Information Management Analyst

About the position As part of the Information & Records Governance team, you will have the opportunity to assist with document evaluation, inventory, retention schedule reviews, business system assessments, and records disposition processes. You will support offsite records operations activities, including new physical and electronic records intake, physical records archiving, retrievals and returns, retention application, and other related administrative activities. Additionally, you will assist with preparation and maintenance of business function records registers and ensure alignment with the corporate retention schedule. Coordination with information owners on records evaluation and retention requirements for information stored in all types of media will be part of your responsibilities. You will also assist internal and external clients with information retrieval and provide requested information, provide document production support for regulatory and legal requests, and assist with reviewing new and/or changes in regulatory recordkeeping requirements and determining if updates to the retention schedule are needed. Other duties may be assigned as necessary.

Responsibilities

• Assist with document evaluation, inventory, retention schedule reviews, business system assessments, and records disposition processes.
• Support offsite records operations activities, including new physical and electronic records intake, physical records archiving, retrievals and returns, retention application, and other related administrative activities.
• Assist with preparation and maintenance of business function records registers and ensure alignment with the corporate retention schedule.
• Coordinate with information owners on records evaluation and retention requirements for information stored in all types of media.
• Assist internal and external clients with information retrieval and provide requested information.
• Provide document production support for regulatory and legal requests.
• Assist with reviewing new and/or changes in regulatory recordkeeping requirements and determining if updates to the retention schedule are needed.
• Perform other duties as assigned.

Requirements

• 1-3 years of relevant work experience involving records and information management, preferably for a global corporation; or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education.
• In-depth knowledge and understanding of records and information management theories, practices, techniques, rules, and regulations.
• Experience and ability working in a fast-paced/changing environment, accurately managing multiple tasks simultaneously and meeting deliverables promptly.
• Ability to manage confidential and/or sensitive information professionally and appropriately.
• Ability to effectively communicate (written and orally) in a concise and professional manner and establish effective working relationships with all levels of personnel within the company as well as external service providers/vendors.
• Proficient computer skills/experience with word processing, databases, and spreadsheets.
• Effective analytical and critical thinking skills.
• Excellent attention to detail and accuracy.
• High level of initiative and ability to work in a team environment as well as independently on standardized / recurring assignments, and on more complex projects under the direction of senior staff.
• Ability to lift up to 50-pound boxes in addition to loading and moving handcart/truck to transport boxes.

Nice-to-haves

• Financial services industry experience in a global firm preferred.
• Understanding of securities regulatory requirements and operating policies for mutual funds & investment advisers preferred as well as applicable global rules and regulations.
• Knowledge of the use of automated systems, software, and equipment for records management, particularly as they apply to records retention, preferred.

Benefits

• Hybrid working and reasonable accommodations.
• Generous Holiday policies.
• Paid volunteer time to step away from your desk and into the community.
• Support to grow through professional development courses, tuition/qualification reimbursement and more.
• Maternal/paternal leave benefits and family services.
• Complimentary subscription to Headspace - the mindfulness app.
• Corporate membership to ClassPass and other health and well-being benefits.
• Unique employee events and programs including a 14er challenge.
• Complimentary beverages, snacks and all employee Happy Hours.

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