provides •ad hoc• training, when appropriate

Assists in implementing and administering retention and quality control programs

Assists management in determining need for change, and in developing and implementing the same

Understands Ethical Wall and Legal Hold processes and their impact on access to, transferring of and disposition of paper and electronic files and, when necessary, communicates with partners, attorneys, and professional staff

Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others

Communicates regularly with firm personnel, client and third parties regarding file intakes, management and disposition

Maintains a complete understanding of the Firm’s file management systems, information governance processes and best practices

Complies with and understands Firm operation, policies and procedures

Performs other related duties as assigned

Qualification

Information governance processesRelativityDatabase systemsMicrosoft OutlookMicrosoft ExcelLeadership skillsCustomer serviceEffective communicationAttention to detailTeamwork

Required

Knowledge of relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems

Knowledge of database systems (e.g. Relativity) and Boolean searching methodologies

Knowledge of text, pst, msg and zip file types

Ability to use Windows commands to move, copy and zip files for share site posting or saving electronic files

Strong leadership skills and the ability to delegate work effectively

Effective interpersonal and communication skills, both verbal and written, to effectively interface with lawyers, management, support staff and outside contacts (including clients and other firms)

Close attention to detail and customer service

Ability to work well in a demanding and fast-paced environment

Ability to handle multiple projects and prioritize work based on shifting priorities to meet multiple deadlines

Ability to undertake long-term projects, recognize alternate or more efficient methods for completion and implement solutions

Ability to handle sensitive matters and maintain confidentiality

Ability to work well independently as well as effectively within a team

Flexibility to adjust hours and work the hours necessary to meet operating and business needs

Bachelors Degree or higher

Minimum of three years related experience or an equivalent combination of education and experience