Records Management Coordinator
1 week ago
Key Responsibilities
- Produce and maintain internal inventories for both offsite and onsite records.
- Ensure the accurate and consistent classification and retention of all documents, including those within our Document Management System.
- Provide document management training where needed and work with Document Management Coordinators to ensure compliance with policies and procedures.
- Identification and preservation of vital records and legal holds.
Governance:
- Produce management information and meeting pack content for the Document Management Group and Operations Committee.
- Lead discussions and updates at the DMG on all matters relating to Records Management.
- Work with the Data Lifecycle Management team:
- Attend quarterly RMC forums and report back to DMG.
- Complete Annual SailPoint Email Retention Review and shared/group mailbox review by the due date.
- Ensure the File Plan (in File Plan Database – RIC) and Index are kept current and reflect all the records that we own and manage.
- Act as Engagement Manager for Iron Mountain and any other vendors involved in Records Management.
- Ability to establish priorities, work independently, use initiative, problem solve and proceed without supervision.
Requirements
- A good working knowledge of Microsoft Office suite (particularly Excel) is essential.
- Experience and knowledge of the principles and practice of Records Management is desirable but not essential.
- Experience using a Document Management System is desirable but not essential.
- Background in Financial Services is desirable but not essential.
About Us
As a Records Management Coordinator, you will play a key role in ensuring the smooth operation of our document management systems. If you have a passion for data governance and a keen eye for detail, we would love to hear from you.
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