Records Coordinator Career Path Guide

A Records Coordinator oversees the organization, maintenance, and management of a company’s records and information systems. This role ensures that records are accurate, compliant with regulations, easily accessible, and securely stored. By managing both physical documents and digital files, Records Coordinators play a critical part in supporting daily business operations, regulatory compliance, and organizational knowledge retention.

9%

growth rate

$60,000

median salary

remote-friendly

πŸ“ˆ Market Demand

Low
High
High

The demand is currently high, driven by increasing regulatory requirements across industries, the ongoing transition from paper to digital records, and the critical role of information governance in organizational risk management.

πŸ‡ΊπŸ‡Έ Annual Salary (US, USD)

45,000β€”75,000
Median: $60,000
Entry-Level
$49,500
Mid-Level
$60,000
Senior-Level
$70,500

Top 10% of earners in this field can expect salaries starting from $75,000+ per year, especially with specialized skills in high-demand areas.

Core Functions of the Records Coordinator Role

Records Coordinators act as the central point for managing company records with precision, reliability, and strong attention to detail. Their role spans across numerous industries such as healthcare, legal, government, education, and corporate business where recordkeeping is crucial for operational efficiency and legal compliance.

At the core, this position involves analyzing organizational needs to develop and implement efficient record storage, retrieval, retention, and disposal systems. Coordinators manage both digital databases and physical filing systems, making sure records are organized logically and retrievable by relevant staff members with minimal delay. They often use electronic document management software to improve workflow automation and reduce manual errors.

Additionally, Records Coordinators must stay up-to-date on legal and regulatory requirements pertaining to data privacy, retention periods, and auditing standards. This involves collaborating with compliance officers, IT departments, and managers to ensure all procedures fulfill government regulations and industry best practices. Part of their job often includes training team members and departments in proper document handling and data protection protocols.

Their responsibilities also include archiving historical data, performing regular audits of the record systems, coordinating records requests β€” either internal or external β€” and troubleshooting records-related issues. In dynamic work environments such as hospitals or government agencies, they might support disaster recovery efforts related to vital records. Efficiency in managing time-sensitive information, especially in regulated industries, builds the backbone of organizational transparency and accountability.

By maintaining an accurate, accessible, and compliant information infrastructure, Records Coordinators help minimize operational risk and ensure valuable corporate knowledge is preserved for current and future stakeholders.

Key Responsibilities

  • Manage and maintain electronic and physical records systems according to organizational standards.
  • Develop and update filing and recordkeeping policies and procedures for consistency and compliance.
  • Ensure accurate indexing and cataloging of documents for seamless retrieval.
  • Coordinate with IT teams to implement or upgrade electronic records management systems (ERMS).
  • Monitor compliance with regulatory retention schedules and privacy laws such as GDPR or HIPAA.
  • Process records requests from internal departments and external agencies promptly.
  • Conduct regular audits and quality control checks to identify and resolve discrepancies or missing files.
  • Train and support staff on proper documentation, filing, and secure handling of sensitive records.
  • Coordinate archival of inactive records and manage secure destruction according to retention policies.
  • Assist in disaster recovery planning related to records and data preservation.
  • Maintain confidentiality and security of records to safeguard against unauthorized access or breaches.
  • Prepare detailed reports on records management activities for compliance and operational review.
  • Resolve records-related issues or discrepancies by liaising between departments.
  • Manage vendor relationships related to records storage, destruction, or digitization services.
  • Stay updated on technological advancements and best practices within records and information management fields.

Work Setting

Typically, Records Coordinators work in office environments that might be within a variety of industries including healthcare facilities, government offices, legal firms, educational institutions, or corporate headquarters. The role primarily involves working at a desk with significant computer use, managing digital records software, and interacting frequently with colleagues across departments. Depending on the workplace, coordinators may also handle physical files which requires organization of file rooms or archives. The atmosphere tends to be detail-oriented and structured, with deadlines linked to compliance or project deliverables. While most work is conducted during regular business hours, some organizations may require occasional extended hours or flexibility during audits or record transfer projects. Given the sensitive nature of many records, a quiet, secure, and professional atmosphere is essential. Additionally, Records Coordinators often collaborate with IT, compliance, legal, and administrative teams, requiring strong communication and teamwork skills throughout the workday.

