Transfers Specialist

About the role

Join Fish’s team in our fast-paced Risk Management Department as a Transfers Specialist.

Responsibilities

• Implement and assume responsibility for completion of major projects relating to the transfer of client files/matters.
• Support and notify attorneys and support staff at all levels of the organization on transfers policies and procedures, as well as responding to questions and providing guidance as needed.
• Collect records/files from offices and off-site storage for disposition or the transfer.
• Use computerized records management software to update systems with current data.
• Collaborate with the legal staff on proper transfer letters (e.g., transfer, terminations, and FA notifications).
• Organize, update, and follow through on retention procedures based on instructions from clients and firm administration.
• Communicate directly with legal staff, support staff, and administration to ensure compliance with transfer policies.
• Assist with various projects that include closing files, transferring files in/out of the firm, terminations, retention, and other special projects.
• Serve as the central point of contact with handling teams and previous or new counsel in processing incoming and outgoing file transfer requests.
• Reviews and ensures data integrity of firm records across various systems.

Requirements

• High school diploma or equivalent is required.
• 3+ years of experience in records management or equivalent field in a professional office environment is required.
• Experience in the legal or professional services industry is preferred.
• Experience with Prolaw, Foundation IP or other client database software.
• Demonstrated ability to thrive in a collaborative, team-oriented environment and contribute positively to team dynamics.
• Strong interpersonal and communication skills, essential for interacting effectively with a diverse group of attorneys and staff through phone, email, and in-person communication.
• Exceptional attention to detail and organization skills across all responsibilities.
• Proficiency in Microsoft Office Suite, databases, applications, and other relevant software, with a strong willingness to learn and adapt to new and evolving technologies.
• Ability to change and adapt to current and future responsibilities and circumstances.
• Ability to accommodate Pacific time zone hours is preferred.

Schedule

This position will be scheduled until 7:00 p.m. Central / 5:00 p.m. Pacific.

Benefits

• Competitive pay and discretionary bonus opportunities
• Comprehensive medical and dental coverage
• Generous paid time off
• Tuition reimbursement
• Award-winning retirement and profit sharing plans with employer contribution
• Back-up child care and health and wellness initiatives
• A positive culture ranked as one of the best in the country in Vault’s 2026 law firm survey
• Culture awarded an Outstanding Workplace designation in 2023 and 2024 by People Insight based on high levels of employee engagement

Pay

The salary range for this position varies by geographic market. Final compensation will be based on a variety of factors including education, experience, skills, professional background, overall qualifications, and location.

• In Minneapolis and Chicago, the estimated starting pay range is $26.15 - $32.82 per hour (based on a 37.5-hour workweek), which is equivalent to $51,000 - $64,000 annually.
• In San Diego, the estimated starting pay range is $30.21-$37.91 per hour (based on a 35-hour workweek), which is equivalent to $55,000-$69,000 annually.
• In Silicon Valley, the estimated starting pay range is $32.41-$40.65 per hour (based on a 35-hour workweek), which is equivalent to $59,000-$74,000 annually.