5 Records Clerk Job Description Templates and Examples | Himalayas

5 Records Clerk Job Description Templates and Examples

Records Clerks are responsible for organizing, maintaining, and managing physical and digital records for an organization. They ensure that documents are accurately filed, easily retrievable, and comply with regulatory requirements. Junior Records Clerks typically handle basic filing and data entry tasks, while senior roles may involve overseeing records systems, ensuring compliance, and supervising other clerks.

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1. Junior Records Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Junior Records Clerk to join our team. In this role, you will support our records management processes by accurately maintaining and organizing important documentation. Your work will ensure that our records are easily accessible and compliant with all relevant regulations.

Responsibilities

  • Assist in the organization and maintenance of physical and digital records
  • Input and update records in the database with high accuracy
  • Conduct regular audits to ensure the integrity and confidentiality of records
  • Support the retrieval and archiving of documents as needed
  • Collaborate with team members to streamline record-keeping processes
  • Respond to record requests and assist in data entry tasks

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent
  • Strong attention to detail and organizational skills
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to manage time effectively and prioritize tasks

Preferred:

  • Previous experience in a records management or administrative role
  • Familiarity with electronic records management systems
  • Basic understanding of compliance and data protection regulations

Technical Skills and Relevant Technologies

  • Experience with data entry and record-keeping software
  • Knowledge of document management systems and practices

Soft Skills and Cultural Fit

  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Strong problem-solving skills and adaptability
  • A proactive approach to improving processes and efficiencies

Benefits and Perks

We offer a competitive salary and a comprehensive benefits package that may include:

  • Health, dental, and vision insurance
  • Retirement savings plan
  • Paid time off and holidays
  • Opportunities for professional development

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, or any other protected status.

Location

This is a remote position within [$COMPANY_LOCATION].

2. Records Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a detail-oriented Records Clerk to join our organization. In this role, you will be responsible for managing and maintaining accurate records, ensuring compliance with regulatory standards, and facilitating efficient retrieval of information across various departments. Your meticulous attention to detail and organizational skills will play a crucial role in supporting our operational needs.

Responsibilities

  • Manage the lifecycle of records from creation to archiving, ensuring that all documentation is accurate, up-to-date, and compliant with relevant regulations.
  • Facilitate the organization and storage of physical and digital records, implementing best practices for data management.
  • Conduct regular audits of records to ensure accuracy and compliance, identifying and resolving discrepancies as they arise.
  • Assist internal departments with information retrieval requests, ensuring timely and secure access to necessary documents.
  • Collaborate with IT and compliance teams to develop and maintain electronic records management systems.
  • Train staff on proper records handling procedures and compliance requirements.

Required and Preferred Qualifications

Required:

  • High school diploma or equivalent; associate degree or relevant certification preferred.
  • 2+ years of experience in records management or a similar administrative role.
  • Strong understanding of data privacy regulations and compliance standards.
  • Proficient in Microsoft Office Suite and experience with records management software.

Preferred:

  • Experience in a fully remote work environment.
  • Familiarity with electronic document management systems.
  • Detail-oriented with strong organizational and multitasking skills.

Technical Skills and Relevant Technologies

  • Proficient in data entry and management, with a strong emphasis on accuracy.
  • Experience with document scanning and archiving technologies.
  • Knowledge of database management systems and electronic filing systems.

Soft Skills and Cultural Fit

  • Exceptional attention to detail and focus on quality.
  • Strong communication skills, both written and verbal.
  • Ability to work independently and manage time effectively in a remote environment.
  • Proactive problem-solving skills and a positive attitude towards change.

Benefits and Perks

Salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Comprehensive health, dental, and vision insurance.
  • Flexible work hours and remote work opportunities.
  • 401(k) retirement plan with company matching.
  • Generous paid time off and holiday leave.
  • Access to professional development resources and training programs.

Equal Opportunity Statement

We are committed to building a diverse and inclusive workforce at [$COMPANY_NAME]. We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or veteran status.

Location

This is a fully remote position.

We encourage applicants to apply even if they don't meet all the qualifications. Your unique experiences and insights are valuable to us!

3. Senior Records Clerk Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented Senior Records Clerk to join our team, responsible for managing, organizing, and safeguarding critical records and information. In this role, you will leverage your expertise in records management to enhance operational efficiency and ensure compliance with regulatory requirements. You will also act as a mentor to junior clerks, guiding them in best practices for data handling and documentation.

Responsibilities

  • Oversee the systematic organization and maintenance of all physical and digital records, ensuring easy retrieval and compliance with privacy regulations.
  • Implement and refine records management policies and procedures to enhance efficiency and accuracy in data handling.
  • Conduct regular audits of records for accuracy and completeness, addressing discrepancies as needed.
  • Provide training and support to junior team members on records management best practices.
  • Collaborate with various departments to ensure that records management practices align with organizational needs.
  • Assist in the development of a robust records retention schedule in compliance with legal and regulatory requirements.

Required and Preferred Qualifications

Required:

  • 5+ years of experience in records management or a related field.
  • Proficient in records management systems and software, including document imaging and electronic filing systems.
  • Strong understanding of data privacy laws and regulations.
  • Excellent organizational skills and attention to detail.

