Build My Great Team® by Atticus® · 1 month ago
Operations Manager - Legal Industry
Lisle, Illinois, United States
Full-time
Onsite
Mid LevelClancy & Associates is a full-service special needs law firm dedicated to helping families navigate complex legal, financial, and life-planning decisions for loved ones with disabilities. The Operations Manager will oversee multiple administrative functions and the firm's financial performance, ensuring efficient operations and exceptional client service.
Staffing & Recruiting
Responsibilities
Oversee billing workflows, including invoice preparation, payments, and A/R follow-up
Manage bookkeeping in QuickBooks Online (A/P, A/R, reimbursements, expense coding, monthly reconciliations)
Pay office bills, track expenses, and reconcile bank and credit card statements
Coordinate with accountants regarding tax filings, payroll, and compliance matters
Maintain operational KPIs (intake volume, response times, billing hygiene, aging reports) and surface issues proactively
Serve as the first point of contact for prospective clients; screen leads, schedule consultations, and guide them through intake
Maintain accurate intake records and client communication logs
Prepare engagement letters, initiate trust requests, and complete onboarding tasks
Support attorneys with file setup, organization, and administrative follow-through
Coordinate firm events, speaking engagements, and community outreach
Assist with presentation materials, sponsorships, and donation requests
Collaborate with the Marketing Manager and Webmaster to share updates and content
Manage vendors, including IT, benefit providers, and office service partners
Oversee office equipment, maintenance, and repairs
Ensure daily operations run smoothly and support productivity and client service
Qualification
Required
Strong communication skills
Client-service excellence
Exceptional attention to detail
Experience with QuickBooks Online
Ability to manage day-to-day office operations
Experience in billing workflows, including invoice preparation, payments, and A/R follow-up
Ability to manage bookkeeping tasks including A/P, A/R, reimbursements, expense coding, and monthly reconciliations
Experience in coordinating with accountants regarding tax filings, payroll, and compliance matters
Ability to maintain operational KPIs and surface issues proactively
Experience in client intake and lead management
Ability to prepare engagement letters and complete onboarding tasks
Experience in coordinating firm events and community outreach
Ability to manage vendors and oversee office equipment maintenance
Company
Build My Great Team® by Atticus®
Are you a law firm seeking to build your dream team while still prioritizing client representation? Look no further than Build My Great Team.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase