Job Description:

It's fun to work at a company where people truly believe in what they are doing!

Job Description:

Provide records creation, circulation, storage, tracking, transfer and retention services as defined or outlined in EPIQ’s service agreement with client.

Essential Job Responsibilities

• Provide records creation, circulation, storage, tracking, transfer and retention services defined or outlined in EPIQ’s service agreement with client


• Provide support for miscellaneous requests with a “can do” attitude and philosophy


• Maintain a positive team-player mentality


• Accurately communicate with client staff and EPIQ team members regarding commitments, deadlines, challenges, requests, etc.


• Deliver on service commitments in a timely and accurate manner


• Invest proper effort and QC approach to deliver highest quality work and service


• Comply with EPIQ’s standards of operations as set forth in the contract agreement, the site operations manual, and the employee handbook


• Expected to uphold the Standards of Service and best practices developed by EPIQ


• Follow established guidelines and procedures for creating, circulating, storing, tracking, transferring and destroying client records


• Monitor and listen to clients to understand inquiries and requests in order to provide accurate information about the facilities and services with prompt assistance


• Tracking the circulation of files to and from client staff in Records Management System (RMS) database


• Preparing inactive files for offsite storage or digitization, performing file culling activities as instructed


• Tracking the activity of inventory sent and retrieved from offsite storage vendors


• Registration of new files in RMS to store physical records as instructed


• Perform regular inventory of files stored onsite in client facilities, including exception reporting


• Assist client staff with identifying the existence and/or location of relevant information


• Assist client with file transfer activities, obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment as instructed


• Assist client with retention activities, including obtaining relevant files, preparing file indexes, staging for review, and preparing for shipment or secure destruction as instructed


• Assist client with clean-up activities, including triage, categorization, and appropriate storage or disposition of content

Qualifications & Characteristics

• High School Diploma or equivalent (4 years of college preferred)


• Possess a minimum of 2 years’ experience in a professional office environment working in a file or records clerk capacity


• Familiarity with FileTrail, iManage Records Manager, Autonomy Records Manager (FileSurf), LegalKey and/or similar Records Management Systems


• Familiarity with iManage Work, NetDocument, OpenTEXT DM and/or similar Document Management Systems


• Familiarity with imaging/scanning or electronic records management preferred

Job Requirements

• Be personable, articulate, knowledgeable and professional in presenting oneself


• Flexibility in dealing with simultaneous projects


• Attention to detail


• Excellent communication (verbal and written) and organizational skills


• Detail oriented and exceptionally attentive to accuracy


• Ability to learn skills quickly


• Ability to lift or move 40 lbs. or greater


• Exceptional knowledge of Microsoft products


• Exceptional knowledge of online project management tools/applications or ability to learn quickly


• Strong initiative required; ability to work independently with minimal direct supervision


• Ability to function with a high level of patience, tact and diplomacy to defuse anger and collect accurate information


• #INDHP

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.