Practice Operations / Project Manager - Private Wealth
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Title: Practice Operations/Project Manager - Private Wealth Family Offices & Exempt Organizations
Contract: Full-time
Posting Jurisdictions: Philadelphia - USA
Compensation: TBC based on experience
The Firm:
Sterlington is an international law firm that combines legal and commercial excellence with modern ways of practicing. Our high-caliber partners work on complex business matters with a tailored approach to client service and a focus on financial flexibility and innovation.
We are the ultimate law firm for private clients private capital senior executives founders HNWIs and family offices as well as related businesses in both corporate and litigation matters. We take a commercial and holistic approach to the legal and business needs of our clients.
Learn more at:
Overview:
TheProject Managerofthe Private Wealth FamilyOffices & Exempt Organizations practice will work closely with practice leadership and firm management to engage in project management operational management and strategic planning for the practice.
TheProject Managerwill work directly with practice leadership to:
- Project Management: Develop and superintend procedures and policies that optimize legal services workflows. Perform daily project management tasks. Manage workload distribution. Implement technology solutions.
- Operational Management:Oversee the day-to-day operationsofthe practice including optimizing non-legal workflows and ensuring adherence to best practices. Work closely with firm management to manage practice resources including the Philadelphiaoffice.
- Strategic Planning: Develop and execute strategic initiatives for the practice. Align team goals with practice and firm objectives.
TheProject Managerwill report to the practice Chair with a dotted line into the Administration Leader. This position will be resident in the Philadelphiaoffice with a hybrid in-office working arrangement.
Primary Responsibilities:
- Keep all legal services and business development progress trackers up-to-date on a daily basis. Create reports and conduct analysis for various stakeholders as needed.
- Lead weekly meetingsoflawyers and professionalstaffregarding client service and project status reports.
- Manage and run additional practice meetings as necessary including determining timing and participants. For example to update legal forms and ensure quality control maintain team awareness regarding current developments in relevant legal areas execute other strategic initiatives etc.
- Triage communications for the practice Chair. Help to set practice Chair daily and weekly priorities.
- Regularly review financial performance with practice leadership. Assist with budgeting and forecasting.
- Identify key practice priorities research and analyze potential risks and opportunities set goals and oversee initiatives (including establishing metrics and monitoring progress).
- Facilitate communications among the lawyers professionalstaffand administrativestaffwithin the practice and with firm management.
- Provide office management support including welcoming guests liaising with landlord and ensuring supplies are replenished.
Experience and Qualifications:
- Bachelors degree and a minimumof3 yearsofrelated business operations experience ideally in a private client or wealth management context or preferably in a legal financial or other professional services or consulting context.
- Experience as a Notary Public would be useful but not essential
- Demonstrated ability to develop communicate and implement procedures policies and processes to enhance client experience and increase efficiencies.
- Strong interpersonal skills and a collaborative approach. Demonstrated capacities to motivate a team and to build relationships with team membersofall levels across the firm.
- Client service orientation.
- Attention to detail and strong organizational and analytical skills.
- Exceptional judgment and discretion. Unwavering commitment to confidentiality.
- Experience with a varietyoftechnological solutions and ability to quickly adapt to new technologies.
Sterlington uses E-Verify to confirm employees work authorization.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Sterlington is an international virtual law firm with leading capabilities in sophisticated transactional and litigation work and legal contract outsourcing.
