Chief Adminstrative Officer - Law Office of Susan A. Katzen

Are you a seasoned Administrative Professional looking to impact the legal industry?

Join the prestigious Law Office of Susan A. Katzen in Newport Beach, CA, US, earning a potential salary of $120,000-$140,000 based on experience. This is a management-level position with a compensation plan that includes a competitive salary, a robust benefits package, and a bonus incentive plan driven by tracked KPIs. Benefits include 401(k), PTO, Medical, Vision, Dental, Life Insurance, and Professional development.

As a key player in our team, you will oversee the daily operations, administrative, and business needs to ensure the efficiency and excellence of a state-of-the-art window-lined office with the latest technologies. Collaborate with a dedicated team to drive strategic initiatives and uphold the highest service standards in a dynamic legal environment. Join us in shaping the future of legal operations today.

$120,000 - $140,000 DOE

Essential job duties

1. Oversees the quality and timeliness of work, meeting deadlines by measuring and tracking KPIs for all staff
2. Ensures clients and matters move through the workflow pipeline at the right pace and that tasks are completed on time
3. Manages office facilities and office supply inventory
4. Assists the Owner with recruitment, hiring, staff, benefits and human resources
5. Handles training and onboarding for new employees
6. Supervises the work of all third-party vendors and equipment
7. Implementation of firm technology and project management
8. Oversees the Firm’s case management, contact management, and document management
9. Supervises and manages marketing, intake, and sales
10. Creates, implements, improves, and makes sure everyone is following the Firm's policies and procedures
11. Review of financials and financial reporting
12. Prepares dashboards and status reports for the Owner

Experience needed

1. Prior Operational experience of 7+ years in the professional services industry
2. Prior supervisory experience, preferably a staff of 25+ people
3. Employee engagement and leadership, supervision, and termination
4. Managing bookkeepers, accountants, technology services, and other vendors
5. Managing cases and projects to ensure they are resolved successfully, on time, and on budget

The ideal candidate

We care about skills and experience. We care just as much about your behaviors, habits, and attitudes…the right person for this role must:

1. Not only “adapt” to change, but - drive it and thrive in it
2. Talk more about the solution than the problem
3. Have a high energy level
4. Have a sense of humor in equal measure to your sense of compassion
5. Have keen conflict resolution skills (not conflict & avoidance)
6. Have a strong sense of emotional intelligence

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.