Description & Requirements
Role Summary
The Retention & Destruction Specialist will assist with the implementation and ongoing compliance of the firm’s global records management and retention policy.
Key Responsibilities
· Generate, analyze and assemble records indices, reports and summaries for distribution to clients and partners.
· Assemble, organize and review client records for return, transfer, destruction or preservation consistent with firm policies and client guidelines.
· File electronic documentation in the document management system in connection with records returned to clients, transferred to new counsel or destroyed, including partner and client instructions, approvals and confirmations.
· Edit the firmwide list of legal holds to add and release legal holds in a timely manner.
· Instruct attorneys and staff on compliant maintenance of hard-copy records.
· Order and track authorized records destruction with firm-approved vendors.
· Coordinate updates to firm recordkeeping systems reflecting changes in disposition, e.g., returned, transferred or destroyed.
· Other duties and responsibilities as assigned.
Knowledge, Skills & Attributes
· Excellent organizational and problem-solving skills.
· Excellent written and verbal communication skills.
· Excellent attention to detail and accuracy.
· Ability to prioritize work and make independent decisions.
· Ability to acquire comprehensive knowledge of records-related policies and procedures.
· Ability to professionally interact with all members of the firm and its clients.
Education & Experience
· College or relational database education.
· Experience with at least one programming language.
· Professional experience closely aligned with the above job functions and skills.
Physical Activity/Other Miscellaneous
Flexibility to work outside of standard business hours as needed