What are the responsibilities and job description for the Legal Records & E-Discovery Analyst position at Jackson?
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Job Purpose
The Legal Records & E-Discovery Analyst is a valued member of the Records Management & E-Discovery team within Legal. The Analyst collaborates with stakeholders across the enterprise to ensure compliance with records management policies and procedures, performs e-discovery tasks, and carries out a variety of complex legal and operational tasks, both independently and as part of a team.
Essential Responsibilities
Job Purpose
The Legal Records & E-Discovery Analyst is a valued member of the Records Management & E-Discovery team within Legal. The Analyst collaborates with stakeholders across the enterprise to ensure compliance with records management policies and procedures, performs e-discovery tasks, and carries out a variety of complex legal and operational tasks, both independently and as part of a team.
Essential Responsibilities
- Ensures company records are managed in accordance with state and federal requirements, internal policies and procedures, and records management best practices.
- Evaluates records management policies, procedures, and systems to support the efficient and effective administration of company records and information throughout the records lifecycle.
- Reviews team mailbox inquiries, performs research, and ensures timely responses.
- Supports records management projects by assisting with project plans, timelines, roadmaps, action items, stakeholder communications, and completion tracking.
- Reviews regulatory requirements and operational business needs to determine appropriate company record retention periods.
- Coordinates legal hold issuance, release, and quarterly review/reminder processes, utilizing the applicable software platform, in collaboration with the Matter Management team.
- Performs e-discovery activities, including assisting with data preservation, collection, review coordination, production tracking, and related matter support as needed.
- Manages various request, review, and approval processes handled by the Records Management & E-Discovery team.
- Develops reporting, metrics, presentations, FAQs, and other materials to communicate project status, support awareness initiatives, and drive stakeholder engagement.
- Adheres to records management policies and procedures while exercising sound judgment in escalating issues as appropriate.
- Participates in training and awareness initiatives, including the development and presentation of records management programs and key initiatives to departments and teams as needed.
- Manages a network of departmental record coordinators who assist with the inventory and disposition of company records in an efficient and compliant manner.
- Drafts emails, letters, memoranda, reports, meeting notes, and summaries as needed.
- Tracks and evaluates industry trends, best practices, and improved methods or technologies related to records management.
- Supports other Legal initiatives as needed.
- Builds and fosters relationships across the enterprise.
- Performs other duties and/or projects as assigned.
- Strong verbal and written communication skills.
- Effective organizational, time management, and problem-solving skills.
- Ability to track, research, analyze, and recommend action based on applicable rules and regulations.
- Detail-oriented and focused on accuracy.
- Ability to handle multiple priorities in a fast-paced, quickly changing environment.
- Solid interpersonal skills and ability to establish and maintain effective working relationships with peers and senior management.
- Willingness to be flexible and adaptable.
- Ability to maintain a high degree of confidentiality and professionalism while operating in a collegial environment.
- Achievement-oriented and able to take on challenges.
- Ability to productively contribute to a team environment and work remotely as needed.
- Ability to be proactive and take full ownership of projects and tasks assigned.
- Demonstrated initiative and ability to work with little or no supervision.
- Open to constructive feedback.
- Working knowledge of Microsoft Office applications and SharePoint software.
- Associate's Degree or equivalent experience required.
- 3 years of professional work experience required.
- Experience in audit, compliance, legal, operations, project management, records management, or risk functions preferred.