Digital Records and Matter Management Specialist - Berkeley Research Group

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information, please see:
https://illinoisjoblink.illinois.gov/jobs/12303224
Berkeley Research Group

Job Summary:
The Digital Records and Matter Management position is responsible for
overseeing the organization, storage, retrieval, and destruction of
digital records and matter-related data within BRG. This role works
closely with Accounting & Finance, Legal, IT, and Business Unit
stakeholders to ensure that all records and case information are managed
efficiently and in compliance with regulatory standards and client
engagements. The position reports directly to IT's Asset Management
team, playing a crucial role in the integration of digital records
systems and ensuring the seamless flow of matter related information
across departments. The ideal candidate will have a strong understanding
of records management principles, experience with legal and financial
documentation, and the ability to collaborate effectively with various
teams to support BRGs strategic objectives.
Reporting Relationships:
IT Asset Management
Key Contacts:
Works closely with Legal, Risk & Compliance, Finance and Business Unit
partners
This role will work in conjunction with IT Teams: Cybersecurity and
Infrastructure, IT Risk and Compliance, IT Expert Solutions, IT Project
Management, and IT Operations
Major Responsibilities/ Job Functions:
The major responsibilities and job functions for the Digital Records and
Matter Management Coordinator position working closely with the Legal
Department and the Accounting Department, focusing on managing matters
(or engagements) from inception to closure, include the following:
Major Responsibilities:
1. Matter Lifecycle Management:
- Oversee the end-to-end management of BRG matters or engagements,
from initial intake through to closure.
- Ensure all relevant documentation, including contracts,
correspondence, and financial records, is accurately captured and
maintained throughout the matter's lifecycle.
- Work with the Legal Department to monitor the progress of matters,
ensuring deadlines are met, and key milestones are tracked.
2. Collaboration with Legal Department:
- Serve as a liaison between the Legal Department and other
stakeholders, facilitating communication and ensuring that legal
requirements are integrated into the matter management process.
- Assist in the preparation, organization, and storage of legal
documents related to each matter, including pleadings, briefs, and
discovery materials.
- Support legal staff in maintaining an up-to-date and comprehensive
digital record of all active and closed matters.
3. Coordination with Accounting Department:
- Collaborate with the Accounting Department to ensure that financial
aspects of matters, such as billing, invoicing, and expense
tracking, are accurately recorded and aligned with legal
documentation.
- Ensure timely and accurate reconciliation of financial records with
matter files.
4. Digital Records Management:
Implement and manage a diverse digital records system that securely
stores all matter-related documents and financial records, ensuring they
are easily accessible to authorized personnel.
Develop and enforce records retention policies that comply with legal,
regulatory, client and organizational requirements.
Continuously evaluate and improve digita

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Berkeley Research Group is an Equal Opportunity Employer and does n ot
discriminate against any applicants for employment based on their race,
color, religion, sex (including pregnancy, sexual orientation, or gender
identity), national origin, age, physical or mental disability, genetic
information, veteran status, uniformed service member status, or any
other status protected by law.