Records Management Associate
Company: T. Rowe Price
Location: Owings Mills
Posted on: June 4, 2020
A career at T. Rowe Price says you want to contribute and make a
difference at a leading global investment management firm where
success results from the dedication our associates have in building
success for our clients. We are a growing organization of
associates from diverse backgrounds, experiences, and
perspectives.We take a long-term view on associates and their
careers. Our associates do phenomenal work with purpose, and as a
result, we provide growth opportunities through in-person and
online training, management development programs, and career
development on the job.If you are seeking a meaningful work
experience along with a workplace culture that thrives on teamwork,
we invite you to explore the opportunity to join us.PRIMARY PURPOSE
OF THE POSITION
The Records Management Associate is well rounded and well-versed in
all records management processes. This role serves as a primary
backup to the Records Management leader for both analytical work
and retention policy and procedure. The position manages the annual
records destruction process for assigned cost centers and provides
input to the Supervisor for procedure updates based on new trends
observed. Finally, the position analyzes activity billing for
accuracy and trends in services..
- Responsible for assisting with the development, implementation
and execution of the records management program for T. Rowe Price,
Inc. Ensuring compliance with recordkeeping requirements for
investment records. Conducts audits of records created and
maintained by lines of business. Independently develops and
utilizes records management metrics, dashboards, audits, surveys
and other RIM reports to identify potential issues related to the
investment industry records management program. Tracks the Record
Life-Cycle of all records within T. Rowe Price as well as off-site
storage locations; Develops policies and procedures related to
remediation of damaged records and investigates any unauthorized
destruction, alienation and damage to records; Collaborates with
Offices of Legal and Compliances to establish, coordinate, and
maintain governance and compliance.
- Coordinates pick-up and delivery of archived information from
various users and keeps them abreast of expected service
turnaround. Works in conjunction with archiving vendor Iron
Mountain, to obtain and send archived information. Works with
associates to negotiate return dates and schedule document pick-up.
Processes approximately 100-200 boxes monthly. Acts as back-up for
Pratt Street services.
- Primary for all billing and budget functions. Processes the
Iron Mountain monthly invoices by Accounts Payable's Month End key
dates.. Distinguishes charges for Mutual Fund Service Agreement
centers and non-mutual fund service agreement centers. Analyzes
charges for each order to ensure correct charges were applied for
proper services utilized, notifies supervisor and Iron Mountain of
errors then follows-up for adjustments. Updates billing and storage
data in tracking spreadsheet to ensure accurate capture of data to
utilize in the formulation of the annual budget. On alternating
months will upload reconciled charges to Accounts Payable via
- Proficient on Records Management program record keeping system
(Accutrac/Iron Mountain Connect)to ensure accurate tracking of
records; updates and tracks archived information using "Accutrac"
to ensure appropriate receipt and delivery of documents and
placement of orders. Ensure database is always updated and data is
input accurately in each step of the process.
- Generates and distributes Destruction Eligibility list to
business unit representatives with instructional memo, sends
approved destruction list to Iron Mountain and reviews data from
Iron Mountain Preliminary Destruction List to ensure accuracy.
Follows process of destruction to ensure timely completion and
verification. Performs follow-up for credit of stored boxes on
- Responds to requests for obtaining and shipping archived
information to and from Iron Mountain from business units. Provides
guidance on records management process, giving details of process
and walking end user through process.
- Provides ad hoc and one on one training to the internal
business community advising them on the proper process to follow
for submittal of records. Develops annual training material and
presents to Business Unit Reps to educate on the changes and
updates to the record retention policies.
- Software expert on Accutrac and Iron Mountain Connect.
Generates monthly supplemental listings on ad-hoc basis, generate
annual holdings list, generates follow-up reports for boxes signed
out (monthly) and forward lists to BU reps with instructional memos
and updates database for content descriptions. Generates and
develops ad hoc reporting.
- Bachelor's Degree in Business Administration, Library and
Information Science or related field
- 3+ years of experience in records management, information
management, and/or information governance (preferably in a
Financial, Public or Government Agency).
- Proficient in Microsoft Office suite applications and
familiarity of metadata and its application desired.
- Project management experience preferred.
- Ability to communicate effectively, both verbally and in
writing, with all levels of personnel, including legal and
- Professional certificate or secondary education in records or
- High school diploma or equivalent and related experience.
- Strong knowledge of concepts, processes, technology tools and
risk management as it relates to records management, information
management and information governance from creation through to
disposition, including management of records transferred to
- Ability to understand associated technology and analyze data
and industry trends in order to recommend improvements.
- Ability to articulate and translate records requirements and
mandates between technical teams and business teams
- Solid attention to detail, problem solving, decision making,
customer service and communication skills.
Job Family: Data Management & Reporting
Track: Operations & Business Services
Level: S2T. Rowe Price is an equal opportunity employer and values
diversity of thought, gender, and race. We believe our continued
success depends upon the equal treatment of all associates and
applicants for employment without discrimination on the basis of
race, religion, creed, colour, national origin, sex, gender, age,
mental or physical disability, marital status, sexual orientation,
gender identity or expression, citizenship status, military or
veteran status, pregnancy, or any other classification protected by
country, federal, state, or local law.
Keywords: T. Rowe Price, Washington DC , Records Management Associate, Executive , Owings Mills, DC
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