Estate & Trust Operations Leader

Stein Sperling; Rockville (MD); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Insurance including Dental, Vis

Flexible Spending Accounts

Holiday and Birthday Leave

Free Parking

Wellness Initiatives

Employee Assistance Program

Job summary

Stein Sperling seeks an experienced Estate & Trust Administration Manager to lead the workflow and matter management for the Trusts & Estates Practice Group in Montgomery County, MD. You will supervise administrative staff, coordinate client communications with attorneys and financial advisors, and ensure timely completion of estate documents with strict confidentiality.

The ideal candidate has seven+ years in trusts and estates, with leadership experience, and a Bachelor's degree (paralegal

Qualifications

• Seven+ years in trusts and estates, with at least three years in supervision.
• Strong understanding of estate planning concepts including wills, trusts, powers of attorney, and advance directives.
• Prior experience in a law firm trusts and estates practice, private bank trust department, or wealth management firm preferred.
• Bachelor’s degree required; paralegal certificate or advanced degree a plus.
• Exceptional organizational and leadership skills with client service orientation.

Responsibilities

• Oversee estate planning workflow and matter management for the Trusts & Estates Practice Group.
• Coordinate preparation of wills, trusts, powers of attorney, and advance directives; ensure QC across deliverables.
• Manage new client and matter intake, file scanning, indexing, and AR/WIP closure in collaboration with billing.
• Supervise administrative staff supporting estate planning attorneys; provide training and mentorship.
• Liaise with clients, beneficiaries, financial institutions, and other professionals; maintain confidentiality and professionalism.
• Ensure compliance with firm policies and secure file storage/retention.

Skills

Leadership

Organizational skills

Communication

Document management

Microsoft Office

Discretion / confidentiality

Education

Bachelor's degree

Paralegal certificate

Advanced degree

Tools

Legal billing software

CRM software

Document management systems

Microsoft Office Suite

Job description

Stein Sperling seeks an experienced Estate & Trust Administration Manager to lead the workflow and matter management for the Trusts & Estates Practice Group in Montgomery County, MD. You will supervise administrative staff, coordinate client communications with attorneys and financial advisors, and ensure timely completion of estate documents with strict confidentiality.

The ideal candidate has seven+ years in trusts and estates, with leadership experience, and a Bachelor's degree (paralegal