Records Management Officer Lisboa

Records Management Officer
Lisboa
Lisboa, Lisboa, Portugal

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The person filling this position will need to be able to partner and work across multiple
- functional areas, including Information Technology, Compliance, Legal, Controls, centralized Records Management Program, and the Data Management office.

As part of the role, there will be a working rota to cover east coast AMER time zone three times per week and in case of a regulatory exam.

Responsibilities:

1. Maintain and update RMO policy, procedures, and retention schedule.
2. Support the automation of manual processing of regulatory and
   - regulatory records.
3. Oversee
   -
   - day operations within RMO.
4. Assist in transforming the firm’s records management processes to meet organizational and regulatory requirements.
5. Operate effectively in a complex environment, managing multiple initiatives across global markets, technology, and project management.
6. Familiarity with current regulations related to Records Management.
7. Perform governance assessments on new bank projects to ensure RMO standards, compliance with regulations, and proper recordkeeping.
8. Coordinate
   - party testing efforts to validate compliance with SEC Rule 17a-4.
9. Work closely with IT to oversee system administration for internal records repositories, ensuring proper implementation and efficiency.
10. Assist with analyzing, troubleshooting, and resolving system issues.
11. Develop and design training materials and courses on records management for staff.
12. Monitor the Records Management Governance Tool to ensure schedules are up to date and compliant with regulatory changes.
13. Collaborate with stakeholders to achieve compliance with recordkeeping/data certifications.
14. Lead WORM (Write Once, Read Many) Governance initiatives to ensure compliance.
15. Drive the RMO Change Management Governance Process by participating in committees and managing related events.
16. Manage
    - party vendor processes related to records and information management.
17. Assist with annual regulatory reporting.
18. Develop, monitor, and validate RMO controls for effectiveness.

Technical skills:

• Advanced proficiency in Microsoft Office (Word, Excel, Power
  Point)
• Knowledge of
  - specific software is a bonus
• Ownership and
  - driven mindset
• Ability to facilitate collaboration and
  - solving among subject matter experts
• Change management skills
• Ability to
  - task and interact effectively across all levels of the firm

Soft skills:

• Excellent communication and interpersonal skills
• Positive, energetic, and
  - motivated team player
• Strong organizational skills and attention to detail
• Flexibility to work in a changing environment and cover different time zones
• Project management skills

Experience/requirements:

7-12 years of professional experience, with mandatory global markets experience.