Position Summary

Core Responsibilities

Excel and Reporting

• Create and maintain spreadsheets, trackers, and daily, weekly, and monthly reports.
• Use formulas, pivot tables, lookup functions, conditional formatting, data validation, charts, filtering, and sorting to organize and analyze information.
• Validate data across reports and systems; identify missing, duplicate, inconsistent, or unusual entries.
• Present information clearly so leadership can understand status, volume, deadlines, and exceptions.

Project Management and Follow-Through

• Own assigned projects from planning through completion, including tasks, timelines, owners, risks, and next steps.
• Coordinate with team members to obtain information, address roadblocks, and keep work moving.
• Provide concise progress updates, communicate delays early, and confirm deliverables are complete.

Unassigned Notes and Workflow Support

• Review unassigned notes and designated work queues consistently.
• Route items to the appropriate owner, document actions, and track unresolved work through completion.
• Identify recurring patterns that may signal a process, training, system, or ownership gap.

Process Improvement and Administration

• Review current procedures, reports, templates, and workflows for avoidable steps, duplicate work, unclear handoffs, or recurring errors.
• Recommend practical updates that improve accuracy, speed, consistency, or visibility.
• Help test, document, and implement approved improvements.
• Maintain organized records, files, procedures, and supporting documentation while protecting confidential information.

Required Qualifications

• Intermediate to advanced Microsoft Excel skills, including pivot tables, lookup functions such as XLOOKUP or equivalent, formulas, conditional formatting, data validation, filtering, sorting, charts, and data cleanup.
• Demonstrated ability to organize multiple assignments, track deadlines, and complete projects with limited follow-up.
• Strong attention to detail and the ability to identify discrepancies, missing information, and process gaps.
• Clear written and verbal communication, sound judgment, discretion, and dependable follow-through.
• Team-oriented mindset with accountability for results and willingness to learn.

Preferred Experience

• Experience supporting a legal intake department, call center, operations team, or other high-volume client-service environment.
• Experience with project trackers, workflow queues, databases, customer relationship management systems, or case-management platforms.
• Experience creating procedures, checklists, templates, or process maps.
• Some experience with Microsoft Copilot and/or similar AI-integrated technologies.
• Comfort learning new technology and helping translate department needs into clearer reports and workflows.

Performance Expectations

• Produce accurate, organized, and timely reports, records, and project updates.
• Complete assigned work and communicate risks or delays before they affect results.
• Track unassigned notes and outstanding items until resolved or formally handed off.
• Recommend practical improvements while respecting approved procedures and decision-making authority.
• Demonstrate increasing capability, initiative, and readiness for broader responsibility.

Growth Opportunity