Records Specialist

RECORDS SPECIALIST – SACRAMENTO

THE FIRM

Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Sacramento, San Francisco, Los Angeles, Orange County, and San Diego, more than 80 attorneys assist clients throughout California with business and litigation needs, including corporate law, finance and tax law, labor and employment, real estate, intellectual property, entertainment, and digital media. We maintain our leadership position by creating a value-added, trust-based relationship with our clients, supporting our local communities, and developing deep subject-matter expertise. We offer a supportive and collegial environment where individual contributions are recognized and celebrated, and hard work is balanced with personal fulfillment and responsibilities. 

THE OPPORTUNITY

Weintraub Tobin is currently seeking a full-time on-site (40 hours per week), experienced Records Specialist to join our Records Department in our Sacramento Office. The successful candidate must be able to multi-task in a fast-paced and professional environment, enjoy working as part of a team, and demonstrate a commitment to quality client service. 

RESPONSIBILITIES

• Collect, organize, and maintain loose filing and other physical records
• Run conflict checks and compile reports for attorney review
• Assist with opening new matters in client intake system, ensuring accurate entry of client and billing information
• Perform shelf maintenance and assist with regular inventories and safeguard records to prevent firmwide loss or misplacement
• Manage files and boxes in off-site storage, including the accurate storage and retrieval thereof
• Assist with the upkeep, filing, and retrieval of electronic documents
• Assist with incoming and outgoing file transfers
• Handle copying and scanning of documents, case files, and other materials as requested by attorneys, secretaries and paralegals
• Utilize Microsoft Excel, Word, and Outlook proficiently to manage and track records
• Additional duties as assigned

SKILLS AND ABILITIES

• High school diploma and some college coursework with 2 - 4 years of administrative or law firm experience
• Previous records management experience with demonstrated knowledge of filing procedures and best practices in a legal environment is preferred
• Self-motivated and able to work independently
• Ability to multi-task and meet deadlines
• Superior attention to detail and organizational ability
• Mastery of alphabetical, numerical and chronological sequencing
• Ability to work concurrently on a variety of projects and work effectively under pressure 
• Adept at working independently or on a team in providing timely and quality client service to attorneys and staff
• Communicate effectively with attorneys and legal staff at all levels
• Flexibility to assist in other departments when needed
• Reliable, professional and punctual
• Strong analytical and problem-solving skills
• Ability to lift and move up to 50 lbs

EQUAL EMPLOYMENT OPPORTUNITY

The Firm is an equal opportunity employer. It is Firm policy to provide equal opportunities to all qualified individuals regardless of race, color, creed, religion, national origin, sex, age, physical or mental disability, medical condition, marital status, sexual orientation, sexual identity, genetics, veteran status, or any other class protected under federal, state, or local law. This policy applies to all terms and conditions of employment. It is the intent of the Firm to comply with all applicable federal and state laws with respect to fair employment practices. The Firm will provide reasonable accommodation to qualified applicants and employees with a known disability or medical condition or for an employee’s religious beliefs provided the accommodation does not cause undue hardship to the Firm. Any applicant or employee with a qualifying disability or medical condition, or a religious practice, that requires an accommodation in order for the employee to perform the essential function of his or her job, should contact the Human Resources to discuss it further so the Firm can determine if a reasonable accommodation exists and can be provided.

Salary range: $40,000-$50,000 (based upon experience)

NOTE: We are not currently accepting inquiries from recruiters or recruiting agencies. All applications must be submitted directly by the candidates.