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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in records management and information governance, with a strong focus on compliance with Service Level Agreements and client requirements. Proficient in conducting document reviews and managing electronic records using tools like Relativity and iCompli.
Highest-signal resume keywords
Records ManagementInformation GovernanceRelativity Document ReviewICompli ProficiencyAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Records ManagementInformation GovernanceDocument ReviewQuality ControlData TransferProject ManagementInventory ValidationCompliance MonitoringEDiscoveryProcess Improvement
Soft Skills
Analytical SkillsOrganizational SkillsProblem-Solving SkillsCommunication SkillsInterpersonal Skills
Tools & Technologies
RelativityICompliFileTrailMicrosoft OfficeExcelOutlookWordTeams
Industry Keywords
Service Level AgreementsMatter MobilityLegal OperationsLitigation SupportDocument Management
About the role
Key responsibilities & impact- Coordinate the transfer of physical and electronic records
- Ensure compliance with Service Level Agreements (SLAs), Information Governance standards, and client requirements
- Identify pertinent physical files and provide file inventories and transfer instructions to local onsite teams
- Monitor and assist local office Records team members with SLAs and Matter Mobility procedures
- Conduct electronic records reviews within Relativity to identify eligible records and validate transfer requests
- Review large volumes of electronic records according to firm policies, client requirements, and Information Governance standards
- Perform quality control reviews of transfer packages
- Research, validate, and reconcile physical and electronic record inventories
- Maintain accurate tracking information in iCompli and related Matter Mobility tools
- Participate in records audits, inventory validation, remediation projects, and information governance initiatives
- Respond to attorneys, legal support staff, clients, and external law firms regarding transfer activities
- Train and assist local office Records team members
- Provide information and assistance regarding incoming and outgoing transfers
- Coordinate with IT, Litigation Support, Information Governance, transition partners, and supporting teams
- Prepare, package, and securely transfer electronic records, including zipping and organizing approved data exports
- Complete Matter Mobility projects and process improvement initiatives
- Maintain transfer documentation, provide status updates, and prepare operational metrics and reporting for management
Requirements
What you’ll need- High school diploma or equivalent required; Associate's or Bachelor's degree preferred
- 3+ years of experience in records management, information governance, legal operations, litigation support, document management, or a related field
- Experience working with confidential client information and sensitive records
- Experience conducting document reviews in Relativity or a comparable eDiscovery platform preferred
- Experience with records management systems such as iCompli, FileTrail, or similar applications preferred
- Strong analytical, organizational, and problem-solving skills
- Excellent written, verbal, and interpersonal communication skills
- Proficiency in Microsoft Office applications, including Excel, Outlook, Word, and Teams
- Ability to manage multiple projects and deadlines while maintaining a high degree of accuracy and attention to detail
- Must reside near an office in the CST or EST time zones for occasional onsite meetings, training, or project support
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
- Paid Time Off (PTO)