Records Lead
- Line-manage a team of three setting objectives and conducting regular one-to-ones/performance reviews.
- Direct and oversee external contractors/service providers, ensuring services meet agreed SLAs and are delivered on time.
- Review and improve Records working practices to streamline processes and reduce unnecessary administration.
- Plan and deliver ad hoc Records projects, reporting progress, risks and benefits.
- Barcode and register all incoming archive and deeds items in Elite 3E Records Management System (RMS), including file/box contents where provided on storage forms or schedules.
- Return one copy of the completed registration form/schedule, with storage details added, to the relevant fee-earner's secretary.
- Process retrievals: search Elite 3E RMS, order items via providers' web portals, receipt/sign for deliveries, and check-out/check-in items accurately on return.
- Prepare consignments for collection (e.g., fill storage cages, arrange collections with the storage provider).
- Manage permanent withdrawals and update Elite 3E RMS to reflect final disposition.
- Undertake special Records-related tasks as required.
- Destroy client files in line with firm policy, retention schedules and data-protection requirements (e.g., UK GDPR); obtain and retain certificates of destruction.
- Maintain accurate chain-of-custody records and audit trails for all movements.
- Support Business Continuity and Health & Safety procedures relevant to Records operations.
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