Lead Records Associate
Forrest Solutions
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Boston, MA
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Mid-Senior level
Posted April 18, 2026
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Responsibilities
Commitments
Responsibilities
- The Lead Records Associate will be responsible for maintaining data, records, and files necessary to provide exceptional service to an assigned client team or department.
- This role plays a critical part in the implementation and management of document control and records management processes throughout the entire information lifecycle, including both physical and electronic records.
- Evaluate current active records systems for compliance by conducting inventories and reviewing information retrieval needs
- Coordinate information creation, receipt, storage, retrieval, and disposition
- Ensure the security and preservation of records within records centers and inactive storage
- Apply retention schedules to inactive records in accordance with firm policies and regulatory requirements
- Prepare new files in accordance with records system guidelines
- Respond to verbal, telephone, written, and email inquiries regarding records requests in a timely and efficient manner
- Monitor and actively listen to customer inquiries to provide accurate information and prompt assistance
- Collaborate with departments on special information research and retrieval projects
- Maintain excellence in customer service and a strong commitment to supporting client needs
- Perform other duties as assigned Qualifications
Commitments
Location: Boston, MA 02109
Schedule: Monday – Friday | 8:00 AM – 5:00 PM
Professional demeanor with a client-focused approach This is an excellent opportunity for an experienced records professional seeking a stable Monday–Friday schedule in a professional environment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Requirements
- Proven experience in records management and document control
- Required proficiency with Iron Mountain systems and Aderant software
- Strong understanding of records retention policies and lifecycle management
- Excellent organizational skills and attention to detail
- Ability to work independently and manage multiple priorities
- Strong written and verbal communication skills
- Professional demeanor with a client-focused approach This is an excellent opportunity for an experienced records professional seeking a stable Monday–Friday schedule in a professional environment.
- If you are detail-driven, client-focused, and confident in managing records operations at a high level, we encourage you to apply.
Preferred Skills
- Professional demeanor with a client-focused approach This is an excellent opportunity for an experienced records professional seeking a stable Monday–Friday schedule in a professional environment.
We are seeking a highly experienced and detail-oriented Lead Records Associate to join our team in Boston, MA. This position is ideal for a seasoned records professional who can independently manage records operations and perform at a lead level. Please note: this role does not include direct supervisory responsibilities. The “Lead” designation reflects the level of expertise and performance expected in executing job duties. The Lead Records Associate will be responsible for maintaining data, records, and files necessary to provide exceptional service to an assigned client team or department. This role plays a critical part in the implementation and management of document control and records management processes throughout the entire information lifecycle, including both physical and electronic records.
Job Title: Lead Records Associate
Location: Boston, MA 02109
Schedule: Monday – Friday | 8:00 AM – 5:00 PM
Pay Rate: $28.85 per hour Key Responsibilities
Evaluate current active records systems for compliance by conducting inventories and reviewing information retrieval needs
Coordinate information creation, receipt, storage, retrieval, and disposition
Ensure the security and preservation of records within records centers and inactive storage
Apply retention schedules to inactive records in accordance with firm policies and regulatory requirements
Prepare new files in accordance with records system guidelines
Respond to verbal, telephone, written, and email inquiries regarding records requests in a timely and efficient manner
Monitor and actively listen to customer inquiries to provide accurate information and prompt assistance
Collaborate with departments on special information research and retrieval projects
Maintain excellence in customer service and a strong commitment to supporting client needs
Perform other duties as assigned Qualifications
Proven experience in records management and document control
Required proficiency with Iron Mountain systems and Aderant software
Strong understanding of records retention policies and lifecycle management
Excellent organizational skills and attention to detail
Ability to work independently and manage multiple priorities
Strong written and verbal communication skills
Professional demeanor with a client-focused approach This is an excellent opportunity for an experienced records professional seeking a stable Monday–Friday schedule in a professional environment. If you are detail-driven, client-focused, and confident in managing records operations at a high level, we encourage you to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Title: Lead Records Associate
Location: Boston, MA 02109
Schedule: Monday – Friday | 8:00 AM – 5:00 PM
Pay Rate: $28.85 per hour Key Responsibilities
Evaluate current active records systems for compliance by conducting inventories and reviewing information retrieval needs
Coordinate information creation, receipt, storage, retrieval, and disposition
Ensure the security and preservation of records within records centers and inactive storage
Apply retention schedules to inactive records in accordance with firm policies and regulatory requirements
Prepare new files in accordance with records system guidelines
Respond to verbal, telephone, written, and email inquiries regarding records requests in a timely and efficient manner
Monitor and actively listen to customer inquiries to provide accurate information and prompt assistance
Collaborate with departments on special information research and retrieval projects
Maintain excellence in customer service and a strong commitment to supporting client needs
Perform other duties as assigned Qualifications
Proven experience in records management and document control
Required proficiency with Iron Mountain systems and Aderant software
Strong understanding of records retention policies and lifecycle management
Excellent organizational skills and attention to detail
Ability to work independently and manage multiple priorities
Strong written and verbal communication skills
Professional demeanor with a client-focused approach This is an excellent opportunity for an experienced records professional seeking a stable Monday–Friday schedule in a professional environment. If you are detail-driven, client-focused, and confident in managing records operations at a high level, we encourage you to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.