LegalZoom · 2 hours ago
Transaction Coordinator
LegalZoom is a business formation company that specializes in helping businesses launch and grow throughout the U.S. As a Transaction Coordinator, you will ensure client operations run smoothly by aligning invoices with purchases and maintaining accurate CRM records. Your role is essential in providing excellent service and supporting administrative tasks across departments.
ConsultingLegalLegal TechProfessional Services
Responsibilities
Match incoming receipts with client purchases and service orders
Accurately update the CRM with purchase changes, corrections, or additions
Identify and resolve discrepancies in purchase and payment records
Maintain clean, well-organized internal records according to company procedures
Communicate with team members to clarify order or receipt details
Support administrative tasks related to order processing and data tracking
Assist in maintaining reporting accuracy through timely documentation
Follow structured workflows, meeting timelines and quality standards
Process and balance daily deposits and ensure all client transactions are accurately recorded and reconciled
Input payment and client information into state websites for official filings
Communicate with clients via email and phone regarding transaction statuses and any required information
Qualification
Required
At least 6 months of experience in administrative support, data entry, or a similar role
Exceptional attention to detail and ability to stay focused on repetitive tasks
Proficiency with Microsoft Office (Excel, Word, Outlook)
The ability to prioritize, stay organized, and meet daily processing goals
Clear and effective communication skills in a team-focused environment
Adaptable and effective multitasking skills
The ability to work independently while adhering to established guidelines
A high school diploma or GED equivalent (required)
Preferred
Experience working with a CRM system (preferred)
Benefits
PTO
401K w/match
Health/Dental Insurance
Health & Fitness Allowance
Education Assistance
Company
LegalZoom
LegalZoom is a technology platform giving access to professional legal advice so people can protect what matters most.
Funding
Current Stage
Public CompanyTotal Funding
$951.7MKey Investors
Registered AgentsPermiraPolaris Partners
2024-07-10Post Ipo Equity· $0.7M
2023-09-06Post Ipo Secondary· $140M
2021-06-30IPO
Recent News
2026-01-10
Company data provided by crunchbase