We are Hiring - Business Operations Manager

January 22, 2024

Position Description - Law Firm Business Operations Manager

The Business Operations Manager shall be responsible for managing the business operations of the Firm, including supervising certain non-attorney personnel; evaluating and managing the Firm’s operating and information systems; overseeing the Firm’s finance functions; preparing monthly invoices for all Firm clients; assisting in the marketing of the Firm’s legal services; and evaluating, managing and supervising the facilities of the Firm.

The Business Operations Manager’s responsibilities, which may be altered or added to from time to time, are described in more detail as follows:


Personnel and Human Resources Management
  The Business Operations Manager will be responsible for overall non-attorney personnel, including the following:

  • Determining non-attorney staff needs.
  • Interviewing and screening applicants for non-attorney positions.
  • Evaluating non-attorney personnel, including consulting with the partners.
  • Coordinating vacation schedules of non-attorney personnel.
  • Conducting non-attorney personnel meetings.
  • Maintaining personnel records for all employees.
  • Maintaining the employment manual.
  • Administering, evaluating, and recommending changes, as appropriate, to, the benefits offered by the Firm, including welfare and retirement benefits.


Management of Firm Finances

The Business Operations Manager should have a financial background and will be responsible for the overall financial planning and financial management for the Firm, including responsibility for the following:

  • Planning and implementing the Firm’s annual budget and financial targets.
  • Tracking client development efforts.
  • Financial and tax reporting.
  • General ledger and trust accounting.
  • Billing and collections.
  • Managing banking relationships.
  • Payroll and fringe benefits for employees.


Management of Computer and Other Operating and Information Systems

The Business Operations Manager should have knowledge of computer systems and other operating and information systems, both hardware and software, ideally as used in a law firm environment. Duties of the Business Operations Manager, with respect to management of the Firm’s computer systems and other operating systems will include the following:

  • Evaluating periodically the computer systems used by the Firm, including hardware and all software, to determine whether changes in these systems are merited to increase efficiency and to achieve cost savings.
  • Securing and managing appropriate maintenance contracts for computer hardware and software systems.
  • Managing the telephone system, including periodically evaluating the telephone system to ensure that the Firm has a cost effective and up-to-date system.


Facilities Management

The Business Operations Manager will be responsible for the overall management of the Firm’s physical facilities and related functions, including the following:

  • Office space planning.
  • Office furniture.
  • Office equipment, including copy machines, fax machines, postage and other mail equipment.
  • Purchasing office and breakroom supplies, including food and drink items, and miscellaneous equipment.


Firm Marketing and Client Development Activities

The Business Operations Manager will assist the attorneys in the marketing of the Firm’s legal services and client development activities, including the following:

  • Coordinating the preparation and periodic updating of the Firm’s online presence and other digital and print marketing.
  • Assisting in preparing and disseminating, in a timely manner, the Firm’s announcements for new members, new associates and other matters.
  • Handling Firm advertising.
  • Handling other activities that will promote and enhance the Firm’s visibility and image in the communities served by the Firm.


Other Activities

The Business Operations Manager should assist the Firm in training associates, training legal assistants, and improving the total quality of the practice of law for the Firm. The Business Operations Manager also is responsible for coordinating business and social functions of the Firm.


11 Oct, 2024
Attorney Alison Petri – Just the Facts 10/11/2024 – Medicaid Planning
21 Aug, 2024
Attorney Michelle Bischbach - Just The Facts 8/14/24 - Pet Trusts
21 Jun, 2024
Attorney Thomas Griesbach - Just the Facts 6/12/2024
22 Jan, 2024
Position Description - Law Firm Business Operations Manager
16 Jan, 2024
Just The Facts – 12/13/2023 – The Corporate Transparency Act / Transactional Attorney Assisting with Purchases/Sales
16 Oct, 2023
Attorney Gina Ziegelbauer 10/11/2023 – Powers of Attorney
22 Aug, 2023
Announcing Attorney Riley T. Printz  We are happy to announce the addition of Attorney Riley T. Printz to the Steimle Birschbach, LLC team! Having recently graduated from Marquette University Law School, Riley is excited to be practicing in Manitowoc and assisting in the Sheboygan area. Riley will focus his practice on business and real estate law.
15 Aug, 2023
Attorney Alison Petri – Just the Facts 8/9/2023 – Power of Attorney Basics
14 Jun, 2023
Attorney Thomas Griesbach - Just the Facts 6/14/2023
By SB Law 15 May, 2023
By: Attorney Thomas Griesbach Beneficiary designations (or sometimes called TOD [Transfer on Death] or POD [Payable on Death] designations) may be placed on almost any financial asset. A Non-Probate Transfer at Death Deed (“TOD Deed”) may be used to transfer Wisconsin real estate without court to whomever the grantor names in the TOD Deed. If a Decedent designates beneficiaries on all but fifty thousand dollars’ worth of his or her property, the Decedent will have avoided probate. While this strategy is not appropriate in all situations, it is often a simple and cost-effective way to avoid probate. But such a strategy may lead to unintended circumstances if the Decedent includes general bequests in his or her Will. A Will only governs probate property (i.e., a Decedent’s property that has no beneficiary designation and no surviving joint owner). Therefore, if a Decedent designates beneficiaries on nearly all his or her assets, there may be insufficient funds governed by the Will to satisfy the bequests made therein. Consider the following as an example. Grandma Betty has three adult children who are on good terms and get along. Betty wants to leave a sum of two thousand dollars to each of her ten grandchildren with the residue of her estate equally among her three children. Betty executes a Will accordingly and then proceeds to designate her children as beneficiaries of all her financial accounts. Upon Betty’s death, she owns tangible personal property of de minimums value and has no car or real estate. Her remaining wealth is contained in her financial accounts which pass directly to her children pursuant to the beneficiary designations. Consequently, there is no property governed by her Will and her grandchildren get nothing. There are numerous work arounds to avoid this unintended result, as discussion of which is beyond the scope of this blog. Simply know that your beneficiary designations must be properly correlated with your Will. If you are not confident in this, now is the best time to review the same. This blog post is provided for informational purposes only and by its very nature is general. This information is not intended as legal advice and should not be relied upon.
More Posts
Share by: