David Jacobs

Background

About David Jacobs

Office manager for Williams McDaniel, an estate planning and litigation law firm consisting of ten attorneys and seven staff. I handle a diverse range of responsibilities that contribute to various aspects of the organization. Bookkeeping & Payroll: I am responsible for maintaining accurate financial records. This includes recording all financial transactions, reconciling bank statements, and processing payroll. Each month, I prepare customized budgetary reports and ledgers for partner review and analysis. These reports provide accurate and comprehensive financial information, supporting informed decision-making. Client Data Management: I maintain client databases, prioritize data confidentiality, and ensure compliance with data protection regulations. By safeguarding client information, I help foster trust and strengthen professional relationships. Human Resources: I handle personnel matters within the firm. This includes onboarding and training new employees, maintaining records, and managing payroll and benefits administration. IT infrastructure: I handle day-to-day IT issues and will coordinate with specialized vendors for more complex problems. This ensures the smooth functioning of computers, software, servers, and network security. Office Operations: Identifying areas for improvement is part of my routine. I actively seek opportunities to implement streamlined processes, attending conferences and workshops to stay updated on industry trends. Supplies: I manage procurement and the supply chain. This involves identifying supply requirements, researching potential suppliers, negotiating contracts, and processing purchase orders. I monitor inventory levels and ensure timely delivery of goods and services. Office Maintenance: I oversee physical aspects of the office including repairs and cleaning services. My role as the office manager encompasses diverse responsibilities. From bookkeeping and supply chain management to client management, HR coordination, IT infrastructure maintenance, process improvement, and budgetary analysis, I play a vital role in the efficient functioning of Williams McDaniel. My attention to detail, organizational skills, and ability to multitask contribute to the overall success of the firm.