Job Title Records Retention Coordinator
Location New York, NY
Job Type Full-Time Regular
Job Description

Record Retention Coordinator

New York, NY


The Record Retention Coordinator is responsible for ensuring compliance with the Firm’s record retention policy and retention schedule, and for coordinating defensible disposition of physical and electronic records. The Record Retention Coordinator may also assist with the implementation of legal hold initiatives and data archiving and scan-to-save initiatives, in accordance with the Firm’s policies.

Primary Responsibilities:

Implements the Firm’s retention policy and retention schedule, and ensures records are correctly classified and assigned the correct retention period within all applicable Firm systems.

Programs retention requirements into document management systems.

In conjunction with the Firm’s compliance functions, reviews retention criteria and schedule on a periodic basis.

Performs database searches, audits and record reviews to ensure records are stored and destroyed according to retention schedules.

Develops disposition reports and places appropriate items into defensible disposition queue.

Where necessary, secures client awareness and consent for disposition initiatives.

Coordinates and documents approval for destruction activities.

Ensures all destruction is complete and documented, and that destruction is implemented in accordance with the Firm’s security and data handling policy and protocols.

Generates destruction reports and coordinates destruction with destruction vendors.

Reviews invoices for accuracy and ensures correct handling and processing.

Manages and coordinates retention staff activities, including providing timely feedback and direction, and preparing staff evaluations as directed.

Performs or coordinates disposition audits, as necessary.

Principal liaison with third party storage facilities and disposition vendors on questions or retention and defensible disposition.

Develops disposition plans and reports for the Firm’s management as scheduled or requested.

Serve as a resource to answer questions regarding the retention and disposition of Firm records.

Such other functions as directed by management.


Bachelor’s degree required.

5+ years’ experience in records or information governance with an emphasis on retention and disposition preferred.

Strong computer and database skills with knowledge of records-specific content management systems.

Proficient in ordinary MS Office productivity applications, and experience using SharePoint or other collaborative file sharing systems.

Ability to access, input, analyze, and retrieve information from various computer applications and to learn and utilize new applications on an expedited basis.

Highly developed organizational skills and attention to detail.

Advanced communication and written skills.

Excellent organization, problem solving and critical thinking skills.

Excellent interpersonal and strong leadership skills.

Able to handle multiple projects and priorities simultaneously with a high degree of accuracy, professionalism and client-service orientation.

Possess a commitment to deliver the highest quality service to internal and external customers.