Job Description
A newly created role to build a newly created service from the ground up!
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A rare opportunity has arisen for an experienced Operations, Practice or Legal Operations professional to join a recent estates venture at a pivotal stage of growth.
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Backed by an established legal business, this newly created role will take ownership of the end-to-end operational delivery of a high-volume Estate Planning service. With significant investment in automation, AI and legal technology, you will play a key role in creating a scalable, market-leading client experience from day one.
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This is far more than a traditional Practice Manager role
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You will be central to designing how the function operates, improving processes as the service grows nationally and ensuring a seamless journey from initial instruction through to execution, trust transfer and safe custody.
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Why You'll Love It Here
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Join at the ground level of a genuinely exciting, high-growth national venture.
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Take real ownership of operations and influence how the service is built and scaled.
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Work closely with senior legal, financial advisory, and technology stakeholders.
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Be at the forefront of legal technology, automation and AI-enabled document delivery.
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Shape scalable systems, reporting, best-practice processes and team capability as the division grows.
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Enjoy a highly visible role where your ideas and operational expertise will make a tangible impact.
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Up to $190,000 + Super DOE
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Your Role
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Reporting closely to senior leadership, you will oversee the full operational workflow across the Estate Planning division, ensuring matters are delivered efficiently, accurately,



and in line with agreed service standards.
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Key responsibilities will include:
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Managing the end-to-end workflow across client onboarding, drafting, review, approval, execution, trust transfer and safe custody.
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Driving throughput, capacity planning and resourcing against service levels, volume forecasts and matter complexity.
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Coordinating workflow allocation across lawyers and paralegals, while monitoring performance, quality and turnaround times.
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Overseeing onboarding, engagement, AML requirements, billing, post-service trust transfers and matter records.
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Managing safe custody intake, registers and offsite storage transfers in line with established protocols.
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Acting as the key operational contact for financial advisers, clients, legal teams, external providers and the broader joint venture.
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Supporting the implementation and ongoing optimisation of practice management, document management, client portal and workflow systems.
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Maintaining strong data integrity, automated triggers and notifications throughout the matter lifecycle.
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Supporting precedent and clause-library version control under legal sign-off.
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Producing operational reporting and management information to support decision-making and growth.
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Identifying opportunities to improve efficiency,



reduce cost-to-serve and increase automation.
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Developing operational procedures, training materials, knowledge resources and best-practice guides.
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Leading and developing the Operations / Practice Management team as the function grows.
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You'll Be a Great Fit If
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You are an experienced Operations Manager, Practice Manager or Legal Operations professional who enjoys building, improving and scaling processes, not simply maintaining what already exists.
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You will bring:
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Experience in legal operations, practice management or operational leadership within a law firm or professional services environment.
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Strong workflow and service-delivery management experience, ideally within a high-volume or process-led setting.
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Exposure to legal technology, practice management systems, document management platforms or client portals.
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A genuine interest in automation, AI and using technology to improve client service and operational performance.
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Excellent stakeholder management skills and the confidence to work across legal, financial advisory and technology teams.
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A proactive, commercially minded approach to process improvement and change.
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Exceptional organisation, attention to detail and the ability to manage multiple priorities.
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The confidence and autonomy to help build a new operational function from the ground up.
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If you are looking for a role where you can genuinely make your mark, influence a national growth story and help redefine how services are delivered, we would love to hear from you.
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📌 Head Of Operations (New South Wales)
🏢 Mjd Recruitment
📍 New South Wales