Legal Operations Associate, Client Transition, Case Intake

Jobtailor; Deutschland; Vor Ort; EUR 65.000 - 90.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an Operations Support professional to assist the Operations Manager in driving initiatives that improve efficiency and scalability within RLS Legal Services. The role focuses on transitioning Ryan clients to RLS agreements and managing the intake of legal cases into Lead Docket and Filevine.

You will maintain and improve digital workflows using Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine; collaborate with tax consultants, attorneys, and the RLS India

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, and Internet navigation and research.
• Ability to work with large quantities of electronic data and data fields.
• Effective written and verbal communication skills.
• Attention to detail.
• Effective presentation skills.
• Strong multitasking and organizational skills.
• Strong project management skills.

Aufgaben

• Supports the Operations Manager in driving key operational initiatives that enhance efficiency and scalability of RLS Legal Services.
• Focuses on managing the transition of Ryan clients to RLS Legal Services Agreements.
• Supports 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.

Kenntnisse

Project Management

Data Management

Microsoft Smartsheet

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Microsoft Outlook

Internet Navigation

Research

Effective Communication

Attention to Detail

Multitasking

Organizational Skills

Presentation Skills

Ausbildung

Bachelor’s degree or equivalent

MBA Preferred

Tools

Lead Docket

Filevine

Salesforce

Property Point

Smartsheet

Jobbeschreibung

Responsibilities

• Supports the Operations Manager in driving key operational initiatives that enhance the efficiency and scalability of RLS Legal Services
• Focuses on managing the transition of Ryan clients to RLS Legal Services Agreements
• Supports 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, and Internet navigation and research
• Ability to work with large quantities of electronic data and data fields
• Effective written and verbal communication skills
• Attention to detail
• Effective presentation skills
• Strong multitasking and organizational skills
• Strong project management skills

Core Competencies

Demonstrates expertise in managing operational initiatives and digital workflows within legal services, leveraging advanced skills in Microsoft Smartsheet and data management tools. Strong project management and communication abilities are essential for effective collaboration with legal teams and clients.

Highest-signal resume keywords

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

Hard Skills

• Project Management
• Data Management
• Microsoft Smartsheet
• Microsoft Word
• Microsoft Excel
• Microsoft Access
• Microsoft PowerPoint
• Microsoft Outlook
• Internet Navigation
• Research

Soft Skills

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

Certifications & Qualifications

• Bachelor’s Degree
• MBA Preferred

Industry Keywords

• Professional Services
• Legal Services
• Client Transition
• Operational Initiatives
• Data Fields

Tools & Technologies

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