Practice Operations Associate

🔥 19 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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J.S. Held LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

⚖️ Legal

📦 Logistics

💰 Private Equity Round on 2015-10

Insurance • Legal • Logistics

J. S. Held LLC is a global consulting firm that provides a broad array of technical, scientific, financial, and strategic expertise to help clients navigate complex, high-stakes situations and mitigate risk. The company offers services across various industries including construction, insurance, and environmental services, with a focus on delivering solutions for contentious and catastrophic scenarios. Known for its integrity and clear-cut analysis, J. S. Held assists organizations by offering in-depth advisory on financial investigations, valuations, risk assessments, forensic services, and strategic planning. With a combination of world-class talent and technology, J. S. Held is dedicated to supporting its clients in making informed decisions while managing both tangible and intangible assets.

📋 Description

• Provide day-to-day operational support to Strategic Advisory Group leaders and team members • Coordinate work across senior leadership, practitioners, corporate functions, and external contacts • Support marketing and business development activities, including opportunity tracking, meeting preparation, follow-up, event support, and marketing-material maintenance • Create, update, and quality-check pitch decks, qualifications packages, presentations, and client-facing materials • Administer CRM data and processes, including opportunity entry, contact and account updates, pipeline hygiene, activity tracking, reporting, and reminders • Monitor accounts receivable, work in process, billing status, collections follow-up, and related reporting • Support client invoicing by gathering backup, confirming billing details, tracking approvals, monitoring invoice status, and maintaining records • Develop and maintain trackers, dashboards, templates, shared workspaces, and process documentation • Coordinate recurring and ad hoc meetings, prepare agendas and materials, capture decisions and action items, and follow through to closure • Assist with onboarding, system access, internal requests, team communications, and administrative or operational needs • Use Microsoft 365 and business systems to streamline tasks, improve data quality, and identify automation and process-improvement opportunities • Handle confidential and sensitive information with care and discretion • Anticipate needs, identify risks or missing information, escalate appropriately, and offer practical solutions • Take on additional priorities as needed

🎯 Requirements

• Experience in operations, project coordination, team support, marketing and business development support, finance administration, or a comparable client-service environment • Exceptional organization and follow-through, managing multiple deadlines, requests, stakeholders, and recurring responsibilities • Ability to shift between strategic, analytical, administrative, and hands-on tasks • Strong service orientation • Professional presence and communication skills • Working knowledge of marketing and business development workflows, presentation development, CRM administration, AR/WIP/billing management, and invoicing, or ability to learn these areas quickly • Advanced proficiency or strong aptitude with Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint • Ability to produce accurate, polished, and client-ready presentations, trackers, reports, and written communications • Sound judgment, discretion, and accountability when handling confidential information • Proactive problem-solving skills, intellectual curiosity, and willingness to learn unfamiliar systems, processes, and subject matter • Ability to work independently, ask effective questions, collaborate across functions, and keep stakeholders informed • Comfort operating in a fast-paced environment where priorities may change and timely execution is essential • Regular computer-based work and participation in virtual and in-person meetings • Ability to manage time-sensitive priorities • Flexibility outside standard business hours when required

🏖️ Benefits

• Generous FTO policy • Medical, dental, and vision insurance • 401(k) match • Commuter benefit • Remote work arrangement • Flexibility outside standard business hours when business or client needs require it • Reasonable accommodations during the hiring process