Transfers Specialist at Fish & Richardson P.C. | Dallas, Texas, United States | Rezi

Transfers Specialist at Fish & Richardson P.C.

Transfers Specialist

Fish & Richardson P.C. · Dallas, Texas, United States

2 weeks ago

Transfers Specialist

Fish & Richardson P.C. · Dallas, Texas, United States

15 days ago
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About the Role

Fish & Richardson, a premier global intellectual property law firm, seeks a Transfers Specialist for its Risk Management Department. This role is crucial for managing the transfer of client files and ensuring compliance with firm policies.

Responsibilities

  • Implement and manage major projects related to client file/matter transfers.
  • Notify and support attorneys and staff on transfer policies and procedures.
  • Collect and review records and files from offices and off-site storage for disposition or transfer.
  • Utilize computerized records management software to update systems with current data.
  • Collaborate with legal staff on transfer letters, terminations, and FA notifications.
  • Organize, update, and follow through on retention procedures.
  • Communicate with legal staff, support staff, and administration to ensure compliance with transfer policies.
  • Assist with projects including closing files, transferring files, terminations, and retention.
  • Serve as the central point of contact for processing incoming and outgoing file transfer requests.
  • Review and ensure data integrity of firm records across various systems.

Requirements

  • High school diploma or equivalent required.
  • 3+ years of experience in records management or equivalent in a professional office environment.
  • Experience in the legal or professional services industry preferred.
  • Experience with Prolaw, Foundation IP, or other client database software.
  • Demonstrated ability to thrive in a collaborative, team-oriented environment.
  • Strong interpersonal and communication skills.
  • Exceptional attention to detail and organization skills.
  • Proficiency in Microsoft Office Suite, databases, and applications.
  • Strong willingness to learn and adapt to new technologies.
  • Ability to change and adapt to current and future responsibilities and circumstances.
  • Ability to accommodate Pacific Time Zone hours preferred.

Skills

  • Records Management
  • Project Management
  • Communication
  • Legal Correspondence
  • Retention Procedures
  • Compliance
  • Data Integrity
  • Microsoft Office Suite
  • Database Software

Location

  • Minneapolis
  • Chicago
  • San Diego
  • Silicon Valley

Work Type

  • Hybrid
  • Onsite (Wednesdays)

Experience Level

  • 3+ years

Education Level

  • High school diploma or equivalent

Salary/Compensations

  • Minneapolis and Chicago: $51,000 - $64,000 annually
  • San Diego: $55,000 - $69,000 annually
  • Silicon Valley: $59,000 - $74,000 annually

Benefits

  • Competitive pay
  • Discretionary bonus opportunities
  • Comprehensive medical and dental coverage
  • Generous paid time off
  • Tuition reimbursement
  • Award-winning retirement and profit sharing plans with employer contribution
  • Family-friendly atmosphere
  • Back-up child care
  • Health and wellness initiatives

About the Company

  • Fish & Richardson is a premier global intellectual property law firm established in 1878.
  • The firm has over 400 attorneys and technology specialists in the U.S., Europe, and China.
  • Fish fosters a creative and inclusive culture that values diversity.
  • The company was awarded an Outstanding Workplace designation in 2023 and 2024 by People Insight.

Equal Opportunity

  • As a firm that serves the world’s greatest visionaries, we know that creativity and innovation are the result of seeing the world from multiple different perspectives.
  • Having a diverse team enhances the quality of legal services we provide to our clients, sustains our standing as a premier IP law firm, and strengthens the fabric of our firm.