Litigation Services Operations Associate

JOB DETAILS:

• Title: Operations Associate
• Classification: Full-time; Exempt
• Department: Litigation Services
• Location: Houston
• Office Expectations/Hours: Hybrid position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm

How We Work 

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

Job Functions & Expectations

• Assist in the planning and execution of FLVS department marketing and business development initiatives.
• Manage, coordinate, and schedule business development meetings and events and attend events when necessary with managers.
• Ensure supported managers are prepared with all materials and information for meeting and events.
• Maintain client information and case target databases.
• Prepare and follow up on client invoices and preparation of engagement letters.
• Assist with preparation of engagement letters and administrative activities for client projects.
• Assist with conflict checks.
•  Send mailings and make photocopies, and order meals as needed.

 How Will You Get Here? 

• Minimum of 5 years of prior office clerical experience.
• Minimum of 2 years of marketing experience for a professional services firm preferred.
• High school diploma required; some college preferred.
• Prior experience making travel arrangements is a plus.
• Ability to quickly gain a general understanding of the services the department provides and learn the time, billing, and engagement processes.
• Ability to multi-task and prioritize assignments while performing a variety of administrative tasks with minimal supervision and exercising independent judgment.
• Ability to work overtime during critical periods, such as report deadlines or special projects.
• Intermediate to advanced skills in Microsoft Office, specifically Microsoft Word, Excel, and some PowerPoint.
• Must be detailed oriented and organized.
• Must be accurate, competent, conscientious, efficient, enthusiastic, motivated, organized, pro-active, responsible, and committed.
• Good interpersonal and communication skills (verbal and written) within all levels of the organization.
• Professional appearance and demeanor.

Why Should You Apply? 

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4^th and year end
• 20 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
• Health & Wellness Program
• Pet Insurance 

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law.  Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0.  All employment is decided on the basis of qualifications, merit, and business need.