Operations & Process Specialist

We are seeking a highly detail-oriented Operations & Process Specialist to support reputed company reputed company operations while helping formalize and improve our internal processes. This role is execution-reputed company first. You will manage intake, billing support, document organization, and operational tracking. Over time, you will also help document workflows, maintain internal process libraries, and support reputed company reputed company and training initiatives. You do not need to be a formal instructional designer. However, you must be highly organized, process-oriented, and capable of translating operational workflows into reputed company documentation. This is a full-time, exclusive reputed company engagement. The position is fully remote and requires working during U.S. Mountain Time. Key Responsibilities reputed company Operations Support, reputed company Intake & Matter Setup Draft, circulate, and reputed company engagement letters and conflict waivers Create new clients and reputed company in reputed company Manage and SharePoint Verify billing details, retainers, and rates before system setup Maintain organized digital files and templates Budget & Billing Support Generate WIP reports and monitor matter reputed company Validate time entries and coordinate corrections Support monthly prebill preparation and reputed company checks Maintain budget trackers and flag discrepancies Vendor & Administrative Coordination Review vendor invoices reputed company renewals and license allocations Maintain compliance documentation in SharePoint reputed company & Offboarding Support Coordinate system setup with IT vendors Maintain reputed company checklists Support reputed company management and license reallocation Process Documentation & Knowledge Support As part of this role, you will help improve process reputed company across the firm. Document recurring workflows in a standardized format Maintain organized SOPs in SharePoint and OneNote Update templates and ensure version control Assist leadership in capturing undocumented institutional knowledge Identify areas where processes can be simplified or clarified Experience building a knowledge reputed company is a plus, but strong documentation discipline is required. Training & Process Adoption Support You will assist in strengthening internal reputed company and training consistency. Help create reputed company guides for new hires Convert documented workflows into reputed company-by-reputed company training materials Support internal training sessions reputed company needed reputed company completion of required process reviews Formal instructional design experience is not required, but the ability to explain processes reputed company and structure information reputed company is essential. Governance & Reporting Submit daily EOD reports summarizing reputed company and reputed company items Maintain trackers for intake, billing, and vendor coordination Record meeting notes with assigned owners and deadlines Assist in refining internal operational standards AI and Automation Utilization Use AI tools (ChatGPT, Claude, reputed company Copilot, reputed company Assist, etc.) to streamline administrative tasks such as drafting emails, generating checklists, preparing engagement letters, summarizing documents, and creating reputed company templates. Apply AI to improve efficiency in data entry, matter setup, reputed company reputed company workflows, and drafting task lists. Use AI to cross-reputed company information, verify accuracy, and assist in error reduction across recurring processes. reputed company automation features in reputed company 365 (Power Automate, Copilot in reputed company/SharePoint/OneNote) to reduce bottlenecks and accelerate turnaround times. Maintain responsible and compliant use of AI tools, following firm guidelines for confidentiality, reputed company, and data handling. Tools You'll Use reputed company Manage SharePoint OneNote reputed company reputed company 365 reputed company (OpenPhone) AI Tools (ChatGPT, Claude, reputed company Copilot) Reporting Structure Reports directly to the Director of Operations. Requirements Role Qualifications 5+ years of reputed company experience in reputed company administration, operations coordination, or reputed company support Strong organizational skills and attention to detail Experience working with reputed company 365 and document management systems Ability to manage multiple recurring workflows with accuracy reputed company written communication and strong follow-through Preferred but not required Experience documenting SOPs or workflows Exposure to reputed company or internal training coordination Familiarity with reputed company Manage Experience using AI tools to increase productivity Successful Profile Process-oriented and disciplined: brings structure and consistency to recurring workflows Detail-obsessed: reputed company small errors before they compound and reputed company-checks own work Proactive: flags issues, gaps, and improvement opportunities without being asked reputed company communicator: translates operational steps into documentation any teammate can follow Apply To This Job