About this opportunity
Larson Maddox lists this Trust & Estates Practice Manager opportunity in montgomery county, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client is seeking an experienced Trusts & Estates Practice Manager to join its growing Trusts & Estates practice. This is a leadership opportunity for a highly organized professional with substantial experience in estate planning, trust administration, wealth management, private banking, family office operations, or law firm practice management.
The Practice Manager will play a critical role in overseeing workflow, coordinating complex estate planning matters, managing administrative staff, and serving as a key liaison among attorneys, clients, financial advisors, and other professionals. The ideal candidate is a proactive problem solver who thrives in a fast-paced environment and has a strong understanding of trusts and estates processes.
Key Responsibilities
* Manage the day-to-day operations of the Trusts & Estates Practice Group.
* Oversee estate planning workflows, ensuring matters progress efficiently and deadlines are met.
* Coordinate the preparation and execution of estate planning documents, including:
* Wills
* Revocable and irrevocable trusts
* Powers of attorney
* Advance healthcare directives
* Related estate planning instruments
* Implement and maintain quality control measures for all client deliverables.
* Supervise and mentor administrative staff supporting estate planning attorneys.
* Serve as a primary point of contact for clients, referral sources, and professional advisors.
* Coordinate meetings involving attorneys, clients, financial advisors, accountants, trustees, and other stakeholders.
* Manage new client intake and matter opening processes, including the collection and organization of client information.
* Ensure compliance with firm policies, procedures, and documentation standards.
* Oversee file management, document retention, and matter closing procedures.
* Coordinate with billing and finance teams to resolve outstanding work-in-progress (WIP) and accounts receivable (AR) before matter closure.
* Maintain confidential and sensitive client information with the highest degree of professionalism.
* Continuously identify opportunities to improve processes, workflow efficiency, and client service.
Qualifications
* 5+ years of experience in trusts and estates, estate planning, trust administration, private banking, wealth management, family office operations, or a related field.
* Prior experience in a law firm, trust company, private bank, family office, or wealth management organization preferred.
* Demonstrated experience managing teams, workflows, and complex client matters.
* Strong understanding of estate planning documents and trust administration procedures.
* Excellent organizational, project management, and time management skills.
* Exceptional written and verbal communication abilities.
* Ability to manage multiple priorities and deadlines in a fast-paced environment.
* High level of discretion, professionalism, and client service orientation.
* Proficiency with Microsoft Office and legal or trust administration software.
Why Join Us?
This is an outstanding opportunity to join a collaborative and respected Trusts & Estates practice where you'll have significant impact on client service, operational excellence, and team success.
Benefits
* Medical, Dental, and Vision Insurance
* Life Insurance and Long-Term Disability Coverage
* Flexible Spending Accounts (FSA)
* 401(k) with Profit Sharing
* Generous Paid Time Off
* Paid Holidays and Birthday Leave
* Free Parking
* Wellness Programs and Initiatives
* Employee Assistance Program (EAP)
Benefits are subject to eligibility requirements and company policies.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.