Tech Stack

  • Microsoft Office Suite (Word, Excel, Outlook)
  • Electronic Document Management Systems (e.g., SharePoint, M-Files, OpenText)
  • Records management software (e.g., Laserfiche, FileHold)
  • Database management tools (e.g., Oracle, SQL-based systems)
  • Digital archiving tools
  • Cloud-based storage platforms (e.g., Google Drive, OneDrive)
  • Document scanning and imaging equipment
  • Barcode tracking systems for physical records
  • Compliance management software
  • Data privacy and security tools
  • Audit management software
  • Customer Relationship Management (CRM) software
  • Project management tools (e.g., Trello, Asana)
  • Communication platforms (e.g., Slack, Microsoft Teams)
  • Email management systems
  • Electronic signature platforms (e.g., DocuSign)
  • Data backup and recovery software
  • Records retention scheduling software
  • Enterprise Content Management (ECM) systems

Skills and Qualifications

Education Level

Employers typically require a minimum of an associate or bachelor’s degree for Records Coordinator roles, although some entry-level positions may accept relevant experience in lieu of formal education. Preferred fields of study include Business Administration, Information Management, Library Science, or a specialized degree in Records and Information Management. Educational programs in these areas provide foundational knowledge about organizing, classifying, and securing information both in physical and digital forms. Familiarity with legal and regulatory frameworks around data privacy, records retention, and compliance is often integrated into coursework.

Further studies or diplomas in archival science or certified records management can enhance a candidate’s qualifications and career prospects. Many professionals pursue certifications from bodies such as ARMA International or the Institute of Certified Records Managers (ICRM) which establish credibility and showcase commitment to the field. Continuous professional development is common, given the increasing integration of technology in records management. Understanding information governance, cybersecurity fundamentals, and emerging technologies that impact document lifecycle are critical educational components for success in this role.

Tech Skills

  • Electronic Document Management System (EDMS) proficiency
  • Data indexing and cataloging
  • Records retention and disposal scheduling
  • Database querying and management (SQL basics)
  • Document scanning and digitization
  • Knowledge of compliance software
  • Filing and classification standards (e.g., ISO 15489)
  • Basic IT troubleshooting and support
  • Data privacy regulations comprehension (HIPAA, GDPR)
  • Use of cloud storage and backup solutions
  • Barcode and RFID tracking systems
  • Audit preparation and execution
  • Electronic signature technology
  • Records preservation techniques
  • Quality assurance and error detection

Soft Abilities

  • Exceptional organizational skills
  • Attention to detail and accuracy
  • Strong communication and interpersonal skills
  • Problem-solving aptitude
  • Confidentiality and ethical judgment
  • Time management and prioritization
  • Adaptability to evolving technology
  • Team collaboration
  • Customer service orientation
  • Analytical thinking

Path to Records Coordinator

Starting a career as a Records Coordinator begins with obtaining relevant education, ideally an associate or bachelor’s degree in fields like Business Administration, Library Science, or Information Management. Those currently in unrelated fields can often transition by gaining experience through internships or entry-level administrative roles focused on documentation and filing.

Building a strong foundation in document management techniques, classification systems, and data privacy laws is critical early on. Seeking certifications such as the Certified Records Analyst or Certified Records Manager through ARMA International enhances professional credibility and can distinguish candidates in the job market. Hands-on experience with records management software is essential, so aspiring coordinators should familiarize themselves with popular platforms through training programs or online tutorials.

Gaining experience through internships or junior administrative positions in industries with stringent recordkeepingβ€”like healthcare, legal firms, or governmentβ€”can provide practical insight into daily record coordination. Networking with professionals in records management organizations and participating in workshops can also enhance skills and open job opportunities.

Advancing requires continuously updating technical skills to keep pace with evolving digital document management trends. Demonstrating ability to manage complex filing systems, oversee compliance audits, and implement process improvements can lead to supervisory roles. Engaging in lifelong learning and remaining current with changing regulations around data privacy and electronic recordkeeping is essential to career advancement.

In summary, a combination of formal education, professional certification, practical experience, and ongoing learning forms the foundation for becoming a successful Records Coordinator.

