Records & Workflow Specialist

RR Donnelley & Sons; 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

Parental leave

Job summary

RR Donnelley & Sons is seeking a Records Workflow Coordinator in San Francisco to manage file and database tasks, fulfill client record requests, and guide the Records team on projects. The role emphasizes accuracy, deadlines, and strong client interaction.

Responsibilities include coordinating team workflow, performing data entry, and training new staff while maintaining confidential records in a fast-paced environment. This position is based on-site.

Qualifications

• High school diploma or equivalent; higher education preferred.
• Minimum 3 years' experience in legal, banking or large corporate environment.
• Knowledge of records terminology and retention procedures.
• Proficient in MS Office (Word, Excel).
• Strong attention to detail and accuracy.

Responsibilities

• Coordinate internal workflow and delegate work to associates.
• Provide job intake for records services per policies.
• Monitor workflow to meet deadlines and ensure accuracy.
• Retrieve and prepare records for clients or vendors.
• Enter data into the records management database.
• Assist with large or complex record requests.
• Maintain QA processes to ensure client satisfaction.
• Generate scheduled reports and train new teammates.
• Communicate with clients and escalate issues as needed.

Skills

MS Office (Word, Excel)

Verbal and written communication

Records management

Attention to detail

Education

High school diploma or equivalent

Legal records services experience

Tools

Records management software

Job description

RR Donnelley & Sons is seeking a Records Workflow Coordinator in San Francisco to manage file and database tasks, fulfill client record requests, and guide the Records team on projects. The role emphasizes accuracy, deadlines, and strong client interaction.

Responsibilities include coordinating team workflow, performing data entry, and training new staff while maintaining confidential records in a fast-paced environment. This position is based on-site.