Job Description

Job Description

Job Description

The Records & Information Analyst’s (Level 1) Primary role is to support the operations team and the document management system via related procedures that allow organizations to capture, store, retrieve, share, and destroy electronic records and documents.

• Participate in training program to learn:
  • document recognition and identifying data elements.
  • document regulatory standards.
  • various file receiving services and methods such as FTP, SFTP, and SSH.
• Complete tasks related to client account document audits, per the directive of the Records & Information Team Lead.
• Evaluate documents to ensure they meet regulatory standards.
• Accurately enter data related to documents into a tracking spreadsheets or other tracking tools.
• Retrieve documents through portals/systems
• Follow document/company team requirements for confidentiality of documents for assigned projects.
• Meet document collection quality standards and timelines.

Education and Experience:

• Bachelor’s degree preferred; experience may supersede.
• 2-3 years’ experience as a document control specialist or similar role.
• Good working knowledge of Microsoft suite software; specifically, Excel.
• Analytical and problem-solving skills.
• Strong written, verbal, and interpersonal communication skills.
• Ability to communicate fluently in English.
• Organized and able to manage multiple activities timely and with a high degree of accuracy..
• Strong attention to detail.

Benefits:

• Salary starting at $50,000.00 annually
• Bonus eligibility; up to 20%
• Health, Vision and Dental plans
• Safe Harbor 401K Plan with up to 4% Matching
• Life Insurance
• Parental Leave
• Vacation and PTO plans
• Paid Parking
• Monthly Team Lunch

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