Legal Operations Associate, Client Transition and Case Intake

Stellenbeschreibung:

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.