Description
Organize, index, and maintain physical and electronic records—such as correspondence, invoices, receipts, and forms—according to established classification, retention, and security policies; retrieve and deliver records on request and process disposition in compliance with legal and organizational requirements.
- • Create, update, and close records in line with filing and retention standards.
- • Track records movement to ensure borrowed files are returned.
- • Collect records from departments and intake new submissions.
- • Classify and index records by content, function, user, or chronological/alphanumeric scheme.
- • Review incoming materials to determine classification, retention, and access level.
- • File or stage records in cabinets, boxes, offsite storage, or electronic repositories per index data.
- • Assign identifiers, barcodes, or metadata to records for tracking and retrieval.
- • Respond to records inquiries and fulfill authorized retrieval requests.
- • Maintain and improve recordkeeping procedures and filing taxonomies.
- • Conduct periodic audits for accuracy, completeness, legibility, and condition.
- • Apply retention schedules to archive, transfer, or securely destroy records per policy and legal requirements.
- • Operate records equipment, such as high-density shelving, scanners, or labelers.
- • Design or update forms, indexes, and templates supporting records management.
- • Retrieve and view legacy records from microfilm or microfiche, as needed.
- • Enter and update record metadata, locations, and disposition data in records management systems.
- • Provide general office support, including document imaging, mail processing, and safeguarding confidential materials.
- • Maintain logs and generate reports on records inventory, usage, and disposition activity.
- • Provide copies or certified extracts of records to authorized users and document chain of custody.
- • Support audits, legal holds, and discovery by preserving and producing responsive records.
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