Required Education

Formal education for Records Coordinators typically includes earning an associate or bachelor’s degree. Relevant majors involve Information Management, Business Administration, Library and Information Science, or Archival Studies. These degree programs cover fundamental subjects such as information organization, records lifecycle, data security, and compliance standards.

Beyond college degrees, professional development comes from certifications offered by recognized bodies. The Institute of Certified Records Managers (ICRM) offers a structured certification program including the Certified Records Manager (CRM) designation which covers all aspects of records management. Similarly, ARMA International’s Certified Records Analyst (CRA) program focuses on practical knowledge and skills relevant to the role.

Training programs, often available through colleges, professional associations, or online platforms, provide hands-on experience with leading records management software like Laserfiche, SharePoint, or FileHold. Workshops and seminars on regulatory compliance (HIPAA, GDPR), data privacy, digital archiving, and security best practices are beneficial.

In workplaces, on-the-job training complements formal learning by allowing coordinators to gain domain-specific knowledge regarding company policies and industry-specific regulations. Many organizations encourage ongoing learning through vendor training sessions for new document management system implementations or upgrades.

This blend of education, certification, and continuous training equips Records Coordinators with a comprehensive skill set to manage both traditional and cutting-edge records management in complex environments.

Career Path Tiers

Junior Records Coordinator

Experience: 0-2 years

Entry-level coordinators focus heavily on learning organizational systems and mastering daily tasks such as filing, data entry, and document scanning. They support senior staff by preparing records for audit, conducting physical file maintenance, and assisting with document retrieval requests. At this stage, the emphasis is on accuracy and understanding records management software and regulations under supervision.

Records Coordinator

Experience: 3-5 years

This mid-level position involves independent management of records systems with additional duties including policy implementation, audit preparation, and closer collaboration with legal and compliance teams. Coordinators at this level troubleshoot issues, submit compliance reports, and start to guide junior staff or interns. Becoming proficient with electronic document management systems and retention schedules is expected.

Senior Records Coordinator

Experience: 6-8 years

Senior coordinators lead records management projects, optimize workflows, and often oversee a team of records specialists. They act as key advisors on regulatory compliance and technology adoption related to records. This role requires advanced technical knowledge, leadership skills, and the ability to train staff across departments as well as liaise with external auditors and vendors.

Records Manager

Experience: 8+ years

Managers develop enterprise-wide records policies and strategies. They manage budgets, negotiate vendor contracts, and align records systems with broader information governance frameworks. Leadership responsibilities include staff development, risk management, and ensuring cross-departmental compliance. They serve as the organization's subject matter expert on records lifecycle and information security.

Global Outlook

Records coordination is a globally relevant profession, with significant demand in countries that have strict compliance regulations and robust business infrastructures. North America, especially the United States and Canada, features a mature market due to stringent privacy laws like HIPAA and industry standards that require accurate records management. Europe, with GDPR enforcing high data protection standards, also offers ample opportunities, particularly in multinational corporations, healthcare systems, and government agencies.

In Asia-Pacific regions, emerging economies such as Australia, Singapore, and Japan show growing needs for Records Coordinators as these countries adopt digital transformation initiatives in their public and private sectors. The Middle East and parts of Africa, investing in governance and infrastructural modernization, are beginning to build demand for trained records professionals.

Multinational organizations often require Records Coordinators who understand cross-border regulatory differences, language diversity, and cultural nuances in records handling. Remote and hybrid work arrangements are gaining traction in well-developed countries, broadening opportunities for records professionals who can manage electronic systems remotely but may still require occasional onsite presence for physical file management.

Language skills, certifications recognized internationally, and adaptability to local data protection laws are valuable assets for Records Coordinators working globally. The role’s growth connects closely with global trends toward digital compliance, privacy regulation enforcement, and corporate governance.

