Records Workflow Coordinator
RR Donnelley · San Francisco Bay Area
📍 San Francisco, CA, usvia smartrecruitersPosted 2026-09-02
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RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company’s proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact. Global organizations and regulated industries trust RRD to reduce complexity and drive audience connections across the entire customer journey.
The Records Workflow Coordinator is a member of the Williams Lea team delivering exceptional customer service to our clients. Responsibilities include, but are not limited to file and database maintenance, fulfilling client record requests and general office duties as needed. The Records Workflow Coordinator will perform records tasks, as required, with little to no supervision. Additional responsibilities include workflow coordination amongst the Records team, and assignment of special projects, as needed.
Job duties
(* denotes an “essential function”)
*Coordinate workflow within the team, prioritizing jobs and delegating work requests to associates
*Using advanced customer service skills, provide job intake for records services work according to established policies and procedures and client needs
*Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines
*Locate, retrieve and prepare records files for client requesters or vendors, independently complete records services work tasks according to record and document retention policies, including following up on the proper return, collect, and refiling of records
*Conduct and review data entry into records management database
*Assist the team in completing large or complex jobs i.e. large numbers and/or complex requests
*Direct Quality Assurance process to maintain efficient workflow and assure client satisfaction
*Produce required reports on schedule
*Train new team members
*Utilize appropriate logs and/or tracking software for all assigned work
*Communicate and know when to escalate with peers, supervisor or client on job or deadline issues
Help foster a proactive environment of continuous service enhancement and relationship building with the client
Handle sensitive and/or confidential documents and information
Assist peer teams in other service lines, as needed Complete other tasks and assignments as assigned by management
Professionally interact with clients in person, over the phone or electronically
Adhere to Williams Lea policies in addition to client site policies
Use equipment and supplies in a cost-efficient manner
Be able to lift up to 50 lbs. on a regular basis, including but not limited to pushing carts of files and lifting boxes of files
High school diploma or equivalent required. Higher level education preferred or equivalent work experience
Minimum 3 years’ experience preferably in a legal, banking or large corporate environment
General knowledge of records terminology (terms of media, category, standard title) with experience in legal records services, record-keeping, records management and information governance
Skilled in records software programs for legal records services, records management or record-keeping, including strength in alpha-numeric filing formats
Advanced knowledge and understanding of file management and retention procedures
Advanced skill in the use of MS Office software (Word, Excel)
Proven ability to coordinate workflow and use timekeeping or job tracking system
Ability to check work of other team members as part of the established quality assurance (QA) procedure
Ability to coordinate and maintain relationships with external vendors
Ability to work in a fast-paced, team environment, working both independently and collaboratively
Ability to prioritize work, balance projects and meet deadlines in a timely manner
Strong attention to detail with good organizational skills and emphasis on accuracy and quality
Ability to handle sensitive and/or confidential documents and information
Ability to make independent decisions that conform to business needs and policy with little oversight
Ability to troubleshoot more complex or advanced tasks, equipment, or software concerns on own; understands when to escalate a problem to a supervisory level
Excellent verbal and written communication skills, including professional telephone and email etiquette in the face of immediate deadlines and pressure
Must be self-motivated with positive can-do attitude
Proven customer service skills are required to create, maintain and enhance customer relationships
Must be able to interact effectively with multi-functional and diverse backgrounds
The salary range for this role at the noted RRD location is $21.97-31.20 / hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
Shift: Monday - Friday 8:30 AM - 5:30 PM
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RRD is an Equal Opportunity Employer, including disability/veterans
At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate yo
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