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# Transfers Specialist

- **Company:** Fish & Richardson P.C.
- **Location:** Minneapolis, MN, United States
- **Experience:** Experienced
- **Salary:** $54,392.0 - $78,853.0
- **Contract:** Permanent contract
- **Skills:** Databases, Data Integrity, File Transfer, Microsoft Office
- **Published:** July 23, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=4c16158d6e40a14c

## About the Role

* 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.
 * This position is hybrid requiring Wednesdays in the office.

## Description

* Project Management: Implement and assume responsibility for completion of major projects relating to the transfer of client files/matters.
 * Communication: 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.
 * Records Collection & Review: Collect records/files from offices and off-site storage for disposition or the transfer.
 * Software Utilization: Use computerized records management software to update systems with current data.
 * Legal Correspondence: Collaborate with the legal staff on proper transfer letters (e.g., transfer, terminations, and FA notifications).
 * Retention Procedures: Organize, update, and follow through on retention procedures based on instructions from clients and firm administration.
 * Compliance Communication: Communicate directly with legal staff, support staff, and administration to ensure compliance with transfer policies.
 * Project Assistance: Assist with various projects that include closing files, transferring files in/out of the firm, terminations, retention, and other special projects.
 * Central Point of Contact: Serve as the central point of contact with handling teams and previous or new counsel in processing incoming and outgoing file transfer requests.
 * Data Integrity: Reviews and ensures data integrity of firm records across various systems.


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