Our client is seeking a Records Assistant in their Naples office!
Responsibilities:
Support in Managing Records for Offices in Bonita Springs, Naples, and Palm Beach Gardens
Acquire proficiency in all functionalities of records management software (iManage/IRM)
Assist in meticulously managing daily tasks, including creating new client files (including Redwelds/inner folders upon request), adding to existing files, creating or updating client original document envelopes, and ensuring accurate and timely filing of client materials
Update file labels to reflect changes in client or matter names
Respond promptly to and address records requests, inquiries, and concerns from attorneys and staff
Coordinate the retrieval of files from off-site storage through online interfaces and process them upon receipt
Arrange for the return of files to off-site storage and schedule warehouse pickups
Participate in biannual file room purges and adjustments of file room shelves
Maintain the file room's cleanliness, organization, and supply inventory
Fulfill other assigned duties, which may include filing, scanning, and additional records-related projects as required
Assist colleagues and provide coverage for office services and reception duties as directed by the Florida Office Administrator, including file check-in, proper shelving, and archiving
Requirements
Must have personal transportation
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.