Legal Operations Specialist

Valley Bank • Morristown, NJ

101d

About The Position

The position involves managing relationships with law firms and internal stakeholders, acting as a liaison between them and third-party vendors. The role requires expertise in the e-billing system (LegalTracker) and oversight of the Electronic Discovery Reference Model (EDRM). Responsibilities include monitoring budgets, preparing status reports, developing department processes, and maintaining sensitive documents. The individual will also provide notary services as needed.

Requirements

• Experience in paralegal and/or legal operations roles, preferably in the banking, wealth management, or finance sectors.
• Experience in e-Discovery platforms.
• Proven ability to design and implement legal department processes and legal technology systems.
• Experience in managing and coordinating law firm relationships.
• Strong knowledge of corporate governance, contracts, and legal processes.
• Skilled in Microsoft Office Suite, legal research platforms (e.g., Westlaw, LexisNexis), and contract management tools.
• Familiarity with legal spend analytics and financial reporting tools.

Nice To Haves

• Bachelor's degree

Responsibilities

• Manage list of Panel and approved law firm relationships with Valley.
• Serve as a key liaison between law firms, internal stakeholders, and third-party vendors.
• Act as subject matter expert for Valley's current e-billing system (LegalTracker).
• Update information in the matter management system (Legal Tracker) and various excel spreadsheets to reflect the status of each case and project.
• Oversee all phases of the EDRM (Electronic Discovery Reference Model), including identification, preservation, collection, processing, review, and production of electronically stored information (ESI).
• Monitor the budget by creating dashboards and reports on outside counsel/third-party vendor spend; work with Finance and stakeholders to ensure accurate budget controls.
• Prepare status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by applicable categories.
• Develop and manage department processes, policies, procedures, and tools.
• Develop and implement best practices, workflows, and quality control protocols to ensure defensibility and efficiency.
• Manage and maintain sensitive documents with a high level of discretion.
• Act as a strategic and trusted partner in the legal team and across business functions.
• Provide notary services as needed.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees