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Records Specialist - Stockton, CA

Branch ID: 3277


Position Overview

The Records Specialist is responsible for internal and external reporting, maintaining continuing education reports and documentation, assisting staff in preparing continuing education courses for review, and distributing and tracking continuing education courses in various stages of development.

This person needs to be proficient with MS Excel and the MS Office Suite; training is provided as long as the candidate has a solid administrative background. This is a temporary opening, anticipated to last about 6 months.

Key Responsibilities

  • Breakfast Meeting/Reviewer Response participant tracking

  • Monthly CE reports to editors for course updates

  • Running daily, weekly and monthly reports for editors

  • Running daily, weekly and monthly reports for submission to accrediting bodies

  • Assisting CE Project manager with required tasks

  • Assisting CE Director with required tasks

  • Assisting in the set up of database information for 2019 CE Courses

  • Add continuing education courses to Google docs for review, run reports, and track completions

  • Gather and maintain disclosure information, as well as information form internal and external reports


  • Adobe – must be a version that enables text editing, link insertion, page insertion/deletion, etc
  • Must be familiar with Microsoft Programs
    1. Excel
    2. Outlook
    3. Word
  • SharePoint, Google Docs, and Quick Base are a plus
  • Must be able to follow instructions
  • Must be able to work independently as well as collaboratively
  • Must be able to meet strict deadlines

Desired Professional Characteristics:

  • High attention to detail

  • Ability to follow direction

  • Excellent communication skills

  • Ability to work independently, as well as collaboratively

  • Ability to produce high quality work in a fast-paced, deadline-driven environment


Experience with MS Excel

Job ID:

Branch ID/Name:

Stockton, CA

General Business

Job Type:
Temporary Position
General Business


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Records Specialist

City, State or Zip Code: Stockton, CA

Position Type: Temporary Position

Date Posted: 9/13/2018