Records & Information Governance Specialist

Opensity solutions; Milwaukee (WI); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid Time Off (PTO)

Job summary

Opensity Solutions is seeking a detail-oriented Records professional to support records and information governance operations for a Milwaukee-based AmLaw 100 client. You will manage lifecycle activities for physical records, including creation, classification, storage, digitization, and disposition in line with retention policies.

The role involves coordinating with attorneys and administrative staff, maintaining RMS data, and ensuring compliance with firm policies.

Qualifications

• High School Diploma or GED is required; Associate or Bachelor’s degree is preferred.
• 1–2 years of records, file room, or scanning/imaging experience (law firm preferred).
• Experience with Microsoft Office, especially Excel, and familiarity with RMS platforms is expected.

Responsibilities

• Communicate effectively with attorneys, legal assistants, and administrative staff regarding records requests, timelines, and policies.
• Maintain accurate records within the firm’s Records Management System (RMS) including file creation, indexing, tracking, and status updates.
• Coordinate the circulation, retrieval, and return of physical and electronic records, ensuring chain-of-custody and timely delivery.
• Support Records-related activities for office moves, consolidations, and renovations.
• Conduct first-level review and categorization of records (physical and electronic) to support retention, transfer, digitization, and disposition decisions.
• Manage sensitive physical assets, including IP originals and document vault materials, per firm protocols.
• Prepare files for offsite storage, transfer, or scanning, including file culling, labeling, and inventory validation.
• Perform inventory audits of physical onsite records, reconciling discrepancies and updating RMS data accordingly.
• Coordinate secure shredding services and maintain destruction logs.
• Support the Firm’s IG policy around file transfer activities, including compiling inventories, staging records for attorney/client review, and preparing shipments.
• Conduct quality control reviews of digitized document sets ensuring quality and consistency.
• Ensure compliance with firm retention policies, legal holds, and IG protocols.

Skills

Attention to detail

Communication

Organizational skills

Problem-solving

Education

High School Diploma or GED

Associate or Bachelor's degree

Tools

Microsoft Excel

Records Management System (RMS)

FileTrail

OpenText / FileSurf

NetDocuments

iCompli

Job description

Opensity Solutions is seeking a detail-oriented Records professional to support records and information governance operations for a Milwaukee-based AmLaw 100 client. You will manage lifecycle activities for physical records, including creation, classification, storage, digitization, and disposition in line with retention policies.

The role involves coordinating with attorneys and administrative staff, maintaining RMS data, and ensuring compliance with firm policies.