Operations Support & Process Specialist
M
Manila RecruitmentLegal
Philippines, 8:00am to 5:00pm MSTContractMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5+ years
- Required Skills
- SharePoint
Requirements
- 3–5+ years of experience in operations, process coordination, workflow management, or similar operational support roles
- Compliance-heavy or professional services environments experience
- Legal or finance background preferred
- Demonstrated experience with process ownership and independent execution
- Background in process documentation, including creating and maintaining SOPs, workflow guides, internal process libraries, or operational manuals
- Strong written communication skills
- Strong organizational skills and attention to detail
- Experience working with Microsoft 365
- Experience working with document management systems
- Ability to manage multiple recurring workflows with accuracy
- Clear written communication and strong follow-through
- Exposure to onboarding or internal training coordination (preferred)
- Familiarity with Clio Manage (preferred)
- Experience using AI tools to increase productivity (preferred)
Responsibilities
- Manage client intake and matter setup
- Draft, circulate, and track engagement letters and conflict waivers
- Create new clients and matters in Clio Manage and SharePoint
- Verify billing details, retainers, and rates before system setup
- Maintain organized digital files and templates
- Generate WIP reports and monitor matter thresholds
- Validate time entries and coordinate corrections
- Support monthly prebill preparation and quality checks
- Maintain budget trackers and flag discrepancies
- Review vendor invoices
- Track renewals and license allocations
- Maintain compliance documentation in SharePoint
- Coordinate system setup with IT vendors
- Maintain onboarding checklists
- Support access management and license reallocation
- Document recurring workflows in a standardized format
- Maintain organized SOPs in SharePoint and OneNote
- Update templates and ensure version control
- Assist leadership in capturing undocumented institutional knowledge
- Identify areas where processes can be simplified or clarified
- Help create onboarding guides for new hires
- Convert documented workflows into step-by-step training materials
- Support internal training sessions when needed
- Track completion of required process reviews
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