Opportunity to become the trusted administrator of critical multi-entity family and business records
High-impact role within a sophisticated single-family office supporting multiple entities
Collaborative, relationship-driven environment with direct partnership in the records room
Work with a supportive team and a very collaborative Direct Supervisor
YOUR TYPICAL DAY
Classify, file, and manage high volumes of documents (investment, ranch, vehicle, and entity records)
Maintain document integrity through version control, naming standards, and access management
Administer electronic filing systems (Revver) and support potential system enhancements
Coordinate document retrieval requests and support audits, retention, and compliance processes
Partner cross-functionally to ensure consistency while respecting established workflows and preferences
YOU HAVE / BACKGROUND PROFILE
Experience in document control, records administration, or high-volume administrative roles
Exceptional attention to detail with strong organization and accuracy
Ability to manage sensitive information with discretion and confidentiality
Process-oriented mindset with patience and adaptability to established systems
Proficiency in Microsoft Office; familiarity with electronic document systems
EXTRA CREDIT / NICE TO HAVES
Experience with Revver (formerly eFileCabinet)
Exposure to records retention, archiving, and compliance audits
Comfort supporting system transitions or document workflow improvements
For a confidential conversation: Lauren Costley | lcostley@deaconrecruiting.com | 210.494.1000