Records Assistant jobs in United States
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Winthrop & Weinstine, P.A. · 1 day ago

Records Assistant

Winthrop & Weinstine, P.A. is a law firm seeking a Records Assistant to manage client and matter files. The role includes overseeing the lifecycle of records, ensuring compliance with legal standards, and assisting with the disposition process.

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Responsibilities

Oversee physical and electronic client/matter files throughout their lifecycle (opening, maintenance, closure, and destruction)
Ensure compliance with the firm’s records retention schedule, legal holds, and destruction policies
Maintain and update every step in disposition process in records software
Assist with disposition process by researching client’s current contact information, inventorying files, and document review
Track, retrieve, and distribute client files from on and offsite
Coordinate off-site storage: inventory, retrievals, audits, and destruction approvals
Coordinate imposition of Ethical Walls, internal Litigation Holds, and HIPAA matters in records software
Accurately maintain firm’s matter indexing and metadata best practices
Maintains a disposition file on each client and matter number through disposition life
Scans and profiles consent forms, mailing receipts, and executed client consent forms
Order and gather all client material for disposition and transfer process
Assists in returning files to client upon request
Maintains file transfer log, spreadsheet and in records software
Serve as a point of contact for attorneys, paralegals, and business professionals regarding records requests and guidance on proper file creation and closure procedures
Assist Records Manager with quality control and oversight of department work product and independent coordination of file transfer during attorney arrivals, departures, and lateral moves
Maintain orderly Records Center and assist with records system upgrades, data cleanups, and migrations
Assist with special projects as requested

Qualification

Records managementMS OfficeIManageInTappAttention to detailProblem solvingInterpersonal skillsTeamworkAdaptability

Required

2-year Associate Degree or 4-year Bachelor's Degree
Experience in providing administrative support functions
Excellent computer and communication skills
Excellent grammar, proofreading skills, and a keen eye for detail, ensuring high levels of accuracy in all written communications and document preparation
Ability to organize, prioritize, and manage multiple tasks effectively, ensuring completion of assignments despite frequent interruptions and changes in schedule
Experience with the following software: MS Office

Preferred

Previous records experience preferred
Experience in a legal office
Experience with the following software: iManage and InTapp

Benefits

Health insurance
Paid parental leave
401(k)
Disability
Life insurance
Paid time off
Voluntary benefits

Company

Winthrop & Weinstine, P.A.

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Winthrop & Weinstine, P.A., is a full-service, entrepreneurial, commercial law firm dedicated to advancing the best interests of its clients and community through the timely delivery of legal services of exceptional quality, innovative character and unsurpassed value.

Funding

Current Stage
Growth Stage

Leadership Team

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Heather A. Johnston
Chief Operating Officer
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Company data provided by crunchbase