
Operations Lead
3 days ago
We are seeking a highly organized and proactive professional to support a solo legal practice specializing 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.
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.
- Build and maintain external status review documentation for client-facing updates.
- 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.
This role requires recent hands-on experience with project management tools, administrative background, exceptional organizational skills, excellent written and verbal communication skills, and proven time management abilities.
Benefits of Working With Us:We offer a dynamic work environment where you can grow professionally and develop your skills. Our team is dedicated to providing top-notch service to our clients, and we're looking for like-minded individuals to join us.
Why You'll Love This Role:As an Operations Lead, you will have the opportunity to work on complex projects, build strong relationships with clients, and contribute to the growth and success of our organization. If you're passionate about project management and client satisfaction, this role may be the perfect fit for you.
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Operations Lead
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Lead - Learning Operations
1 week ago
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Account Operations Lead
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Operations and Sales Lead
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