DOCUMENT SPECIALIST

Summary:

Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking a full-time, in-person, Document Specialist to join our team in Plymouth, MN. The Document Specialist plays a vital role in creating, maintaining, and optimizing legal documents and workflows within the Cogent Application. Collaborating closely with Legal Assistants, Attorneys, Client Services, and Data Operations teams. This position ensures an efficient and compliant execution of legal document workflow aligned with firm policies. In addition to managing daily operations, this role involves contributing to projects that drive the success and growth of the firm.

Essential Functions and Duties:

• Create and maintain legal documents/letters based on requests from Legal Assistants, Attorneys, Client Services, and management.
• Manage and update the Document Workbook detailing all letters and documents in Cogent. 
• Organize and store legacy templates.
• Assist in the design and creation of reports using Crystal Reports as needed.
• Foster communication and build relationships with vendors and Client Services (e.g., Cogent, High Cotton, Pitney Bowes).
• Collaborate with Audit and Compliance teams to ensure adherence to client and internal compliance standards.
• Act as a backup for overall workflow maintenance within the collection system.
• Develop and maintain legal document operating procedures and recommend process improvements.
• Implement a continuous improvement approach for document management and workflow efficiency.
• Contribute to operational projects.
• Prioritize and manage backlog items in alignment with Agile methodologies.

Full Time Benefits & Perks Include:

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• 401K, with 4% company contribution (after 1 year of service)
• Paid time off (17 days per year)
• Paid holidays off (7 days per year + a floating holiday)
• Company Paid Life Insurance
• Employee Assistance Program
• Building amenities include: Free parking, onsite restaurant, & onsite free gym

Compensation details: 19-23 Hourly Wage

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