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Estate/Trust Administrator

SUMMARY:  Goulston & Storrs, an Am Law 200 law firm, has an immediate need for an Estate/Trust Administrator in the Boston office.  We are seeking a motivated, analytical and detailed Estate/Trust Administrator to report directly to the Manager of Fiduciary Administration, responsible for administering estates in addition to trust accounts. The individual will have a Bachelor’s degree or equivalent with 5 to 7 years estate administration and trust experience, preferably in a law firm or professional services organization.

 ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Responsible for administering estates and trust accounts;
  • Prepare and file Probate Court documents;
  • Prepare and file Federal and Massachusetts estate tax returns;
  • Collect decedent’s assets, such as securities, bank accounts, tangible personal property, etc., value decedent’s assets, prepare estate accounting and fund formula distributions to marital and exemption trusts;
  • Daily trust administration responsibilities include:
    • Depositing all incoming checks from clients, limited partnerships, tax refunds, etc.;
    •  Processing all check requests for clients such as unscheduled remittances or distributions, periodic bills, and cash gifts;
    •  Interacting with our custodian bank, State Street Bank, for wire requests, security receipts and deliveries;
  • Monthly responsibilities include careful review of client statements.  These statements require accuracy and consistency of details; and
  • Assist with other projects as requested.  

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Familiarity with all aspects of estate administration;
  • Extensive knowledge of Federal and Massachusetts estate tax laws;
  • Must either have or acquire knowledge of our in-house trust accounting system, Infovisa, Maui and our estate tax program, Faster Systems;
  • Skilled in working closely with attorneys both in-house and externally; and
  • Additional strong technical skills including Microsoft Word and Excel to create various reports and calculations as required by clients.

EDUCATION/EXPERIENCE:

  • Bachelor’s degree required;
  • Professional attitude, reliable and strong work ethic;
  • Must be well organized and a self-starter;
  • Ability to effectively manage multiple projects simultaneously;
  • Ability to prioritize and meet tight deadlines and deliver exceptional results;
  • Must be accurate, consistent, detail and deadline oriented, organized and flexible;
  • Excellent verbal and written communications skills, a must; and
  • Ability to work independently as well as part of team.

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.  We are an equal opportunity organization.

Please submit resumes to Pamela Morgan, Human Resources Manager.

Food Services Specialist

SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for an experienced Food Services Specialist.  This position is responsible for the production of café and catering menus for the firm.  Excellent culinary experience, positive attitude, excellent organizational and communication skills, great team work, and strong customer service are required.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Works with culinary team to complete daily production list for café and catering;
  • Receives and executes catering and event order list;
  • Prepares additional menu items as needed;
  • Reviews all catering service orders daily;
  • Checks computer for updates and answers kitchen phone when needed;
  • Enjoys serving and interacting with customers;
  • Makes deliveries, sets up and breaks down stations as needed;
  • Follows all HACCP standards and completes daily HACCP food temp logs ;
  • Operates commercial meat slicer as needed;
  • Cleans and organizes all relative machinery, equipment and supplies daily; and
  • Other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Passion for food and high energy;
  • Excellent culinary experience, customer service skills and team work;
  • Must have ability to use sound judgment when handling food items;
  • Excellent organizational skills;
  • Experience operating a commercial meat slicer;
  • Must use HACCP food safety guidelines when handling all food;
  • Must have ability to work in a multi-faceted, fast-paced environment; and
  • Flexibility to work overtime for firm events.

EDUCATION/EXPERIENCE:

  • High volume production experience
  • Excellent customer service skills
  • 3+  years culinary experience
  • Excellent knife skills
  • Serve Safe Trained

WORK ENVIRONMENT/PHYSICAL DEMANDS:  The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently required to stand; walk and reach with hands and arms and talk or hear.  The employee is occasionally required to climb or balance.  The employee must frequently lift and/or move up to 10 pounds.  The noise level in the work environment is usually moderate and is occasionally loud

This job description is intended to be general and may evolve over time.  It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.  We are an equal opportunity organization.

Please submit resumes to Pam Morgan, Human Resources Manager

Equal Employment Opportunity

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing non-discrimination in employment.

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