Estate Administration Manager

Crisp RecruitFort Mill, SC
Onsite

About The Position

The Estate Administration Manager at Simpson Law Firm is a pivotal senior leadership role responsible for overseeing the firm's Estate Administration Department across its Fort Mill and Charlotte offices. This onsite position exists to streamline operations, enhance productivity, mentor and develop local and international team members, and ensure exceptional client service. By assuming the current department head's daily management responsibilities, the Estate Administration Manager will enable firm leadership to focus on continued business development and strategic growth. As a leader, this role will have a direct impact on client satisfaction, team performance, and the long-term success of the firm.

Requirements

  • Minimum three years managing people and team performance in a legal setting.
  • Mentor and guide paralegals on legal processes, procedures, and best practices, providing hands-on support to strengthen their skills, ensure consistency, and improve the quality and efficiency of their work.
  • At least three years of specialized experience in North Carolina or South Carolina estate administration, or five years if from another jurisdiction.
  • Proven track record in developing and refining legal processes and SOPs, and managing departmental KPIs.
  • Strong experience with Trello or a comparable workflow/project management platform is highly preferred.
  • Familiarity with Clio, Lawmatics, and Microsoft Teams is a plus, along with the ability to quickly learn new legal technology.
  • Warm, collaborative, and proactive, with strong communication and coaching abilities.
  • Capability to manage international and remote teams effectively.
  • Demonstrated interest in long-term career growth and development within a firm.

Responsibilities

  • Manage and develop a team of local and international paralegals and legal assistants across different offices.
  • Identify workflow issues, implement solutions, and enforce adherence to Standard Operating Procedures (SOPs).
  • Ensure the department meets productivity and performance targets by overseeing the team responsible for approximately 600 active estate administration files while maintaining consistency, quality, and operational efficiency.
  • Monitor department performance indicators such as revenue, billable hours, and completion timelines, adjusting strategies as needed.
  • Provide continuous training and support to team members, fostering an environment of growth and accountability.
  • Partner with attorneys to ensure operational expectations, including timeliness, billable hours, collections, and process compliance, are met while respecting their independent legal judgment.
  • Cultivate and maintain strong relationships with external referral partners to expand the firm's network and influence.
  • Step in to assist with complex estate administration matters and provide coverage when team members are unavailable, while maintaining no regular individual caseload.

Benefits

  • Health Insurance: Eligible beginning the first day of the month following 30 days of employment, with employer contributions toward premiums.
  • Retirement Savings: 401(k) with a 3.5% employer match available after the first quarter post-hire.
  • Paid Time Off: PTO, including sick time, and holidays.
  • Estate Planning Documents: Complimentary services after 90 days of employment.
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