Transfers Specialist

Fish & Richardson P.C.; Dallas (TX); Sur place; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Discretionary bonus opportunities

Comprehensive medical and dental

Tuition reimbursement

Retirement and profit sharing plans

Résumé du poste

Fish & Richardson P.C. seeks a Transfers Specialist to join our Risk Management team in Dallas.

You will manage major projects related to transferring client files and matters, work with attorneys and staff, and ensure accurate records across systems. This role requires strong organization, attention to detail, and excellent communication to guide teams through transfer policies, letters, and retention procedures.

Qualifications

• High school diploma or equivalent is required.
• 3+ years of experience in records management or equivalent in a professional office environment.
• Experience in the legal or professional services industry is preferred.
• Experience with Prolaw, Foundation IP or other client database software.
• Demonstrated ability to thrive in a collaborative, team-oriented environment and contribute positively to team dynamics.
• Strong interpersonal and communication skills for interacting with a diverse group of attorneys and staff.
• Exceptional attention to detail and organization.
• Proficiency in Microsoft Office Suite, databases, applications, and willingness to learn new technologies.

Responsabilités

• Project Management: lead major projects related to transferring client files/matters.
• Communicate transfers policies and procedures to attorneys and staff.
• Collect and review records/files from offices and storage.
• Use records management software to update systems.
• Prepare transfer letters and related correspondence.
• Follow retention procedures based on client and firm instructions.
• Ensure compliance with transfer policies across teams.
• Assist with projects involving closing/transferring files and terminations.
• Serve as central contact for handling teams and clients on transfer requests.
• Review and ensure data integrity across firm records.

Connaissances

Records management

Communication

Team collaboration

Data integrity

Microsoft Office

Adaptability

Phone/email interaction

Formation

High school diploma or equivalent

Outils

Prolaw

Foundation IP

Database software

Description du poste

Fish & Richardson, the premier global intellectual property law firm, is trusted by the world’s most innovative and influential companies. Fish was established in 1878, and now has more than 400 attorneys and technology specialists in the U.S., Europe, and China. Our success is rooted in our creative and inclusive culture, which values the diversity of people, experiences, and perspectives. Join Fish’s team in our fast-paced Risk Management Department as a Transfers Specialist.

How Will You Make a Difference?

• Project Management: Implement and assume responsibility for completion of major projects relating to the transfer of client files/matters.
• Communication: Support and notify attorneys and support staff at all levels of the organization on transfers policies and procedures, as well as responding to questions and providing guidance as needed.
• Records Collection & Review: Collect records/files from offices and off-site storage for disposition or the transfer.
• Software Utilization: Use computerized records management software to update systems with current data.
• Legal Correspondence: Collaborate with the legal staff on proper transfer letters (e.g., transfer, terminations, and FA notifications).
• Retention Procedures: Organize, update, and follow through on retention procedures based on instructions from clients and firm administration.
• Compliance Communication: Communicate directly with legal staff, support staff, and administration to ensure compliance with transfer policies.
• Project Assistance: Assist with various projects that include closing files, transferring files in/out of the firm, terminations, retention, and other special projects.
• Central Point of Contact: Serve as the central point of contact with handling teams and previous or new counsel in processing incoming and outgoing file transfer requests.
• Data Integrity: Reviews and ensures data integrity of firm records across various systems.

What Will You Bring to the Table?

• High school diploma or equivalent is required.
• 3+ years of experience in records management or equivalent field in a professional office environment is required.
• Experience in the legal or professional services industry is preferred.
• Experience with Prolaw, Foundation IP or other client database software.
• Demonstrated ability to thrive in a collaborative, team-oriented environment and contribute positively to team dynamics.
• Strong interpersonal and communication skills, essential for interacting effectively with a diverse group of attorneys and staff through phone, email, and in-person communication.
• Exceptional attention to detail and organization skills across all responsibilities.
• Proficiency in Microsoft Office Suite, databases, applications, and other relevant software, with a strong willingness to learn and adapt to new and evolving technologies.
• Ability to change and adapt to current and future responsibilities and circumstances.
• Ability to accommodate pacific time zone hours is preferred.
• This position will be scheduled until 7:00 p.m. Central / 5:00 p.m. Pacific.

Why Fish?

When You Join Our Team, We Offer

• Competitive pay and discretionary bonus opportunities along with a rich benefits package, including comprehensive medical and dental coverage, generous paid time off, and tuition reimbursement
• Award-winning retirement and profit sharing plans with employer contribution
• A family-friendly atmosphere with back-up child care, as well as health and wellness initiatives
• A positive culture ranked as one of the best in the country in Vault’s 2026 law firm survey
• ulture awarded an Outstanding Workplace designation in 2023 and 2024 by People Insight based on our high levels of employee engagement
• The salary range for this position varies by geographic market. Final compensation will be based on a variety of factors including education, experience, skills, professional background, overall qualifications, and location.
• In Minneapolis and Chicago, the estimated starting pay range is $26.15 - $32.82 per hour (based on a 37.5-hour workweek), which is equivalent to $51,000 - $64,000 annually.
• In San Diego, the estimated starting pay range is $30.21-$37.91 per hour (based on a 35-hour workweek), which is equivalent to $55,000-$69,000 annually.
• In Silicon Valley, the estimated starting pay range is $32.41-$40.65 per hour (based on a 35-hour workweek), which is equivalent to $59,000-$74,000 annually.

Our Commitment to Diversity

As a firm that serves the world’s greatest visionaries, we know that creativity and innovation are the result of seeing the world from multiple different perspectives. Having a diverse team enhances the quality of legal services we provide to our clients, sustains our standing as a premier IP law firm, and strengthens the fabric of our firm.