Williams Lea Tag Records Associate, II in Washington, District Of Columbia

Requisition #


Post Date



Records Associate, II


Mon- Fri 8:00 am - 5:00 pm






The Records Supervisor is a member of the on-site Williams Lea Tag team delivering exceptional customer service at our client

locations. Responsibilities include supervision of the Records team, file and database maintenance, fulfilling client record requests and special projects as needed.

Job Responsibilities:

  • Execute daily records activities as part of the Records team

  • Act as the Primary Records contact which includes providing supervision and direction to Records team.

  • Maintenance of the Firm's records database.

  • Maintenance of the inventory stored within the records department, including routine file purges and transfers of files to an offsite storage facility.

  • Management of the Firm's inventory of boxes in an offsite storage facility, including the offsite filing system, box retrieval, box additions and box refiles within the inventory.

  • Management of the annual file destruction and box audit process.

  • Maintenance of supply inventory within the records department.

  • Development of procedures to ensure the highest level of service and accountability.

  • Maintenance of all hard copy files and documents, including permanent, work paper, audit, confirmation, correspondence, tax returns, restricted, research files.

  • Preparation of files to be shipped to offsite warehouse. Includes computer input of boxes and content of each box. Each box must be numbered for retrieval purposes.

  • Generate reports from the records database for internal customers

  • Conduct follow with internal customers for return of retrieved items to records department and/or storage.

  • Ensure quality assurance initiatives are being observed at all times.

  • Actively work on procedure refinement.

  • Provide and run reports as requested.

  • Communicate with client on job or deadline issues.

  • Prioritize and monitor work flow.

Williams Lea Tag offers an exciting and supportive business environment. We develop our people and reward their contribution. We work with openness and integrity. We are an equal opportunity employer. We

maintain a drug-free workplace and perform pre-employment substance abuse testing.


Job Requirements:

  • 2-4 year of prior experience in records management, including records management systems, imaging and emerging technologies with B.S. degree, or 5-8 years relevant experience.

  • Experience implementing an Electronic Records System is desirable.

  • Excellent verbal and written communication skills.

  • Intermediate computer knowledge preferred.

  • Ability to prioritize and handle multiple tasks.

  • Ability to work in a fast paced environment.

  • Ability to make independent decisions.

  • Excellent organizational skills.

  • Ability to meet deadlines and complete all projects in a timely manner.

  • Ability to handle sensitive and/or confidential materials a must.

  • Must work well in a team environment.

  • Good problem solving skills.

  • Ability to work overtime as needed.

  • Must be able to work standing up all or most of the time.

  • Professional telephone demeanor.

  • Member of ARMA preferred

Williams Lea Tag offers competitive salaries and an excellent benefits package. We are an equal opportunity employer. We maintain a drug-free workplace

and perform pre-employment substance abuse testing

Apply On-line