What are the responsibilities and job description for the Senior Paralegal Supervisor Practice Manager position at Schwartsman Law Group, PLLC?
Senior Paralegal Supervisor / Practice Manager – Trusts & Estates
Full-Time Position
About the Practice
We are a growing trusts and estates practice focused on high-quality representation in estate planning, probate, estate and trust administration, and contested Surrogate’s Court matters. We are seeking an experienced, highly organized Senior Paralegal Supervisor / Practice Manager to oversee daily operations, supervise support staff, and ensure the efficient and professional delivery of client services.
Position Summary
The Senior Paralegal Supervisor / Practice Manager will play a central role in the smooth functioning of the practice. This position combines advanced paralegal responsibilities in trusts and estates with supervisory and operational management duties. The ideal candidate is a seasoned professional with strong leadership skills, deep knowledge of Surrogate’s Court practice, and the ability to manage both people and processes in a fast-paced legal environment.
Key Responsibilities
Practice Management & Supervision
- Supervise, train, and mentor paralegals, legal assistants, and administrative staff
- Oversee workflow, case assignment, and prioritization of matters across the practice
- Develop, implement, and maintain office systems, procedures, and best practices
- Monitor deadlines, court calendars, and filing requirements to ensure compliance
- Coordinate with the principal attorney on staffing needs, performance feedback, and professional development
- Serve as a primary point of contact for operational and administrative issues
Paralegal & Substantive Duties
- Manage and assist with probate, administration, and trust proceedings in Surrogate’s Court
- Prepare and file petitions, citations, accountings, inventories, and related court documents
- Draft correspondence, engagement letters, status updates, and client communications
- Organize and maintain complex estate and trust files, both physical and electronic
- Coordinate discovery, document production, and responses in contested matters
- Assist with estate planning document preparation and execution formalities
- Track and follow up on outstanding client information, medical records, financial statements, and third-party materials
- Liaise with clients, beneficiaries, co-counsel, accountants, and court personnel
Operational & Administrative Oversight
- Oversee billing support, time entry accuracy, and collection follow-up in coordination with the attorney
- Manage vendor relationships, office supplies, and technology needs
- Ensure strict adherence to confidentiality and ethical standards
- Support the principal attorney with special projects and practice development initiatives
Required Qualifications
- Minimum of 5 -8 years of progressive paralegal experience, with substantial focus on trusts, estates, probate, and Surrogate’s Court practice
- Prior supervisory or team-lead experience strongly preferred
- In-depth knowledge of New York Estates, Powers and Trusts Law (EPTL), Surrogate’s Court Procedure Act (SCPA), and related court procedures
- Exceptional organizational, prioritization, and time-management skills
- Strong written and verbal communication skills
- Proficiency with legal practice management software, Microsoft Office, and electronic filing systems (NYSCEF experience preferred)
- Demonstrated ability to manage multiple complex matters simultaneously while maintaining attention to detail
- High level of discretion and professionalism in handling sensitive client matters
Preferred Qualifications
- Experience in a small-to-midsize trusts and estates or private client practice
- Prior responsibility for training and supervising junior staff
- Familiarity with estate and trust accountings, tax-related filings, and fiduciary administration
- Bilingual abilities (Spanish or Russian) are a plus, but not required
Personal Attributes
- Leadership presence combined with a collaborative, team-oriented approach
- Proactive problem-solver who anticipates needs and takes ownership
- Calm and effective under pressure
- Strong commitment to excellence, client service, and professional integrity
To Apply
Please submit a cover letter and résumé. Applications will be reviewed on a rolling basis.
We are an equal opportunity employer and welcome applications from all qualified candidates.
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- Opportunities for advancement
- Paid sick time
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $65,000 - $85,000