Legal Operations Associate, Client Transition and Case Intake

Jobtailor; Deutschland; Vor Ort; EUR 42.000 - 64.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks an Operations Support professional to drive efficiency and scalability within RLS Legal Services. The role focuses on transitioning Ryan clients to RLS Legal Services agreements and supporting the intake of legal cases into Lead Docket and Filevine.

You will help maintain and improve digital workflows using Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine while collaborating with tax consultants, attorneys, and the RLS India team to ensure accurate

Qualifikationen

• Bachelor’s degree or equivalent required; MBA preferred.
• Five years of experience in the professional services industry.
• Experience at Ryan is preferred, but not required.
• Legal assistant experience and relevant experience supporting a larger legal firm preferred.
• Advanced skills in Microsoft Smartsheet, Word, Excel, Access, PowerPoint, Outlook.
• Candidate will be trained in Lead Docket, and Filevine.
• Ability to work with large quantities of electronic data and data fields.
• Effective written and verbal communication skills.
• Attention to detail.
• Effective presentation skills.
• Demonstrates accuracy and thoroughness.
• Sense of urgency and able to work self sufficiently.
• Demonstrates willingness to be flexible and adaptable to changing priorities
• Ability to work effectively both independently and in a team-based environment.
• Strong multitasking and organizational skills.
• Strong project management skills.

Aufgaben

• Supports the Operations Manager in driving operational initiatives to improve efficiency and scalability.
• Manages the transition of Ryan clients to RLS Legal Services Agreements.
• Supports intake of legal cases into Lead Docket and Filevine.
• Helps maintain and improve digital workflows using Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine.
• Collaborates with tax consultants, attorneys, and the RLS India team for accurate data management and seamless case processing.

Kenntnisse

Project management

Data management

Effective communication

Multitasking

Organizational skills

Attention to detail

Presentation skills

Ausbildung

Bachelor’s degree or equivalent

MBA

Tools

Smartsheet

Lead Docket

Filevine

Salesforce

Property Point

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Microsoft Outlook

Jobbeschreibung

• Supports the Operations Manager in driving key operational initiatives that enhance the efficiency and scalability of RLS Legal Services.
• Focuses on two core areas: managing the transition of Ryan clients to RLS Legal Services Agreements and supporting the intake of legal cases into Lead Docket and Filevine.
• Helps maintain and improve digital workflows that leverage Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine.
• Collaborates with tax consultants, attorneys, and the RLS India team to ensure accurate data management and seamless case processing.

Requirements

• Bachelor’s degree or equivalent required, MBA preferred
• Five years of experience in the professional services industry
• Experience at Ryan is preferred, but not required
• Legal assistant experience and relevant experience supporting a larger legal firm preferred
• Advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook
• Candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine
• Ability to work with large quantities of electronic data and data fields
• Effective written and verbal communication skills
• Attention to detail
• Effective presentation skills
• Demonstrates accuracy and thoroughness
• Sense of urgency and able to work self sufficiently
• Demonstrates willingness to be flexible and adaptable to changing prioritiesli
• Ability to work effectively both independently and in a team-based environment
• Strong multitasking and organizational skills
• Strong project management skills

Core Competencies

Demonstrates expertise in managing operational initiatives within legal services, focusing on digital workflow optimization and effective data management. Proficient in utilizing tools such as Smartsheet, Lead Docket, and Filevine to enhance case processing and client transitions.

Highest-signal resume keywords

• Project Management
• Microsoft Smartsheet
• Data Management
• Legal Assistant Experience
• Effective Communication

ATS Optimization Keywords

Hard Skills

• Project Management
• Data Management
• Microsoft Smartsheet
• Lead Docket
• Filevine
• Microsoft Word
• Microsoft Excel
• Microsoft Access
• Microsoft PowerPoint
• Microsoft Outlook

Soft Skills

• Attention to Detail
• Effective Communication
• Presentation Skills
• Multitasking
• Organizational Skills

Industry Keywords

• Professional Services
• Legal Services
• Data Fields
• Client Transition
• Case Processing

Tools & Technologies

• Smartsheet
• Lead Docket
• Filevine
• Salesforce
• Property Point