Epiq · 1 day ago
IG Records Specialist
San Jose, CA
Full-time
Onsite
Entry Level
2+ years expEpiq is a company that values its employees' commitment to their work. The IG Records Specialist will be responsible for providing records creation, circulation, storage, tracking, transfer, and retention services as outlined in Epiq's service agreements with clients.
Document ManagementEdiscoveryInformation TechnologyLegalLegal Tech
Responsibilities
Provide records creation, circulation, storage, tracking, transfer and retention services defined or outlined in EPIQ’s service agreement with 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 highest quality work and service
Comply with EPIQ’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 EPIQ
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 offsite storage or digitization, performing file culling activities as instructed
Tracking the activity of inventory sent and retrieved from offsite 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 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
Qualification
Required
High School Diploma or equivalent (4 years of college preferred)
Possess a minimum of 2 years' experience in a professional office environment working in a file or records clerk capacity
Familiarity with FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey and/or similar Records Management Systems
Familiarity with iManage Work, NetDocument, OpenTEXT DM and/or similar Document Management Systems
Be personable, articulate, knowledgeable and professional in presenting oneself
Flexibility in dealing with simultaneous projects
Attention to detail
Excellent communication (verbal and written) and organizational skills
Detail oriented and exceptionally attentive to accuracy
Ability to learn skills quickly
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
Exceptional knowledge of Microsoft products
Exceptional knowledge of online project management tools/applications or ability to learn quickly
Strong initiative required; ability to work independently with minimal direct supervision
Ability to function with a high level of patience, tact and diplomacy to defuse anger and collect accurate information
Preferred
Familiarity with imaging/scanning or electronic records management preferred
Company
Epiq
Epiq Systems provides legal process outsourcing (LPO) services in the United States and internationally.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2016-07-27Post Ipo Equity
2016-07-27Acquired
1997-02-04IPO
Leadership Team
David Dobson
Chairman & Chief Executive Officer
Brad Scott
President and Chief Operating Officer
Recent News
globallegalchronicle.com
2025-11-15
Epiq Systems Inc
2025-11-10
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