What are the responsibilities and job description for the Project Coordinator position at MILESTONE & CO LLC?

Job Description

Milestone Project Coordinator

Company Overview :

Are you passionate about making a tangible impact? Do you thrive in a fast-paced environment where attention to detail is key? Milestone is a settlement trustee with one foot in the future. We're a team of innovative problem-solvers who work with law firms to get people paid fast once a legal settlement is reached. Milestone has a revolutionary system that digitizes and streamlines the post-settlement process. We are on a mission to pay people promptly after settlement, making the experience more efficient and transparent for everyone.

Named a fastest-growing company by both Inc. 5000 and The Business Journals, Milestone drives all growth toward building a better legal system for the plaintiff. We are committed to pushing the boundaries of excellence and innovation in the legal industry.

Characteristics of a Milestonian :

Yes, we have a name for ourselves. We call ourselves Milestonians, and you’ll often hear our “To the moon!” catchphrase shouted in the halls of the office or tacked onto the end of Teams calls. We’re not going to say that we’re a family here (frankly, it’s a little weird when companies say that), but we do consider ourselves to be a tight-knit group, bound by our mutual drive and purpose. As such, Milestonians tend to have the following in common. Milestonians have :

Integrity Milestonians are dependable, principled, and honest, and they own their behavior.
Agility Milestonians embrace change, adapt promptly to the unexpected, and work to continually learn and evolve in their role.
Effectiveness Milestonians pursue results with common sense and a streamlined approach and look for ways to improve and enhance processes.
Compassion Milestonians strive to understand others’ nuanced experiences and exhibit empathy and humility in every interaction.
Discipline Milestonians show up and work constructively to uphold their commitment to excellence.

Characteristics of a Milestone Project Coordinator :

In addition to the above, we are looking for a candidate who also uniquely fulfills the specific needs of our Project Coordinator role. We need someone who is organized and detail-oriented, while also having a knack for empathetic communication, as this individual will play a crucial role in directly assisting and supporting claimants.

Primary Functions & Responsibilities :

Execute principled and clear communication internally and externally

Respond to all client / claimant emails or phone calls within one business day

Identify and escalate client / claimant or operational issues in a timely manner

Proactively anticipate the client’s / claimant’s next question and address before they ask, when possible

Produce work that is of client-facing quality or is circulated internally with clear questions while in draft format

Act with principle and embody Milestone’s values as the face of Milestone to our clients

Uphold confidentiality and handle confidential material and information professionally

Send data to and receive data from external parties in a secure manner

Provide administrative assistance on any key projects or deliverables

Coordinate timely and accurate execution of key activities and tasks as outlined in the proposal, orders, project documents, and / or client requests

Take ownership of the outcome of the work produced, as well as other special projects or process improvements / strategic initiatives as assigned

Respond to colleagues in a timely manner to keep project deliverables on schedule

Update and complete required reporting and information entry in a timely manner

Be respectful of your own and others’ time

Propose solutions when identifying any problems

Appropriately communicate clients’ needs internally

Display a professional level of attention to detail and produce error-free work that requires little to no revisions or oversight or clearly escalate areas for feedback and assistance

Coordinate with other operational groups and effectively delegate tasks to the appropriate team member while retaining responsibility for successful completion of the task

Communicate and prioritize to remove any roadblocks to task completion

Provide context and transparency while maintaining a professional and respectful tone

Request assistance with both detail and humility

Create timely and accurate task requests and instructions for completing tasks

Requirements & Qualifications :

Bachelor’s degree and a paralegal certificate OR 4 years industry experience[JB1]

Advanced computer literacy with proficiency in Microsoft Office, including Word, Excel, and Outlook

Preferred Additional Skills :

Juris Doctor degree OR 3 years of professional legal experience with a background in mass tort settlements or personal injury

Basic knowledge of lien resolution is ideal

Advanced Excel abilities such as pivot tables, V / XLOOKUP, and Macros

Familiarity with Salesforce, Asana, Power Automate, and Power BI, are all pluses

Job Specs & Details :

Hours : Monday-Friday, 9am-5pm ET

Salary commensurate with experience

401(k) w / match

Health, dental, & vision insurance

Generous paid time off

Paid maternity / paternity leave

Headquartered in Buffalo, New York, with a nationwide full-time remote workforce

Other Duties :

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Milestone is an equal opportunity employer and welcomes candidates from all backgrounds to apply. We are committed to creating a diverse and inclusive workplace.

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