Document Control Specialist with 15 plus years of Client Services experience. Proficient in Microsoft Word formatting and document management. Familiar and comfortable with paper-based document control procedures in addition to GMP regulated environment. Excellent eye for detail and highly organized. Document Review Specialist with demonstrated success negotiating, researching and communicating effectively. Provided leadership vision, direction, development and maintenance of multiple complex and high priority contracts directly impacting business strategies of organization. Strong organizational skills to think strategically and react quickly to internal and external needs. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Management position. Ready to help team achieve company goals.
Duties included responsibilities for the inventory and custody of all paper records relating to client engagements such as workpapers, tax returns, billing and correspondence for the firm. Provided internal services to client service delivery employees and collaborate with designated local operations service representatives.
Managed employees and monitored request service for Southeast offices (Atlanta, Birmingham, Charlotte, Fort Lauderdale, Greensboro, Greenville, Jackson, Jacksonville, Knoxville, Memphis, Miami, Nashville, Orlando, Raleigh, San Juan, PR and Tampa) and Northeast offices (Baltimore, Boston, Harrisburg, Hartford, New York, Norfolk, Tyson's, Philadelphia, Pittsburgh, Richmond, Short Hills, Stamford, Washington DC and The Office of General Counsel)
Retrieve files for the Office of General Counsel and Department of Professional Practice to meet client needs for files that have been placed into lawsuits to ensure compliance with the firm's risk policy.
Maintained firm records int the firms internal database named OmniRim.
Created, stored and retrieved client files from third-party vendor Iron Mountain.
Researched specialized files request and responds the Office of General Counsel requests within a 24hour time frame.
Researches and locate missing files from internal clients and 3rd party vendor Iron Mountain.
Generate specializes reports using Microsoft Excel, Word and Powerpoint.
Facilitate file transfers and shipping from office to office.
Interacts with vendors and reconcile billing, stock supplies and keep track of inventory.
Train other members of workgroup nationally throughout firm and assist with various internal records projects.
Travel to various offices nationally to manage, train employees and decommission records centers.
Manage p-cards for expenses made for Records Centers.
Maintained firm records, created, stored and retrieve client files and helps to ensure accuracy of firm database OmniRim into the firms record system. Researched specialized file requests and responds to Office of General Office requests. Managed and traveled to 16 southeast offices (Atlanta, Birmingham, Charlotte, Fort Lauderdale, Greensboro, Greenville, Jackson, Jacksonville, Knoxville, Memphis Miami, Nashville, Orlando, Raleigh, San Juan, PR and Tampa)
Provided mail services for Big 4 Accounting firm. Processed and distributed incoming and outgoing mail and packages sent via interoffice, outside courier services, United States Postal Service, United Parcel Service, Federal Express and DHL for overnight delivery.
Assisted in the troubleshooting of mail related issues; interacted with vendors and post office representatives. Coordinated specialized bulk mailings, maintained and serviced postal equipment, maintained tracking logs for packages and signatures for packages, maintained employee mailboxes and delivered packages to administrative assistants and Managers and Partners in the firm. Stocked supplies and kept track of mailroom inventory. Assisted in training of other members of workgroup and assisted in various mail projects.
Microsoft Excel, Word and Powerpoint