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Keeper of Records

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Rockland Trust

Yesterday

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Legal
  • Peabody

AI generated summary

  • You need a high school diploma, attention to detail, strong communication skills, proficiency in document management systems, and the ability to work independently and meet deadlines accurately.
  • You will process legal court orders, verify and manage research requests, collaborate with teams, file documents, appear in court, and ensure compliance with legal standards.

Requirements

  • High School Diploma or equivalent required.
  • Strong attention to detail and ability to manage a high volume of legal documents.
  • Excellent communication skills for liaising with internal teams, external entities, and court representatives.
  • Proficiency with multiple systems and applications for document management.
  • Ability to work independently and meet deadlines while maintaining accuracy.

Responsibilities

  • Review and process around 500 legal court orders annually (e.g., Grand Jury Subpoenas, Mass Criminal Subpoenas, Bankruptcy, IRS Summons).
  • Ensure legal documents are accurate and complete before processing, coordinating with internal teams to locate responsive materials.
  • File and record legal documents, deliver them to courts or parties, and bill agencies for research fees.
  • Collaborate with the Legal and Security teams, and appear in court to represent the bank and testify on document accuracy.
  • Process verification requests (e.g., Account Verifications, Mass Health Applications) and ensure completeness before processing.
  • Manage over 40 research requests per week from internal business units, ensuring timely completion and billing for research fees.
  • Utilize various systems (Horizon, COLD+, ImageCentre, etc.) to compile necessary documents and assist other departments in locating information.
  • Assist management with special projects, including bank acquisitions and data verification.
  • Ensure all tasks are completed in accordance with legal and regulatory standards, particularly GLBA compliance.

FAQs

What is the primary responsibility of the Keeper of Records?

The primary responsibility of the Keeper of Records is to process legal court orders, represent the bank in court to testify to the accuracy of documents, and manage research requests while ensuring compliance with GLBA.

How many legal court orders does the Keeper of Records process annually?

The Keeper of Records processes around 500 legal court orders annually.

What qualifications are required for the Keeper of Records position?

A High School Diploma or equivalent is required, along with strong attention to detail, excellent communication skills, proficiency with multiple systems, and the ability to manage a high volume of legal documents.

Are there any specific systems or applications that the Keeper of Records should be familiar with?

Yes, the Keeper of Records should be proficient with various systems such as Horizon, COLD+, and ImageCentre for document management.

What kind of benefits does the bank offer to its employees?

The bank offers a comprehensive benefits package that includes competitive compensation, health and dental insurance, a 401K and DC plan for retirement, LTD & life insurance, daycare reimbursement, tuition assistance, and participation in a wellness program, among other benefits.

Does the Keeper of Records need to appear in court?

Yes, the Keeper of Records is required to appear in court to represent the bank and testify on the accuracy of documents.

Is there a requirement for the Keeper of Records to collaborate with other teams?

Yes, the Keeper of Records must collaborate with internal teams, external legal entities, and law enforcement to ensure timely and accurate responses to legal requests.

What kind of work environment can employees expect at Rockland Trust?

Employees can expect a respectful and inclusive environment at Rockland Trust, where everyone is given the chance to succeed.

Are there accommodations available for individuals with disabilities?

Yes, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

How many research requests does the Keeper of Records manage weekly?

The Keeper of Records manages over 40 research requests per week from internal business units.

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Rockland Trust

Where Each Relationship Matters

Finance
Industry
1001-5000
Employees
1907
Founded Year

Mission & Purpose

Rockland Trust is a full-service commercial bank headquartered in Massachusetts, offering a wide range of personal, business, and commercial banking services, including loans, savings, and checking accounts. Their ultimate mission is to build enduring relationships by providing exceptional banking solutions and personalised service. The purpose of Rockland Trust is to enhance the financial well-being of their customers and communities by fostering trust and offering reliable financial guidance and support.