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About the Role

The Records Specialist supports records and information management operations within client environments, ensuring compliance with policies and procedures. This role is critical for maintaining accurate records systems, managing the file lifecycle, and ensuring secure handling and accessibility of physical and electronic records.

Responsibilities

• Register, create, organize, and maintain physical and electronic files within Records Management Systems (RMS).
• Track the circulation and movement of records to and from authorized client personnel while maintaining accurate records activity logs.
• Prepare inactive records for offsite storage, archiving, digitization, or secure disposition in accordance with established retention schedules and client requirements.
• Perform file culling, categorization, indexing, and records cleanup activities to support records management initiatives and operational efficiency.
• Assist with file transfers, matter mobility projects, retention initiatives, and records disposition activities as directed.
• Maintain accurate labeling, indexing, and metadata standards to ensure efficient retrieval and accessibility of records.
• Manage the storage, retrieval, and organization of records stored onsite and with offsite storage vendors.
• Conduct routine inventories and audits of records stored at client facilities and offsite storage locations to ensure accuracy and accountability.
• Assist authorized personnel with locating, retrieving, and returning records in a timely and professional manner.
• Monitor records access and circulation to ensure compliance with confidentiality, security, and records handling procedures.
• Coordinate records shipments, transfers, and deliveries while maintaining accurate chain-of-custody documentation.
• Ensure records management activities comply with client requirements, organizational policies, retention schedules, and information governance standards.
• Maintain accurate tracking, monitoring, and documentation of records activity, service requests, operational logs, overtime, and billing-related entries.
• Support records audits and quality control initiatives to ensure data integrity, accuracy, and operational compliance.
• Handle confidential and sensitive client information with professionalism, discretion, and strict adherence to privacy standards.
• Identify opportunities for process improvements and operational efficiencies within records management workflows.
• Prepare operational reports related to records activity, inventory management, file tracking, and departmental performance metrics.
• Maintain accurate records documentation and reporting systems to support operational transparency and compliance.
• Assist with administrative and operational tasks related to records management projects and departmental initiatives.
• Collaborate with clients, operational teams, and leadership to support records-related requests and service needs.
• Participate in ongoing training and development programs related to records management systems, operational procedures, and compliance standards.
• Support team collaboration and maintain a professional, customer-focused approach in all client and workplace interactions.
• Promote operational excellence, organization, and adherence to Opensity Solutions service standards and workplace policies.

Requirements

• High school diploma or GED required.
• Minimum of 1 year of experience in records management, file services, imaging/scanning, document control, or related operational support roles preferred.
• Ability to lift or move materials weighing up to 40 pounds.
• Ability to walk, bend, kneel, stand, or sit for extended periods of time.
• Ability to move packages and records using standard wheeled carts with load capacities up to 75 pounds.

Skills

• Strong understanding of records management principles, document control, and file lifecycle management.
• Excellent attention to detail with strong organizational and accuracy skills.
• Ability to manage multiple priorities and maintain productivity in fast-paced operational environments.
• Strong verbal and written communication skills with a customer service-oriented mindset.
• Ability to maintain confidentiality and securely handle sensitive client information.
• Strong problem-solving and analytical abilities with attention to operational accuracy.
• Experience working with records management systems and document management platforms.
• Ability to work independently and collaboratively within a team environment.
• Proficiency in Microsoft Office Suite and operational technology systems.
• Familiarity with records management systems such as FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey, NetDocuments, OpenText DM, or similar platforms preferred.
• Proficiency in Microsoft Office Suite required.

Experience Level

• Minimum of 1 year of experience

Education Level

• High school diploma or GED

Salary/Compensations

• Up to 90,000 USD per hour
• May be eligible for an annual bonus

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

About the Company

• Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Equal Opportunity

• Opensity is an Equal Opportunity Employer.
• We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
• Employment decisions at Opensity are based on qualifications, merit, and business needs. This policy applies to all aspects of employment, including recruitment, hiring, promotion, compensation, training, discipline, and termination.
• Opensity is committed to providing reasonable accommodations for qualified individuals with disabilities, for pregnancy related conditions, and for sincerely held religious beliefs, in accordance with applicable law.
• We do not tolerate retaliation against individuals who raise concerns or participate in an investigation related to equal employment opportunity.