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Legal Operations Associate, Client Transition and Case Intake, RLS- Legal Assistant US Remote

Role overview

Qualifications

  • Bachelor’s degree or equivalent required
  • Five years of experience in the professional services industry
  • Legal assistant experience and relevant experience supporting a larger legal firm preferred
  • Advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook

Responsibilities

  • Support the Operations Manager in driving operational initiatives for RLS Legal Services
  • Manage the transition of Ryan clients to RLS Legal Services Agreements
  • Support the intake of legal cases into Lead Docket and Filevine
  • Maintain and improve digital workflows and collaborate with cross-functional teams

Key facts

Other skills

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Communication
  • Detail Oriented
  • Multitasking
  • Organizational Skills
  • Physical Flexibility
  • Adaptability

About the company

Ryan logo

Ryan

Financial Services

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 4,100 professionals and associates serves over 21,000 clients in more than 60 countries, including many of the world’s most prominent Global 5000 companies. More information about Ryan can be found at www.ryan.com.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Operations Associate, Client Transition & Case Intake (RLS) supports the Operations Manager in driving key operational initiatives that enhance the efficiency and scalability of RLS Legal Services.
This role 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. The Operations Associate will help maintain and improve digital workflows that leverage Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine, while collaborating with tax consultants, attorneys, and the RLS India team to ensure accurate data management and seamless case processing.

The ideal candidate is detail-oriented, process-driven, and comfortable working across multiple systems to optimize workflows and support a growing legal services operation.

This is a fully remote role in the US with very little to no travel.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.
  • Demonstrates strong interpersonal/communication skills with professional staff, senior level executives and the community at large.
  • Develops and maintains strong relationships throughout the organization.

Client:

  • Responds to client inquiries timely.
  • Works with the President, RLS to develop, deploy, maintain, and/or assess best practices, policies, KPIs, and other strategic initiatives.
  • Anticipates needs of team members.
  • Works with projects and cross-functional teams across the Firm to execute RLS initiatives to drive results and value to customers.
  • Anticipates and navigates obstacles to generate results.

Value:

  • Understanding of business needs to help executive leadership define operational strategies.
  • Synthesizes data from different sources to streamline key business processes and drive performance improvements.
  • Designs and creates ad-hoc reporting and analysis.
  • Serves on internal Firm committees.
  • Performs other duties as assigned.

Education and Experience:
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.

Computer Skills:
To perform this job successfully, it is very important that the individual has advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research.  The candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine. 

Essential Skills Required:

  • 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 priorities
  • Ability to work effectively both independently and in a team-based environment
  • Strong multitasking and organizational skills
  • Strong project management skills.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at computer.
  • Position requires regular interaction with employees at all levels of the Firm, clients, and interface with external vendors as necessary.
  • Independent travel requirement:  5%.   

Compensation Pay Transparency:

For certain California based roles, the base salary hiring range for this position is $90,000.00 - $118,800.00

For other California based roles, the base salary hiring range for this position is $83,000.00 - $110,000.00

For Colorado based roles, the base salary hiring range for this position is $79,000.00 - $104,500.00

For Illinois based roles, the base salary hiring range for this position is $83,000.00 - $110,000.00

For other Illinois based roles, the base salary hiring range for this position is $79,000.00 - $104,500.00

For Maryland based roles, the base salary hiring range for this position is $79,000.00 - $104,500.00

For Massachusetts based roles, the base salary hiring range for this position is $83,000.00 - $110,000.00

For other Massachusetts based roles, the base salary hiring range for this position is $79,000.00 - $104,500.00

For New Jersey based roles, the base salary hiring range for this position is $90,000.00 - $118,800.00

For New York based roles, the base salary hiring range for this position is $90,000.00 - $118,800.00

For other New York based roles, the base salary hiring range for this position is $75,000.00 - $99,000.00

For Washington based roles, the base salary hiring range for this position is $83,000.00 - $110,000.00

Equal Opportunity Employer: disability/veteran

           

                       

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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