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InfoTrack US · 20 hours ago

Document Specialist

United States

Full-time

Remote

Entry, Mid Level

$40K/yr - $50K/yr

2+ years exp

InfoTrack US is a company focused on legal document management, and they are seeking a Document Specialist to join their Operations Fulfillment team. The role involves overseeing the review and fulfillment of legal documents, managing job orders, and ensuring customer satisfaction throughout the process.

Information TechnologyLegalLegal TechSoftware

Responsibilities

Oversee and manage a comprehensive inventory of orders, ensuring their accurate and timely completion

Ensure rush/urgent orders receive special attention as soon as possible

Communicate with customers and contractors directly as required to resolve order issues, obtain new instructions, and answer questions

Apply your technical skills and training to achieve productivity goals and share metrics with leadership

Utilize your knowledge of process serving rules and regulations to anticipate potential order-related issues. Proactively offer solutions before issues escalate

Leverage your experience with legal documentation to review legal documents for accuracy, completeness, and adherence to established standards

Draft, create, and accurately complete legal forms required for specific jurisdictions or service of process rules and scenarios, ensuring all details comply with legal standards

Collaborate with customers to clarify and interpret special instructions, ensuring they are effectively communicated to the contractors

Stay up-to-date with the latest filing and service process requirements across multiple jurisdictions, guaranteeing compliance and accuracy

Act as a key point of contact for escalated customer concerns, addressing them promptly and professionally

Use your expert knowledge of legal rules/requirements to ensure documents are accurate and complete, reaching out to customers with details when corrections are required

Provide dedicated support to contractors, addressing queries and guiding them through complex scenarios using your legal acumen

Document all interactions and communications, ensuring records are detailed, clear, and accessible for future reference

Qualification

Legal Document ManagementLegal AcumenAttention to DetailCustomer InteractionTechnical ProficiencyTech EnthusiasmInterpersonal SkillsCommunication Proficiency

Required

2+ years' Experience in handling documentation such as legal documents, medical records, financial applications, or other sensitive materials

2+ working at a law firm, courthouse, attorney service or corporate or government legal department, or a bachelor's degree in legal studies or a closely related field such as criminology, political science, or business administration

Precision and Care: Emphasize meticulous and accurate handling of documentation, especially in legal matters

Attention to Detail: Review and assess documents for accuracy, create legal affidavits, and adhere to department procedures for legal compliance

Customer and Contractor Interaction: Communicate clearly, courteously, and professionally with clients and independent contractors, both verbally and in writing

Strong Interpersonal Skills: Listen and communicate effectively with team members, maintaining a positive attitude and productivity in a high-volume environment

Legal Acumen: Strong foundational knowledge of civil lawsuits, filing, and service protocols, with experience or education in civil procedure and legal documentation

Tech Enthusiasm: Technologically adept, with the ability to learn and adapt to new software tools quickly and leverage technology to improve efficiency

Communication Proficiency: Convey complex legal information effectively over the phone and via email

Technical Proficiency: Advanced computer skills, including order management systems, CRM software, and standard Microsoft applications