Legal Records & E-Discovery Analyst

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Job Purpose

The Legal Records & E-Discovery Analyst is a valued member of the Records Management & E-Discovery team within Legal. The Analyst collaborates with stakeholders across the enterprise to ensure compliance with records management policies and procedures, performs e-discovery tasks, and carries out a variety of complex legal and operational tasks, both independently and as part of a team.

Essential Responsibilities

• Ensures company records are managed in accordance with state and federal requirements, internal policies and procedures, and records management best practices.
• Evaluates records management policies, procedures, and systems to support the efficient and effective administration of company records and information throughout the records lifecycle.
• Reviews team mailbox inquiries, performs research, and ensures timely responses.
• Supports records management projects by assisting with project plans, timelines, roadmaps, action items, stakeholder communications, and completion tracking.
• Reviews regulatory requirements and operational business needs to determine appropriate company record retention periods.
• Coordinates legal hold issuance, release, and quarterly review/reminder processes, utilizing the applicable software platform, in collaboration with the Matter Management team.
• Performs e-discovery activities, including assisting with data preservation, collection, review coordination, production tracking, and related matter support as needed.
• Manages various request, review, and approval processes handled by the Records Management & E-Discovery team.
• Develops reporting, metrics, presentations, FAQs, and other materials to communicate project status, support awareness initiatives, and drive stakeholder engagement.
• Adheres to records management policies and procedures while exercising sound judgment in escalating issues as appropriate.
• Participates in training and awareness initiatives, including the development and presentation of records management programs and key initiatives to departments and teams as needed.
• Manages a network of departmental record coordinators who assist with the inventory and disposition of company records in an efficient and compliant manner.
• Drafts emails, letters, memoranda, reports, meeting notes, and summaries as needed.
• Tracks and evaluates industry trends, best practices, and improved methods or technologies related to records management.
• Supports other Legal initiatives as needed.
• Builds and fosters relationships across the enterprise.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong verbal and written communication skills.
• Effective organizational, time management, and problem-solving skills.
• Ability to track, research, analyze, and recommend action based on applicable rules and regulations.
• Detail-oriented and focused on accuracy.
• Ability to handle multiple priorities in a fast-paced, quickly changing environment.
• Solid interpersonal skills and ability to establish and maintain effective working relationships with peers and senior management.
• Willingness to be flexible and adaptable.
• Ability to maintain a high degree of confidentiality and professionalism while operating in a collegial environment.
• Achievement-oriented and able to take on challenges.
• Ability to productively contribute to a team environment and work remotely as needed.
• Ability to be proactive and take full ownership of projects and tasks assigned.
• Demonstrated initiative and ability to work with little or no supervision.
• Open to constructive feedback.
• Working knowledge of Microsoft Office applications and SharePoint software.

Qualifications

• Associate's Degree or equivalent experience required.
• 3+ years of professional work experience required.
• Experience in audit, compliance, legal, operations, project management, records management, or risk functions preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

About Us

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com.