Operations Manager

About Us:

We are a unique, fast-growing estate planning law firm dedicated to meeting the needs of young families and empty nesters. Our team is passionate about helping individuals and families protect their assets and plan for the future. As we continue to expand, we are seeking a dynamic and experienced Operations Manager to join our team and help us manage our growth effectively.

Job Summary:

The Operations Manager will play a critical role in the smooth and efficient operation of our law firm. This position requires a proactive, organized, and detail-oriented individual who can manage human resources tasks, oversee office operations, and support our legal team. The ideal candidate will have experience in a professional setting, excellent communication skills, and the ability to handle a wide range of responsibilities.

Responsibilities

  • Oversee day-to-day operations of the firm, ensuring a productive and efficient work environment.

  • Manage all non-legal support staff members.

  • Manage all human resources functions, including recruitment, hiring, onboarding, and performance evaluations.

  • Develop and maintain employee records and ensure confidentiality of sensitive information.

  • Create job descriptions, KPI’s and Performance Improvement Plans.

  • Administer employee benefits programs, including health insurance, retirement plans, and paid time off.

  • Handle employee relations, addressing any issues or concerns that arise within the firm.

  • Manage payroll.

  • Cultivate and foster a continued positive organizational culture.

  • Develop and implement Firm and HR policies and procedures to ensure compliance with legal regulations and improve workflow.

  • Coordinate and manage staff schedules, ensuring adequate coverage and efficient use of resources.

  • Conduct regular staff meetings and facilitate communication between management and employees.

  • Respond to any concerns or issues from potential clients, existing clients, and professional planning partners, providing stellar customer service.

  • Assist with financial management tasks and financial reporting, including budgeting and forecasting.

  • Manage accounts payable and accounts receivable.

  • Assist owners with creating Business plan and staffing plan looking ahead, 1, 2 and 3 years.

  • Facilities and office equipment management, coordinating with vendors and service providers including Tech and Software.

Qualifications

  • Bachelor’s degree in business administration, management, human resources, or a related field.

  • Minimum of 5-7 years of experience in a professional setting, with a focus on human resources.

  • Strong understanding of HR practices, and office procedures.

  • Excellent organizational and multitasking skills.

  • Proficient in Microsoft Office Suite and office management software.

  • Experience with Hubspot, CRM, and CMS is a plus.

  • Strong financial management skills, including budgeting and billing.

  • Exceptional interpersonal and communication skills.

  • Ability to maintain confidentiality and handle sensitive information with discretion.

  • Proven leadership and team management abilities.

Compensation

  • Competitive salary based on experience.

  • Health, dental, and vision insurance.

  • Retirement plan with employer contribution.

  • Paid time off and holidays.

  • Professional development opportunities.

  • Collaborative and supportive work environment.

To Apply:

Please send an email with “[Insert Your Name] is Your Next Operations Manager” in the subject line and attach the following documents in PDF format only to: jobs@parentsestateplanning.com.

  1. A cover letter containing the following:
    • Why you are applying for this position;
    • What you are looking for in your next position;
    • What you bring to the table; and,
    • Your salary requirements.

  2. Your resume

  3. Your references