Job Market Today

Role Challenges

Records Coordinators today face the challenge of managing increasingly complex and voluminous data, often across hybrid physical and digital environments. Balancing strict compliance requirements such as HIPAA, GDPR, and industry-specific mandates demands constant vigilance and knowledge updates. Organizations transitioning to cloud storage or new ERMS platforms risk data loss or compliance gaps during migration processes, placing additional pressure on coordinators to oversee secure transfers. Cybersecurity threats present ongoing risk, requiring close coordination with IT and security teams to protect sensitive information. Furthermore, shifting workplace structuresβ€”such as remote or hybrid modelsβ€”generate new challenges in maintaining control over records access and ensuring consistent adherence to protocols across dispersed teams. Limited resources, budget constraints, or resistance to process changes from internal stakeholders can hinder efforts to modernize records management infrastructure and practices.

Growth Paths

The increasing regulatory scrutiny surrounding data privacy and records retention is a powerful growth driver for the Records Coordinator profession. Businesses across sectors must invest more in managing digital records with precision and transparency. The rise of cloud computing, big data analytics, and automation in document workflows presents opportunities for Records Coordinators to evolve into strategic roles focusing on digital transformation and information governance. Specialized sectors like healthcare, legal, finance, and government continue to see high demand due to the critical nature of their records. Organizations integrating AI-driven data management tools require specialized skills to configure and monitor these systems, expanding the scope of the role. Additionally, increasing emphasis on environmental sustainability encourages the digitization of records and reduction of physical paper files, positioning Records Coordinators as key contributors to green initiatives. Career advancement often includes moving into management or compliance advisory functions, reflecting growing enterprise-wide recognition of records management complexity.

Industry Trends

Digital transformation is reshaping records management with advanced electronic document management systems (EDMS) becoming the norm. Automation tools now handle routine sorting, indexing, and retention tagging, improving accuracy and saving time. AI and machine learning are also gradually applied for predictive analytics on records risk and compliance monitoring. Cloud-based storage platforms offer scalable and secure solutions but raise new questions about data sovereignty and cross-border regulations. Privacy regulations continue to expand, with new frameworks emerging globally that demand higher accountability in managing personal and sensitive data. Records management is increasingly integrated with broader information governance initiatives, incorporating cybersecurity, legal compliance, and data ethics. Hybrid work arrangements create demand for records coordinators who can operate seamlessly in virtual as well as physical office environments. Environmental consciousness drives organizations to digitize and reduce paper, while blockchain technology begins to offer promising solutions for tamper-proof and transparent recordkeeping.

A Day in the Life

Morning (9:00 AM - 12:00 PM)

Focus: Records Review & Compliance Checks
  • Review overnight electronic records submissions for accuracy and completeness.
  • Conduct quality audits on randomly selected physical and digital files.
  • Check compliance with retention schedules and flag documents approaching disposal deadlines.
  • Respond to internal requests for records retrieval.
  • Meet briefly with compliance or legal teams to discuss upcoming audits or policy updates.

Afternoon (12:00 PM - 3:00 PM)

Focus: Records Management Systems & Documentation
  • Update metadata and indexes in electronic document management systems.
  • Coordinate with IT on issues related to digital archives or data backups.
  • Train new staff or conduct refresher sessions on records management procedures.
  • Prepare documentation for regulatory audits, including compiling reports.
  • Organize and oversee physical records transfers to offsite storage or scheduled destruction.

Late Afternoon (3:00 PM - 5:00 PM)

Focus: Planning & Collaboration
  • Develop or revise records retention policies based on new regulations.
  • Plan upcoming projects such as digitization efforts or system upgrades.
  • Communicate with department heads about records-related challenges or improvements.
  • Review vendor contracts for document storage or shredding services.
  • Wrap up daily logs and prepare handover notes if working in shifts.

Work-Life Balance & Stress

Stress Level: Moderate

Balance Rating: Good

While the job demands strong attention to detail and adherence to regulatory deadlines, most Records Coordinator roles maintain regular business hours with occasional periods of increased workload near audit seasons or large projects. The role rarely requires frequent overtime unless in specific industries during compliance rushes. Mental focus and organizational skills play a large part in managing stress, but overall, the work-life balance remains positive with clear routines. Remote or hybrid models can enhance flexibility, though responsibilities involving physical records may require office presence.

Skill Map

This map outlines the core competencies and areas for growth in this profession, showing how foundational skills lead to specialized expertise.

Foundational Skills

The absolute essentials every Records Coordinator must master to succeed in organizing and maintaining records efficiently.

