
Operational Excellence Specialist
1 day ago
We are seeking a highly organized and proactive individual to support our solo legal practice in estate planning and related services.
- This role is ideal for someone with strong project coordination skills who thrives in a structured environment and enjoys client-facing communication.
No prior law office experience is required—just a passion for operational excellence and a commitment to delivering consistent, high-quality support.
Key Responsibilities:
- Review all existing open files and convert them into structured projects, identifying key milestones, deliverables, timelines, and deadlines.
- Build and maintain internal status review documentation to track progress and ensure accountability.
- Serve as the primary point of contact for clients, proactively delivering file updates with a consistent communication cadence.
- Coordinate with legal staff and external stakeholders to ensure timely completion of tasks and adherence to deadlines.
Required Skills and Qualifications:
- Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana, ClickUp).
- Demonstrated experience in project management, office administration, or operations.
- Exceptional ability to manage multiple projects, prioritize tasks, and meet deadlines.
- Excellent written and verbal communication skills, with a professional and client-friendly tone.
- Proven ability to manage competing priorities in a fast-paced environment.
- Reliable, proactive, and detail-oriented approach to work.
Bonus Attributes:
- Familiarity with legal terminology or document workflows (not required but helpful).
- Experience working with solo practitioners or small teams.
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