Preferred:

  • Certification in records management (e.g., CRM, RMP) is a plus.
  • Experience in a specific industry relevant to [$COMPANY_NAME] and its operations.

Technical Skills and Relevant Technologies

  • Familiarity with records management software (e.g., SharePoint, Laserfiche).
  • Proficiency in MS Office Suite, particularly Excel and Access.
  • Understanding of database management and data entry systems.

Soft Skills and Cultural Fit

  • Exceptional communication skills, both written and verbal.
  • Strong analytical skills and problem-solving abilities.
  • Proactive approach to task management and process improvement.
  • Ability to work independently and as part of a collaborative team.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Flexible work hours and remote work options.
  • Comprehensive health and wellness benefits.
  • Professional development opportunities.
  • Paid time off and holiday leave.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds, experiences, and identities. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, or any other basis protected by applicable law.

Location

This is a remote position within [$COMPANY_LOCATION]. We encourage applicants to apply even if they don’t meet all the qualifications, as we value diverse perspectives and experiences.

4. Records Supervisor Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking an experienced Records Supervisor to oversee and enhance our records management processes. This role is essential for ensuring compliance with regulatory standards, optimizing data retrieval, and managing the lifecycle of records. As a key member of our team, you will implement strategies to improve recordkeeping practices and lead initiatives to foster a culture of accountability and accuracy.

Responsibilities

  • Develop and enforce records management policies and procedures to ensure compliance with applicable laws and regulations
  • Supervise the daily operations of the records management team, providing training and support to staff
  • Conduct regular audits of records management practices to identify areas for improvement and implement corrective actions
  • Collaborate with various departments to streamline access to records and ensure the integrity of data
  • Manage the electronic and physical storage of records, overseeing the indexing, classification, and retention schedules
  • Lead projects aimed at digitizing records and integrating technology solutions to enhance efficiency

Required and Preferred Qualifications

Required:

  • Bachelor's degree in Information Management, Library Science, or a related field
  • 5+ years of experience in records management or related field, with at least 2 years in a supervisory role
  • Strong understanding of records management best practices and relevant regulations

Preferred:

  • Certification in Records Management (e.g., CRM, RIM) is a plus
  • Experience with electronic document management systems (EDMS) and data governance frameworks

Technical Skills and Relevant Technologies

  • Proficiency in records management software and tools
  • Knowledge of data protection laws and compliance requirements
  • Experience with digital transformation initiatives and project management

Soft Skills and Cultural Fit

  • Exceptional organizational and analytical skills, with a keen attention to detail
  • Strong leadership capabilities, fostering a collaborative team environment
  • Effective communication skills, both verbal and written, to engage with diverse stakeholders
  • A proactive approach to problem-solving and the ability to adapt to changing priorities

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Flexible work hours
  • Health, dental, and vision insurance
  • 401(k) retirement plan with company matching
  • Generous paid time off and holidays
  • Professional development opportunities

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

5. Records Manager Job Description Template

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a detail-oriented and highly organized Records Manager to join our team. In this pivotal role, you will oversee the management of all records and information within the organization, ensuring compliance with regulatory requirements and enhancing operational efficiency. You will implement records management policies and practices while collaborating with various departments to optimize information governance.

Responsibilities

  • Develop and manage a comprehensive records management program that aligns with organizational goals and regulatory requirements.
  • Ensure the classification, retention, and destruction of records are conducted in accordance with legal and regulatory standards.
  • Collaborate with cross-functional teams to create and enforce policies for effective records management practices.
  • Conduct regular audits of records to ensure compliance and identify areas for improvement.
  • Provide training and support to staff on records management policies, procedures, and best practices.
  • Utilize records management software to maintain an organized digital filing system and facilitate easy retrieval of information.
  • Serve as the primary point of contact for records-related inquiries and issues.

Required Qualifications

  • Bachelor's degree in Information Management, Library Science, or related field.
  • 5+ years of experience in records management or information governance.
  • Strong knowledge of records management principles, practices, and legal requirements.
  • Experience with records management software and electronic document management systems.
  • Excellent organizational skills and attention to detail.
  • Ability to develop and implement effective records management policies and procedures.

Preferred Qualifications

  • Certification in records management (e.g., CRM, RIM) is highly desirable.
  • Experience in a remote work environment and familiarity with remote collaboration tools.
  • Strong analytical skills with the ability to assess and improve records management processes.

Technical Skills and Relevant Technologies

  • Proficiency in using records management systems and document management software.
  • Strong understanding of data privacy laws and compliance regulations.
  • Experience with data classification and metadata standards.

Soft Skills and Cultural Fit

  • Exceptional written and verbal communication skills.
  • Ability to work independently and manage multiple tasks in a fully remote environment.
  • Proactive problem-solver with a strong commitment to continuous improvement.
  • Collaborative mindset with the ability to build relationships across departments.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

  • Generous paid time off and flexible working arrangements.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company matching.
  • Professional development opportunities and continuing education support.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.

Location

This is a fully remote position.

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