  • Records Classification and Indexing
  • Filing Systems Management
  • Basic Database Querying
  • Retention Schedule Knowledge
  • Document Scanning and Digitization

Specialization Paths

Areas to specialize in after mastering the fundamentals including technology integrations and compliance.

  • Electronic Document Management Systems (EDMS) Administration
  • Regulatory Compliance (HIPAA, GDPR, etc.)
  • Records Auditing and Quality Control
  • Digital Archiving and Preservation

Professional & Software Skills

The tools and soft skills needed to thrive in high-functioning business environments.

  • Microsoft Office Proficiency (Excel, Word, Outlook)
  • Project Management and Communication Platforms
  • Vendor and Stakeholder Coordination
  • Attention to Detail and Analytical Thinking
  • Time Management and Prioritization

Pros & Cons for Records Coordinator

βœ… Pros

  • Strong demand across diverse industries including healthcare, legal, and government.
  • Clear career path with opportunities for advancement to managerial roles.
  • Typically stable office-based work with regular hours.
  • Opportunity to specialize in compliance, digital archiving, and information governance.
  • Growing integration of technology offers continuous skill development.
  • Role is critical for organizational accountability and decision-making.

❌ Cons

  • Can involve repetitive or administrative tasks, which some may find monotonous.
  • High responsibility to maintain compliance with strict legal regulations.
  • Managing large volumes of data can be overwhelming without proper systems.
  • Positions sometimes require handling sensitive or confidential information that demands discretion.
  • Technology upgrades and system transitions may cause temporary workflow disruption.
  • Physical handling of paper records may be necessary despite digital trends.

Common Mistakes of Beginners

  • Failing to consistently apply retention and disposal schedules, leading to over-retention or premature destruction.
  • Underestimating the importance of accurate metadata and indexing, which slows document retrieval.
  • Neglecting to stay updated on data privacy laws, causing potential compliance violations.
  • Inadequate training on document management software, resulting in inefficient use of technology.
  • Not maintaining confidentiality protocols properly, risking data breaches.
  • Poor communication with other departments causing missed records requests or misfiled documents.
  • Over-reliance on physical files without pursuing digitization opportunities.
  • Lack of proper documentation on procedures, which complicates audits and handovers.

Contextual Advice

  • Invest time upfront in learning industry-specific regulations relevant to your records.
  • Regularly audit your files to catch errors early and improve system accuracy.
  • Build strong relationships with IT and compliance teams for collaborative problem solving.
  • Embrace continuous learning on emerging data management tools and technologies.
  • Document your processes thoroughly to ensure smooth team transitions or audits.
  • Prioritize confidentiality and security in all handling of sensitive information.
  • Advocate for digitization and automation to reduce manual workload and paper clutter.
  • Develop strong communication skills to effectively liaise with multiple departments.

Examples and Case Studies

Implementing an Electronic Records Management System at a Mid-Size Hospital

A mid-size hospital was struggling with disorganized patient records causing delays in treatment and billing processes. The Records Coordinator led the transition to a new electronic document management system, conducting staff training and establishing clear protocols compliant with HIPAA. The project reduced paper use by 70% and improved record retrieval times substantially.

Key Takeaway: Effective leadership and training during technology adoption ensure smoother transitions and tangible improvements in recordkeeping efficiency.

Ensuring GDPR Compliance in a European Legal Firm

A European law firm hired a Records Coordinator to overhaul their document management practices in light of GDPR enforcement. The coordinator audited existing procedures, implemented strict access controls, and instituted a routine data disposal protocol. Cross-department workshops were held to increase awareness of data privacy obligations.

Key Takeaway: Proactive auditing and staff education are vital for effective compliance with evolving data privacy regulations.

Digitizing Archival Records to Reduce Physical Storage Costs in a Government Agency

Facing rising expenses for offsite physical record storage, a government agency tasked their Records Coordinator with leading a digitization project. They prioritized high-value files, partnered with a digitization vendor, and incorporated metadata tagging to facilitate searchability. The project cut storage costs by 40% and improved public access to historical records.

Key Takeaway: Strategic digitization combined with detailed metadata management maximizes cost savings while enhancing accessibility.

