Records & EDMS Officer

Responsibilities

• Manage the end-to-end electronic records lifecycle, including review, retention, archiving, and destruction activities
• Conduct detailed audits of engagement and non-engagement records across Teams, SharePoint, and network drives
• Coordinate and execute records destruction processes, including obtaining approvals and maintaining audit trails
• Maintain and update records databases and tracking tools to ensure accurate documentation of all actions
• Support engagement closure processes, ensuring financial, documentation, and compliance requirements are met
• Prepare reports and insights for Partners and stakeholders to inform decision-making and approvals
• Engage with stakeholders across service lines to confirm actions, follow up outstanding items, and manage expectations
• Manage archiving and clean-up of digital environments, including restructuring and standardising file systems
• Work closely with Technology teams to resolve access issues and support system updates and migrations
• Identify and implement improvements to workflows, reporting, and centralised records management practices
• Strong attention to detail with the ability to accurately manage large volumes of information
• Excellent organisational skills with the ability to manage competing priorities and deadlines
• Proven ability to engage with stakeholders and effectively follow up to achieve outcomes
• Strong communication skills, both written and verbal, with confidence engaging senior stakeholders
• Problem-solving mindset with the ability to investigate issues and navigate complex data environments
• Experience working with Microsoft 365 tools, particularly Teams, SharePoint, and related systems
• Understanding of records management principles, including retention and destruction policies
• Ability to work collaboratively across multiple teams and build effective working relationships
• High level of integrity, accountability, and discretion when handling sensitive information
• Relevant qualification in records management or demonstrated equivalent practical experience

Additional Information

We are seeking a highly organised and detail-oriented Records & EDMS Officer to join our team and play a critical role in managing the firm's electronic records lifecycle. This role is responsible for ensuring records are accurately maintained, retained, archived, and destroyed in line with governance and compliance requirements across a complex digital environment. Working closely with the Records & EDMS Manager and key stakeholders across the business, you will support engagement lifecycle closure, contribute to firmwide information governance across Teams, SharePoint, and network drives, and deliver reporting to Partners and leadership. This is a hands-on role where attention to detail, curiosity, and the ability to navigate large volumes of information are essential to success. You will also play an important role in identifying opportunities for process improvement and centralisation of records management practices, helping the business reduce risk, improve accessibility, and maintain high standards of compliance.

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