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Responsibilities Hardcopy:
Creation of new files, following established procedures.
Data entry of all records into the client records management database and lists (WebEDMS, Master Pocket Folder List).
Prepare records for offsite warehouse storages (GRC), as necessary.
Determine freeze applicability and prepare records using IMcreated litigation process.
Implement litigation maintenance and offsite warehouse filing system, including retrievals and refiles (GRC Locator).
Manage offsite warehouse filing system, including retrievals and refiles (GRC Locator).
Generate reports from the records management database/listings as requested (MPFL, WebEDMS).
Locate files at client request for temporary use outside of the department (Customer, Governmental Audits).
Review, organize and implement Drawing Review and Storage System
Followup on files that have been released outside of the department to guarantee records are returned in a timely manner (Legal process).
Participate in projects such as file purges, large filing reorganizations, etc. annually and as necessary throughout the year.
Participates in frequently scheduled activities to maintain client records: Clean Sweeps, Section Reviews, Quarterly Tasks, EOY transition, etc.
Handle sensitive and/or confidential documents and information.
Document Owner for Site IM forms.
Communicate with Coordinator and client on job or deadline issues.
Validates previously worked on IM team tasks.
Validates established IM procedures are being utilized.
Enters all inconsistencies into the team SharePoint Issues & Resolution listing with responsible team member, description of problem, and explanation, if needed.
Enters all IM Rework and notifies IM Scheduler or Coordinator if major problems arise
Correct problematic work to allow for efficient continuance at next start date.
Maintains and reinforces positive relationship with client focal point and department—answering questions and acting as ambassador of team.
Information resource for Trainees.
Communicate with manager and occasionally client if job or deadline issues are identified.
Creating maintenance process improvements once issues are identified.
Responsibilities Electronic:
Creation of new files, following established procedures.
Data entry of all records into the client records management database (WebEDMS).
Create and edit complex documents to specifications using expert word processing and advanced document knowledge.
Scan, organize, tag (using metadata) and convert documents to/from different software packages.
Recover/restore corrupted document files when needed.
Determine freeze applicability and prepare records using IMcreated litigation process.
Generate reports from the records management database/listings as requested (MPFL, WebEDMS).
Implement, maintain, and report File Share Security, Document Properties, metrics, and record retention process.
Locate files at client request for temporary use outside of the department (Customer, Governmental Audits).
Participate in projects such as file purges, large filing reorganizations, etc. annually and as necessary throughout the year.
Participates in frequently scheduled activities to maintain client records: Records Management Audits, Section Reviews, Quarterly Tasks, EOY transition, etc.
Handle sensitive and/or confidential documents and information.
Document Owner for Site IM Electronic procedures.
Communicate with Coordinator and client on job or deadline issues.
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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