Connecticut, US

Records & Data Entry Coordinator

Job Description

Under the direction of the Director of Business Operations and Strategy, the Records and Data Entry Coordinator will work with core leadership and client teams to facilitate the effective and timely actioned archiving of client records.  The Records and Data Entry Coordinator will be responsible for ensuring Dallas office adherence to the Firm’s mandated data retention and destruction (DRD) policies.

Ability to lift up to 25lbs will be needed as this will require visits to our offsite file storage vendor facility on a regular basis. 

Essential Duties and Responsibilities:


Responsible for providing support to all Dallas Partner teams with regards to records management including, but not limited to: preparing files to be archived; requesting files to be pulled from archive; maintaining the records database/log; assisting with digitization project; assisting with data destruction projects as needed.

Data Entry

The RDEC will take direction from the Dallas Reporting Team and the Dallas Data Management designees to assist all Dallas Partner teams with data entry in Connect to facilitate correction of data integrity deficiencies identified through audit reporting. 

Data Projects

The RDEC will provide support to all Dallas Partner teams on office wide data related projects as they arise. (i.e. Cap Check Refund project; RFE Log Updates, Connect Job Bank creation; etc.)

Reception Coverage

The RDEC will cover reception desk daily (for a clearly defined time period) to allow for Admins. and APs to be released from that responsibility.  The current staff rotation for reception desk coverage remains in place as a back-up.  Phone tree remains in place. 

Path Created with Sketch. US-Dallas
Full Time
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