The Physical Records Management Specialist supports Americas-wide physical records operations, ensuring accurate inventory control, secure storage, compliant disposition, accurate reporting and effective vendor coordination. The role acts as a point of contact for records-related inquiries, operational issues, and service delivery across multiple business units and locations. This role will work closely with a financial Cushman and Wakefield client to maintain compliance within Records Management. The role may require occasional travel(up to 10%) and tasks include but are not limited to: Physical Records Inventory & Systems Management - Manage enterprise physical records inventories, including records stored with approved off-site vendors, ensuring accurate location tracking, data integrity, and lifecycle status within internal systems such as the Physical Records Indexing System (PRIS) and vendor platforms (e.g., Iron Mountain Connect). - Identify, investigate, and resolve discrepancies related to box locations, checkouts, returns, and legacy inventory records to ensure system accuracy and audit readiness. - Perform system testing and validation within physical records indexing platforms to support system enhancements, regulatory requirements, and continuous process improvement initiatives. - Respond to additional ad-hoc requests as needed Vendor & Physical Records Services Coordination - Serve as a liaison with external physical records management vendors, coordinating records pickups, refiles, deliveries, console placements, destructions, and service schedules. - Ensure adherence to all applicable risk management requirements, key procedural controls, and Records Management policies governing the handling, storage, and disposition of physical records. - Monitor, review, and audit vendor performance against contractual service-level agreements (SLAs), addressing service issues and escalating risks as required. - Respond to additional ad-hoc requests as needed Business Partner Support & Communication - Act as a point of contact for physical records management inquiries through the Records Management Support Line and shared mailbox, as well as between Cushman & Wakefield and client, and vendors. - Partner with internal stakeholders to resolve physical records issues, explain records management requirements, and coordinate large-scale box submissions, transfers, and office relocations. - Provide user support and guidance on physical records archiving processes, retention requirements, and PRIS system usage. - Respond to additional ad-hoc requests as needed Compliance, Risk & Operational Continuity - Track, analyze, and report on physical records management operational metrics, service performance, and risk indicators. - Support the secure handling, storage, retention, and disposition of physical records in accordance with corporate Records Management standards, regulatory obligations, and internal policies. - Ensure continuity of physical records operations by coordinating staffing coverage, workload prioritization, and timely approvals during periods of increased activity, audits, or business change. - Self-motivated, proactive team leader with the ability to work independently and collaboratively within a larger team - Excellent verbal and written communication skills with the ability to clearly convey complex information to diverse audiences - Proven ability to independently plan, prioritize, and manage financial and logistical deliverables across multiple concurrent projects with competing deadlines - Demonstrated ability to deliver high-quality work accurately and on a timely basis - Client-focused with a strong commitment to service excellence and stakeholder satisfaction - Strong analytical and presentation skills; experience with risk management is a plus - Advanced proficiency in Microsoft Office, including Excel and PowerPoint; familiarity with Power BI is a plus - Advanced Excel capabilities, including creating pivot tables, VLOOKUPs, and performing cross-tabulations across multiple data sets to generate meaningful reporting and insights - Flexible, resilient team player with a positive, solutions-oriented attitude - Respond to additional ad-hoc requests as needed
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees