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Job Description:
Provide records creation, circulation, storage, tracking, transfer and retention services as defined or outlined in EPIQ’s service agreement with client.
Essential Job 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
Qualifications & Characteristics
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
Familiarity with imaging/scanning or electronic records management preferred
Job Requirements
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
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
#INDHP
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.