Operations Coordinator

Job Summary

To support the Outbound Referrals team, the remote Operations Coordinator will manage referral volume for the Central and Western US region, including assigning leads to partner firms, tracking compliance data, and maintaining case agreement records.

Key responsibilities:

• Maintain daily flow of referrals to referral partner firms for the entire region
• Track and report compliance and ethics data for the Regional Manager and Compliance Attorney
• Build and maintain weekly/monthly progress reports to ensure partners adhere to best practices

Required qualifications:

• Bachelor's Degree or equivalent
• 2+ years of Business Development or Account Management experience
• Proficiency in Microsoft Office
• Ability to learn and master new technologies quickly
• Effective communicator with strong phone/Zoom presence