Business Transaction Specialist

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone’s Denver office provides sophisticated legal counsel to business clients throughout the fast-growing Rocky Mountain region. We work with businesses of all sizes in Denver and elsewhere, including start-ups, private equity firms, financial institutions, oil and gas companies, and Fortune 500 companies. Our lawyers are recognized in their practice areas in publications such as the 2021 edition of The Best Lawyers in America (Woodward/White), Inc. Our Denver team is a close-knit group of attorneys and staff who enjoy working together for the greater good of our clients. We are committed to having a diverse workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

Salary Range:

Essential Duties

• Trusted advisor and confidant who works closely with clients to understand their unique needs and preferences.

• Ability to focus on and provide strong client relationship skills which will ensure delivery of an excellent experience on each client interaction.

• Act as the point-of-contact for internal and external clients, serving as a liaison with client contacts to develop personal relationships.

• Anticipates client needs and provides customized recommendations that save time and enhance our clients’ overall experience.

• Ability to spot opportunities for improvement and further growth in nurturing and cultivating client relationships.

• Manage incoming phone calls and field/answer all routine and non-routine questions.

• Coordinate meetings and appointments, and properly receives clients/guests, as requested, and provides general support to visitors.

• Handle confidential information.

• Work independently and within a team on special and ongoing projects.

• Ability to manage multiple tasks and competing priorities, keep track of deadlines and details, and stay on top of all the moving parts involved in providing personalized service to clients.

• Ability to prioritize effectively to ensure that the most important tasks are completed first.

• Ability to handle unexpected challenges like last-minute changes, unforeseen problems, and urgent demands and find innovative solutions to resolve them quickly and efficiently.

• Composes correspondence for client-related matters.

• Maintain contact lists, appointment calendars for attorneys and business development efforts by managing and updating a database of contact points with potential clients by name and date.

• Coordinate travel arrangements and changes.

• Prepare, submit and reconcile expense reports.

• Assist in the preparation of regularly scheduled WIP accounting reports and provide to client contact.

• Perform general secretarial functions associated with firm administrative tasks, including processing new client/matter requests, client bills and time reports.

• Performs general word processing of drafts, revisions and final documents for client-related matters, including correspondence, memoranda, bills, timesheets and project work, as needed. This includes proofreading and redlining work for accuracy, copy, format, etc.

• Maintains electronic files.

• Prepares closing binders, as needed.

• Handles incoming and outgoing mail.

Other Duties

• Performs other related duties and special projects as needed or assigned.

Reporting Relationship

The Business Transaction Specialist reports to the Office Administrator.

Subordinate staff:  None.

Qualifications

Knowledge/Experience

This position requires three plus years of general office experience or training, or an equivalent combination of education and experience. Experience working within a law firm or professional services environment preferred, as well as previous experience in a customer service or client-facing role. A broad range of technical ability, with a demonstrated aptitude and willingness to learn new software/applications is preferred for this position.

Skills

The Business Transaction Specialist must have strong customer service skills, be a positive, high-energy team player who is results-oriented, detail oriented and very comfortable with Microsoft Office Applications. The individual must have a customer-centric mindset and put the client’s needs and interests first, anticipating the needs, and going above and beyond to provide exceptional service and support.  The individual must possess strong written and verbal communication skills, with the ability to work both individually and as a member of a team. The ability to work with many different types of personalities at all levels of organization is a must. This individual must have the ability to answer questions while maintaining confidentiality.  A sense of “urgency” is of an utmost importance.  Must be flexible and able to adapt to change quickly. Strong organizational skills are required to plan, prioritize, and organize diversified workload.

Education

The Business Transaction Specialist must possess a high school diploma or equivalent; some college work preferred.

Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc.; Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis.); Occasionally required to move documents or files weighing up to 15 lbs.; This position requires constant communication and exchange of information with the Firm attorneys, clients and staff; This position must be able to inspect and observe information on a computer screen at least 80% of the time.

Working Conditions

Office environment; occasional overtime may be required.  This is currently a hybrid schedule with 4 days in the office and one remote.