Records Analyst-US (Finance)

The Records Analyst (RA) serves customers by maintaining and processing physical or electronic client assets and daily services managed by our Records Management as a Service team.

 

Primary Functions:

• Process all types of daily services and deliver in accordance with defined client-specific procedures, standards and required service levels for one or many clients.
• Investigate and resolve any discrepancies for incoming or outgoing requests; ensure proper custody tracking, scanning and manifesting of all orders, bundle and prepare files, bins or other containers for shipment.
• Apply records management and industry specific records knowledge to advanced daily tasks such as interfiling, creating new files or records cleaning activities.
• Assist in loading and unloading company trucks and vans.
• Ensure regular process steps are completed daily for assigned work orders, such as scanner communication.
• Maintain physical file room upkeep.
• Accurately prepare all necessary paperwork.
• Communicate any difficult issues to manager.
• Inspect and maintain all equipment required to perform daily services
• Perform auditing, inventory per schedule and as requested.
• Observe safety procedures, including containers replaced and repaired, floors free of debris, and report any safety issues to direct supervisor.
• Assist in the training of new Records Specialists/Analysts
• Communicate regularly with your direct supervisor to notify him or her of any potential issues, including but not limited to those relating to your job, or those relating to the client.

 

Secondary Functions:

 

• Advise the appropriate manager of any issues requiring immediate attention, including but not limited to customer complaints.
• Participate in safety and security drills and advise the appropriate manager of any violations.
• Know and understand defined role in the Company Disaster Recovery Plan.
• Ensure all accidents and injuries are reported immediately to your supervisor.
• Travel between facilities when necessary.
• May be required to assist with other Record Center services as required to support management of workloads across all team members to meet all service levels and client commitments.
• Collaborate with team members.
• Work overtime as necessary.

 

 

Other Responsibilities:

• Comply with all company policies and procedures.
• Other duties as assigned by Supervisor.

 

Education and Years of Experience:

 

• High school diploma or equivalent.
• 1 year related experience in team-focused environment, preferably in a service industry.
• Post-Secondary education or combination of education and related work-experience (3-5 years) in records management and/or specific industry of clients being managed by Access is preferred.
• University degrees in Business, Computer Science, Engineering or Information/Library Science preferred. Certifications, Licenses, Credentials:
• None Knowledge, Skills and Abilities:
• Strong verbal and written communication skills. Strong ability to learn and apply subject matter knowledge to industry-specific records.
• Must possess strong PC computer, software operation and spreadsheet skills.
• Ability to complete paperwork accurately and completely understand the importance of detail and accuracy.
• Ability to work collaboratively in a team environment. Physical Requirements (lifting, etc.):
• Routine lifting of 20-50 pounds.
• Routine scanning of items.
• Overhead reaching.
• Routine bending and stretching.
• Routine pushing and pulling of items (carts, boxes, files) and pallet jacks.
• Must be able to climb stairs and use appropriate tools to maneuver materials.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Record Center