Operations Manager

CARMEL ESTATE & FAMILY LAW

Law Firm Operations Manager

Carmel, Indiana  |  Full-time  |  Primarily on-site

POSITION SUMMARY

Carmel Estate & Family Law seeks an independent, organized professional to manage daily firm operations and provide senior-level legal assistance. As the firm’s first employee, this person will work directly with the owner attorney to establish reliable systems, keep matters moving, and provide attentive client service. Operations management is the primary responsibility; legal support is secondary.

ROLE RESPONSIBILITIES & DUTIES

• Manage office operations, vendors, purchasing, scheduling, client intake, engagement agreements, billing, and matter closing.

• Track inquiries, active matters, deadlines, outstanding information, and next steps; follow up proactively and flag risks to the attorney.

• Maintain accurate operating and IOLTA trust records; support reconciliations, invoices, receivables, retainer balances, and reporting under attorney approval controls.

• Use Clio and Microsoft 365 to maintain case records, calendars, templates, and secure files; learn WealthCounsel and improve workflows.

• Under attorney supervision, prepare documents and filings, assist with discovery and e-filing, coordinate client communications, and record billable time.

• Document procedures and help train or supervise staff as the firm grows.

REQUIRED QUALIFICATIONS

• 3–5 years of experience in operations, bookkeeping, office administration, or law-firm management.

• Proficiency with Clio and Microsoft 365 (Outlook, Word, Excel); comfortable working in a Mac-based office.

• Hands-on bookkeeping experience with reconciliations, invoicing, accounts receivable, and accurate financial records.

• Strong communication, organization, discretion, independent judgment, and follow-through.

PREFERRED EXPERIENCE

IOLTA/trust accounting; WealthCounsel; estate planning, probate, family law or litigation; Indiana e-filing; process improvement; staff supervision.

COMPENSATION & BENEFITS

$25–$30/hour ($52,000–$62,400 annually at 40 hours/week), depending on experience. Profit-sharing incentive and 401(k) employer match, subject to plan terms. Employer-paid primary care membership with nurse practitioner visits (not health insurance).