Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lydell Jefferson

Jackson Heights,NY

Summary

Highly accomplished and results-driven Records & Information Management Supervisor with over two decades of progressive experience in legal and financial sectors, including leadership of a $400 million records program at Morgan Stanley. Proven expertise in information governance, policy development, workflow optimization, and leveraging advanced systems like Legal Key, AccuTrac, and SharePoint to enhance data integrity and operational efficiency. Recognized as a Top 10 Records & Information Deputy in NY State for exceptional contributions to organizational information strategy and achieving significant cost reductions and retrieval rate improvements.

Overview

30
30
years of professional experience

Work History

Administration Assistant I

School Construction Authority
01.2022 - Current
  • Orchestrated end-to-end administrative and information workflows for the IEH Department, managing all project-related documents for incoming service requests from DOE and internal SCA Divisions.
  • Managed complex calendar and meeting logistics for Managers and Directors, coordinating attendees, facilities, and security, and proactively resolving scheduling conflicts to optimize executive time.
  • Spearheaded the processing of all incoming IEH Service Requests in Enfo, establishing critical service numbers and assigning technical staff to ensure efficient project initiation.
  • Developed and provided comprehensive monthly asbestos project reports for Director and upper management, compiling data from multiple sources into detailed spreadsheets with charts for strategic decision-making.
  • Maintained meticulous project, contract, and office files in adherence to SCA policies, ensuring timely and accurate filing of all records for quick retrieval.
  • Administered employee attendance and annual leave logs, and managed office supply inventory and budget, ensuring continuous operational readiness.

Records Management & Information Supervisor/Records & Information Administrator

SCA/Forum Personnel
09.2013 - 12.2022
  • Rapidly advanced to interim Supervisor within four days of hire due to demonstrated leadership and exceptional ability to quickly grasp complex systems and lead daily operations.
  • Oversaw and optimized records management processes, which resulted in a 10% reduction in lost archives and a 20% improvement in the recovery of misplaced documents.
  • Managed daily administrative operations for the IEH Department, including comprehensive file management across all five NYC boroughs, ensuring accuracy and coordinating transfers with Central Files.
  • Acted as a primary liaison for 30+ external vendors, coordinating remote file searches and ensuring timely distribution of critical Labor Law documents.
  • Proactively identified and resolved discrepancies in weekly records, implementing corrective actions to maintain data accuracy and streamline workflow.

Records Management & Information Supervisor

K&L Gates LLP
10.2009 - 09.2013
  • Supervised and coordinated critical information support for attorneys on litigation, audit, and trial preparation activities, ensuring timely access to essential documents.
  • Oversaw the meticulous management of all legal record inventories, encompassing thousands of boxes and individual files stored both onsite and at third-party facilities.
  • Led the transition to digital recordkeeping by implementing systematic electronic scanning of all litigation documents and integrating content into the Legal Key system, significantly improving document retrieval efficiency.
  • Maintained rigorous control over legal documentation, ensuring data accuracy and compliance for sensitive client and case materials.
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
  • Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.

Records Management & Information Supervisor

Wilson Elser Moskowitz Edelman & Dicker LLP
10.2008 - 09.2009
  • Supervised a team of 6 records specialists, providing essential information and document support to 500+ attorneys engaged in a wide range of legal matters.
  • Expertly managed a diverse array of hard copy legal files (permanent, work paper, audit, restricted, litigation), streamlining retrieval requests for critical information vital for case progression.
  • Maintained and updated the Legal Key database to ensure efficient searchability and precise tracking of all legal records.
  • Oversaw the logistics and compliance of all onsite and offsite archive shipments, safeguarding the integrity and chain of custody for sensitive legal materials.
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
  • Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
  • Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.

Records Management & Information Supervisor

Bryan Cave LLP
09.2003 - 09.2008
  • Orchestrated the development and implementation of core records management policies and procedures, standardizing information handling across the firm.
  • Engineered and integrated operational goals by designing and deploying measurement and reporting tools, providing management with daily, weekly, and monthly productivity and expense reports.
  • Functioned as the firm's Legal Key Specialist, managing and maintaining the automated records management program and developing databases for precise control and efficient retrieval of all legal files.
  • Cultivated strong partnerships with offsite archive vendors, overseeing all aspects of remote storage administration, shipment logistics, and the fulfillment of complex attorney retrieval requests.
  • Directed the comprehensive flow of information for all legal litigations and audits, ensuring meticulous tracking, storage, and inter-departmental access of sensitive data.
  • Developed and executed records retention schedules and distribution policies, including proposing innovative information technologies to enhance organizational capabilities.
  • Led staff development and program planning, fostering a skilled team capable of meeting evolving information management demands.

Records Management & Information Supervisor

Morgan Stanley
09.1995 - 08.2003
  • Managed a comprehensive $400 million Records Management program, overseeing all operations, strategic planning, staff development, and day-to-day activities for a global financial institution.
  • Developed and implemented firm-wide records retention schedules, policies, and storage procedures, including the strategic integration of new information technologies to enhance organizational efficiency and compliance.
  • Directed the end-to-end management of legal litigations and audits, meticulously handling the creation, storage, and secure flow of sensitive information across departments and with off-site archives.
  • Administered extensive off-site storage solutions in close partnership with archive vendors, ensuring optimal control and swift retrieval of critical files for client and internal requests.
  • Utilized and maintained automated records management programs and proprietary databases to electronically track, control, and retrieve all files, optimizing information accessibility.
  • Provided executive leadership with crucial insights through comprehensive expense, usage, and productivity reports, derived from in-depth daily, weekly, and monthly data analysis.

Education

High School Diploma -

Automotive High School
Brooklyn, NY
06.1994

ASE Certified - Auto Mechanics

Lincoln Technical Institute
Union, NJ
09.1996

Skills

  • Records & Document Management Systems: Legal Key, AccuTrac, File Surf, MDY, World Docx, Enfo, SharePoint, OneDrive
  • Office & Productivity Software: Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook), Microsoft Teams, Adobe Acrobat, Google Workspace (if applicable)
  • General Office & Administrative: General Office Procedures, Data Entry, High-Volume Data Management, Research & Retrieval, Vendor Management
  • Typing Speed: 80-90 WPM

Timeline

Administration Assistant I

School Construction Authority
01.2022 - Current

Records Management & Information Supervisor/Records & Information Administrator

SCA/Forum Personnel
09.2013 - 12.2022

Records Management & Information Supervisor

K&L Gates LLP
10.2009 - 09.2013

Records Management & Information Supervisor

Wilson Elser Moskowitz Edelman & Dicker LLP
10.2008 - 09.2009

Records Management & Information Supervisor

Bryan Cave LLP
09.2003 - 09.2008

Records Management & Information Supervisor

Morgan Stanley
09.1995 - 08.2003

High School Diploma -

Automotive High School

ASE Certified - Auto Mechanics

Lincoln Technical Institute

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