Records Workflow Specialist

RRD; San Francisco (CA); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Job summary

RRD is seeking a Records Workflow Coordinator in San Francisco to manage internal records processes and respond to client requests. You will coordinate team workflow, perform data entry and QA, and guide large or complex records projects while maintaining strict deadlines and confidentiality.

Responsibilities include training new staff, producing scheduled reports, and coordinating with vendors as needed. A strong focus on accuracy, service quality, and proactive communication is required.

Qualifications

• High school diploma or equivalent required; higher level education preferred or equivalent work experience.
• Minimum 3 years’ experience preferably in a legal, banking or large corporate environment.
• General knowledge of records terminology with experience in legal records services, record-keeping, records management and information governance.
• Advanced knowledge and understanding of file management and retention procedures.
• Advanced skill in the use of MS Office software (Word, Excel).
• Proven ability to coordinate workflow and use timekeeping or job tracking system.

Responsibilities

• Coordinate workflow within the team, prioritizing jobs and delegating work requests to associates.
• Using advanced customer service skills, provide job intake for records services work according to established policies and procedures and client needs.
• Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines.
• Locate, retrieve and prepare records files for client requesters or vendors, independently complete records services work tasks according to record and document retention policies.
• Conduct and review data entry into records management database.
• Train new team members.
• Produce required reports on schedule.
• Communicate and know when to elevate with peers, supervisor or client on job or deadline issues.

Skills

Attention to detail

Verbal and written communication

Time management

Team collaboration

Customer service

Problem solving

Education

High school diploma or equivalent

Tools

MS Office (Word, Excel)

Job description

RRD is seeking a Records Workflow Coordinator in San Francisco to manage internal records processes and respond to client requests. You will coordinate team workflow, perform data entry and QA, and guide large or complex records projects while maintaining strict deadlines and confidentiality.

Responsibilities include training new staff, producing scheduled reports, and coordinating with vendors as needed. A strong focus on accuracy, service quality, and proactive communication is required.