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Sr. Business Systems Analyst

Boston

Reporting to the Director of the Program Management Office (PMO), the Sr. Business Systems Analyst (SBSA) is responsible for the requirements gathering, business analysis and business process improvement activities. In addition, the SBSA will support the PMO initiatives, lead and oversee projects, and mentor the business operations project leads on PMO established methodologies, processes and procedures. The ideal candidate is a results-oriented professional who has strong interpersonal and communication skills and is effective at communicating at all levels of the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Primary Responsibilities:

  • Lead business-process analysis and improvement activities. Partner with key stakeholders to analyze and map current business processes and document process improvements.
  • Gather, analyze and document business requirements. Collaborate with business users to understand and document business requirements and translate them into functional, process and information requirements.
  • Support the PMO in ensuring the growth and success of the business operations teams’ members that act as project managers by providing mentoring and training on the PMO’s established PM tools, processes and procedures.
  • Develop and maintain PM tools and templates in alignment with the PMO methodologies and lifecycles.
  • Guide project teams on the development and maintenance of project documentation and deliverables throughout the project lifecycle.
  • Manage project implementations and schedules, including vendors’ assessment, selection and product implementation. Manage project deliverables, risks and issues.
  • Track and communicate project expectations and status to project teams and other stakeholders in a clear and concise fashion.
  • Continue to develop business and PM related skills.
  • All other duties as assigned or required.

Core Competencies and Qualifications:

  • Strong analytical, problem solving and organizational skills with a keen attention to detail and the ability to translate complex ideas into easy to understand concepts.
  • Excellent interpersonal and communication skills with teamwork and customer service attitude.
  • Ability to work collaboratively and drive teams and projects towards the expected outcomes.
  • Ability to engage and facilitate meetings with large groups of diverse stakeholders and business users.
  • Ability to manage multiple priorities in a dynamic environment.
  • Expertise in utilizing various business analysis, process modeling, and project management systems and proficiency in Microsoft office tools.

Education/Experience:

  • 5+ years business systems analysis experience gathering business requirements, analyzing and mapping business processes, and developing project and end-user documentation.
  • Project management experience. Strong project management skills and demonstrated ability to manage projects from inception to completion. PMO experience a plus.
  • Bachelor’s degree in computer science, business or related field required.
  • PMP certification preferred.
  • Knowledge and familiarity with legal services business or other professional services organizations is preferred.

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.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, 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 nondiscrimination in employment

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Estate Administration Attorney

Boston

Estate Administration attorney with 6-8 years of estate administration experience to be a leader in our growing estate administration practice.  This position would have the dedicated support of a Director in our Private Client Group and would lead a team of estate administrators.  The ideal candidate would have significant experience in all aspects of administering large and complex estates, including managing the probate process, preparing estate tax returns, collecting and distributing assets, and funding trusts. 

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.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, 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 nondiscrimination in employment.

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Associate Director of Fiduciary Services

Boston

The Associate Director of Fiduciary Services, together with the Director of Fiduciary Services, will manage and lead a large and dynamic trust administration group. 

Our ideal candidate will build on a 60-year foundation of trust administration services by identifying and implementing best practices, providing experienced hands-on guidance to our trust administration team, utilizing technology to increase efficiency and expanding our capacity for new business. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  1. Lead an established team of trust administrators by providing close support, guidance, and training.
  2. Evaluate and assess current operating model to ensure security of trust assets, efficiency, coordination with other services, and optimal client service; identify and implement updated strategies and technology to improve processes.
  3. Demonstrate thought leadership on maintaining best practices and industry trends in trust administration, and implement best practices as appropriate.

Qualifications include:

  • Minimum of ten (10) years of direct experience in sophisticated trust administration services for high net worth clients, including advanced knowledge and experience with in-house trust accounting and investment management software.
  • Excellent skills and experience in developing, training, and supporting others to maintain a cohesive team.
  • Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, interpretation of trust documents, and advanced capability in Excel or equivalent software.
  • Demonstrable high-level understanding of the trust administration business, industry trends and best practices.
  • Excellent analytic skills to identify areas for improvement.
  • Strong organization skills with proven track record of consistent follow through and ability to manage multiple assignments simultaneously and accomplish goals in a professional services environment.
  • Professional judgment and discretion and the ability to maintain and protect highly confidential information.
  • Polished communication, interpersonal and executive functioning skills with demonstrated ability to interact with and gain the confidence of colleagues, trustees and beneficiaries.
  • Bachelor’s degree required; graduate degree and/or professional certification preferred.

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. 

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, 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 nondiscrimination in employment.

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