Managing Records Retention During a Corporate Merger

During a large corporate merger, the Records Coordinator was essential in reconciling two different records systems and harmonizing retention policies. They coordinated cross-functional teams to ensure that documents critical for due diligence and compliance were accurately maintained and accessible throughout the merger process.

Key Takeaway: Strong coordination and policy alignment are critical when merging records systems to mitigate legal and operational risks.

Portfolio Tips

While a traditional portfolio might not be as relevant for Records Coordinators compared to creative professions, maintaining a detailed professional portfolio showcasing your work is still highly beneficial. Include documentation of successful projects such as system implementations, audit reports, training materials you’ve developed, and process improvements you spearheaded. Highlight certifications like Certified Records Manager (CRM) or Certified Records Analyst (CRA), and list software proficiencies with specific examples of how you leveraged technology to improve efficiency or compliance.

Include metrics where possible to demonstrate impact, such as percentage decreases in retrieval times, reductions in paper storage costs, or compliance audit success rates. A digital portfolio or professional website can also feature testimonials from supervisors or colleagues who can vouch for your organizational skills, attention to detail, and ability to work cross-functionally. Tailor your portfolio materials to emphasize adaptability to different industries or regulatory environments if you aim to attract diverse employers.

Finally, keep the portfolio updated regularly as you acquire new skills or complete projects. This will be valuable during performance reviews, job interviews, or when applying for promotions.

Job Outlook & Related Roles

Growth Rate: 9%
Status: Growing faster than average
Source: U.S. Bureau of Labor Statistics

Related Roles

Frequently Asked Questions

What are the main differences between a Records Coordinator and a Records Manager?

A Records Coordinator primarily handles the day-to-day operations of organizing, maintaining, and ensuring compliance with records management policies. They typically execute documented procedures and support staff training. A Records Manager holds a leadership role overseeing the entire records management program, developing policies, managing budgets, negotiating vendor contracts, and ensuring enterprise-wide compliance and strategy alignment.

Is certification necessary to become a Records Coordinator?

Certification is not strictly required but highly recommended. Credentials such as the Certified Records Manager (CRM) or Certified Records Analyst (CRA) demonstrate professional knowledge and commitment, often improving job prospects and salary potential. Many employers view certification as a valuable asset, especially for advancement.

What industries hire Records Coordinators the most?

Healthcare, legal services, government agencies, education, finance, and corporate sectors all have substantial need for Records Coordinators. These industries require rigorous documentation and compliance with regulatory standards regarding records retention and privacy.

How does technology impact the role of a Records Coordinator?

Technology greatly enhances records management efficiency through electronic document management systems (EDMS), automation, and digital archiving tools. Coordinators must stay current with these technologies to ensure accuracy, security, and accessibility. The adoption of cloud storage, AI, and blockchain is gradually transforming traditional processes.

Are Records Coordinator roles remote friendly?

Most roles require some physical presence, especially when managing paper records or overseeing archive rooms. However, digital records management and administrative tasks can often be performed remotely, and ongoing trends are increasing hybrid work possibilities.

What are common career growth paths after being a Records Coordinator?

Progression often leads to Senior Records Coordinator, Records Manager, or roles in Information Governance and Compliance. Some professionals transition into project management or IT-focused positions specializing in document management systems.

How important is confidentiality in this role?

Confidentiality is paramount, as Records Coordinators often manage sensitive data such as personal, legal, or health information. Adhering to ethical guidelines and privacy regulations is essential to maintain trust and compliance.

What tools should new Records Coordinators focus on learning?

Familiarity with Microsoft Office, especially Excel and Outlook, is key. Learning leading EDMS platforms like SharePoint, Laserfiche, or FileHold is essential. Basic knowledge of databases, document scanning, and compliance software enhances operational effectiveness.

How can Records Coordinators stay updated with changing regulations?

Participating in professional organizations such as ARMA International, subscribing to industry publications, attending webinars, and enrolling in continuing education programs are effective methods to keep current.

Is experience with physical records still relevant in today's digital age?

Yes, many organizations maintain hybrid record systems. Managing physical records remains essential for compliance and legal documentation, and knowledge of both physical and digital records management creates versatility.

Sources & References

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