Records Associate

C&W Services
dental insurance
United States, California, Los Angeles
Nov 07, 2024
Job Title Records Associate Job Description Summary The Records Associate in addition to creating, tracking, and preparing hard copy files for storage, will be proficient in analyzing electronic data related to paper files. This task requires the ability to utilize file tracking software to search for and locate records, extract data into Excel format, and perform detailed electronic analysis on the data using complex Excel formulas. Candidates must have the ability to understand detailed retention schedules and how to apply them to client records. Additional responsibilities include, navigating complex excel spreadsheets, and filtering key data for utilization in various records projects. Excellent verbal and written communication skills are critical to being successful in this role as frequent interaction with internal and external stakeholders will be required. Job Description ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Utilize file tracking software to initiate search, locate and retrieve hard copy records from storage. Distribute file(s) to requestor while updating software with current location. Produce Management reports upon request utilizing search criteria provided by the requestor. Perform detailed analysis on both structured and unstructured data to determine eligibility for disposal. Review disposal reports against retention schedules and produce reports for Management review and approval. Compare disposal reports against legal hold reports and retain records as necessary. Create, organize, and navigate excel spreadsheets containing an abundance of data while utilizing various formulas including Conditional Formatting, VLOOKUP etc., to review the data. Prepare physical files for storage following Client's procedures. Create records in file tracking software and attach electronically to appropriate archive box in the system before sending the physical box to archive storage. Utilize storage vendor's software to place orders to retrieve records from archives, run management reports, send, and return records and boxes to archives. Where necessary, scan documents to electronic format using established naming conventions and forward electronically to requestor. Maintain a soft copy on designated drive. Periodically audit, edit and update records as necessary in file tracking software. Perform all tasks in a timely manner, while adhering to client policies related to sensitive and / or confidential documents and information. All duties as assigned. Must assist in providing services in all service lines in addition to primary role. #INDCWS JOB REQUIREMENTS & QUALIFICATIONS: High school diploma or equivalent (GED) required. Minimum of two years records management experience with extensive experience working with a records management software required. Strong Computer Skills required, specifically advanced Excel skills. Attention to detail with emphasis on accuracy and quality of work product. Ability to prioritize work to balance multiple projects and deadlines. Ability to multi-task and work in a fast-paced team environment Excellent verbal and written communication skills Exceptional customer service skills Must be able to lift up to 50 lbs. on a regular basis. Must be able to work standing up for long periods of time when required. Knowledge and basic experience operating reproduction equipment, to scan files to electronic format. Experience solving basic technical problems. DESIRED SKILLS: Good interpersonal skills and comfortable working in a team environment Excellent customer service skills Excellent organizational skills Ability to work with minimal supervision. Outstanding punctuality/attendance record Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $23.00 - $23.00 C&W Services is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, protected veteran status or any other characteristic protected by law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.