Records & Workflow Specialist

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

Benefits offered by this job

Medical, dental and vision coverage

Paid time off

401(k) with company match

Life insurance and disability coverage

Parental leave and adoption assistance

Job summary

RR Donnelley in San Francisco seeks a Records Workflow Coordinator to support Williams Lea with file and database maintenance, client record requests, and general office duties. The role requires coordinating team workflow, handling sensitive documents, and ensuring deadlines are met.

Responsibilities include data entry, QA, training new staff, and collaborating with vendors. Strong MS Office skills and prior records management experience are essential for success in this fast-paced environment.

Qualifications

• High school diploma or equivalent required; higher education preferred or equivalent work experience.
• Minimum 3 years’ experience in legal, banking, or large corporate environments.
• Knowledge of records terminology and governance.
• Experience with records software and alpha-numeric filing formats.
• Strong file management and retention procedures knowledge.
• Advanced MS Office skills (Word, Excel).
• Ability to coordinate workflow and use timekeeping or job tracking systems.
• Ability to QA others' work and maintain vendor relationships.

Responsibilities

• Coordinate workflow within the team and delegate work requests.
• Provide job intake for records services per policies and client needs.
• Monitor workflow for timely, accurate completion.
• Locate and prepare records for clients or vendors and ensure proper filing.
• Enter data into records management databases.
• Assist with large or complex jobs and QA processes.
• Produce reports on schedule and train new team members.
• Use logs/tracking software for assigned work and communicate deadlines.

Skills

Workflow coordination

Attention to detail

Time management

Communication skills

Client/vendor coordination

Crisis/problem solving

Education

High school diploma or equivalent

Higher level education preferred or equivalent work experience

Tools

MS Office (Word, Excel)

Job description

RR Donnelley in San Francisco seeks a Records Workflow Coordinator to support Williams Lea with file and database maintenance, client record requests, and general office duties. The role requires coordinating team workflow, handling sensitive documents, and ensuring deadlines are met.

Responsibilities include data entry, QA, training new staff, and collaborating with vendors. Strong MS Office skills and prior records management experience are essential for success in this fast-paced environment.