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Records Workflow Coordinator

San Francisco, CA, us💼 Full-time💰 $22–$31🗓 2026-09-02 → 2026-09-25

Core

Coordinate records workflow, manage file retrieval and database maintenance, and deliver client record services.

Role type

Records Workflow Coordinator

Builds

Client record requests and internal records management workflows

Domain

Legal records services and information governance

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

records management, file retrieval, database maintenance, workflow coordination, data entry, quality assurance, MS Office, alpha-numeric filing, vendor coordination, physical document handling

Preferred skills

legal/banking/corporate environment experience, records terminology knowledge, complex job handling

Technologies

records software programs, MS Office (Word, Excel), timekeeping or job tracking systems

Responsibilities

Coordinate workflow within the team and delegate work requests; Provide job intake for records services; Monitor workflow to ensure efficiency and deadlines; Locate, retrieve, and prepare records files for clients; Conduct and review data entry into records management database; Assist in completing large or complex jobs; Direct Quality Assurance process; Produce required reports on schedule; Train new team members; Handle sensitive and confidential documents; Lift up to 50 lbs. regularly.

Seniority

Mid-level, independent contributor

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