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Client Service Coordinator

Boston

Goulston & Storrs is seeking a personable and experienced Client Service Coordinator to greet clients and visitors, notify personnel of their arrival; maintain reception area and answer incoming calls to the firm. In addition, the Client Service Coordinator will assist with scheduling conference rooms and coordinating associated requests with IT and Food Services.  Candidates must have outstanding communication skills, high attention to detail, an outgoing personality and be extremely customer service oriented.

Essential Duties and Responsibilities

  • Welcome on-site visitors, determines nature of business, and announces visitors to appropriate personnel.
  • Answers phone and determines purpose of callers, and forwards calls to appropriate personnel or department.
  • Ensures the reception area, including the coffee station, and conference rooms are tidy, presentable and fully stocked.
  • Answers general questions about the firm and provides callers with address, directions, and other information.
  • Schedules conference rooms and coordinates support with IT and Food Services as required and provides back up support to IT and Food Services for conference room set ups as needed.
  • Handles cab service requests and the distribution of parking vouchers.
  • Promptly responds to and reports issues from Facilities Helpline to building management.
  • Creates and submits disbursement requests for Facilities and Operations Department.
  • Assigns and communicates weekly visitor list for each office.
  • Additional duties as assigned, including project work for other administrative departments when needed.
  • Overtime is sometimes required.

Computer Skills:

  • Microsoft Word, Excel, PowerPoint and Outlook skills required. 
  • Experience with Event Management Software.

Education/Experience:

  • An Associate’s Degree and/or minimum of 2-3 years of experience at a front desk/switchboard role in a professional services firm preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform 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; sit; reach with hands and arms and talk or hear.  The employee is occasionally required to climb or balance.  The employee is frequently required to lift up to 10 pounds.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, 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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Manager of Pricing & Legal Project Management

Boston

Reporting to the Chief Value Officer, the Manager of Pricing & Legal Project Management will help the firm develop and execute on pricing and project management strategies that deliver cost-effective results to firm clients and support the firm’s financial goals.  This role will assist attorneys in developing creative pricing arrangements and project budgets, and will develop tools for effectively managing projects to achieve client objectives.  The ideal candidate will have strong interpersonal skills, the ability to effectively design and draft pricing proposals, strong financial analysis skills, and a desire to work in a fast-paced and dynamic environment.

Principals Only.  No recruiters please.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Drive the development of creative pricing solutions to meet client business objectives, including the use of alternative fee arrangements
  • Provide counseling, advice, and support to attorneys in developing pricing proposals and matter budgets, including leveraging templates and historical financial and matter data
  • Work directly with clients on pricing-related issues, including helping to identify client business objectives, cost pressures, and pricing preferences
  • Partner with Business Development and attorneys to develop pricing strategies in connection with RFP submissions, and lead the drafting of financial and pricing responses for such submissions
  • Work with the Chief Value Officer to develop metrics to measure and improve client and matter profitability
  • Develop and execute on strategies in connection with setting billing rates, including leveraging competitive market data
  • Develop systems for tracking progress against matter budget and for supporting attorneys in effectively managing progress to drive cost-effective results for clients
  • Assist in developing training materials and resources related to matter pricing, budgeting, and project management
  • Stay informed of current pricing trends within the legal market, and apply learned concepts to help improve the firm’s pricing capabilities
  • Assume additional responsibilities as requested by the Chief Value Officer

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Exceptional interpersonal and relationship-building skills, with the ability to interact effectively with firm clients, attorneys, and firm professional staff at all levels
  • Exceptional verbal and written communication skills, including the ability to draft proposals and other internal and external communications
  • Strong financial analysis skills, including the ability to prepare concise reports to assist in assessing the effectiveness and financial impact of pricing proposals
  • Superior organizational skills, including the ability to prioritize workload, coordinate multiple projects simultaneously, meet deadlines, and ability to be flexible and adapt to change
  • Strong technical skills, including strong Excel skills and a high level of proficiency in Word and PowerPoint
  • Ability to learn, leverage and use additional programs, including budgeting and financial management software
  • Working knowledge of legal industry financial and billing systems preferred
  • Ability to protect and maintain confidential and sensitive information

EDUCATION/EXPERIENCE:

  • Bachelor’s Degree
  • 5+ years related experience, preferably in a law firm or professional services firm

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.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, 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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Trust Assistant

Boston

Goulston & Storrs, an AmLaw 200 law firm, is seeking a Trust Assistant to provide direct administrative support for assigned Trust Administrators, Trustees and their high net worth clients.

Principals Only.  No recruiters please.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assists Trust Administrators, Trustees, and Clients in implementing routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, insurance matters, gifting programs, and other implementation tasks, as directed.
  • Respond to routine customer and internal account inquiries, performing necessary research and following up in a timely manner.
  • Screen and direct client inquiries to appropriate parties.
  • Process incoming and outgoing mail throughout the day and respond immediately to urgent mail.
  • Assist with document production including letters, memoranda, charts, family trees and spreadsheets.
  • Maintain paper and electronic filing system, to department standards, including filing all client communications and documents on a regular basis, no less often than weekly.
  • Assist with vacation and overflow coverage as needed for the Trust Support Staff by handling routine and non-routine administrative tasks at the direction of the Trust Administrators.
  • Assist with special projects, including, but not limited to the administration of grant programs for client foundations, large mailings for family funds, and research projects.
  • Perform other administrative duties on an as needed basis.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Works proactively with others to support efforts within a department or function of the Firm.
  • Organizes and prioritizes assignments and contributes to the department’s ability to meet or exceed goals and standards.
  • Uses innovative thinking and exercises sound judgment to achieve results.

EDUCATION/EXPERIENCE:

  • Bachelor’s Degree required.
  • 1-3 years’ experience in a financial services setting required. Estate and trust experience a plus.
  • Experience in managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines. Applicants should be able to work well with multiple supervisors and should be able to work independently while keeping supervisors informed and involved.
  • Strong Excel skills and a proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training.
  • Strong ability to work well with a wide range of personalities and expectations.

PHYSICAL REQUIREMENTS:

  • Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
  • Must have the ability to operate equipment such as a computer and copy machine.
  • Must have the ability to communicate clearly and to read and follow detailed instructions.
  • Must have the ability to prepare account paperwork and other related materials.

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.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, 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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Financial Analyst

Boston

Reporting to the Manager of Financial Analysis, the Financial Analyst will provide financial modeling and analysis relating to the monthly financials and financial planning in a professional services environment.  An integral part of the financial reporting is an understanding of Microsoft Excel, the Aderant financial database, report-writer tools, and their application to produce accurate, timely, and relevant information for decision-making.  The Financial Analyst should understand general accounting and accounting transactions that impact key financial statistics.  In addition, the Financial Analyst must possess strong analytical skills and the ability to explain complex data concisely, and the areas of concern and actions required to meet financial commitments and improve on processes. This is role requires interactions with all levels including attorneys, senior managers, and staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Develop and maintain financial monthly, quarterly and annual analytical reports as defined by the financial and forecast cycles.
  • Organize data submissions to various 3rd party vendors on peer reporting.
  • Monitor and report on the firm’s cash forecast during the fiscal year end process.
  • Respond to requests for financial information by management and attorneys.
  • Support Business Development and Legal Talent regarding periodic surveys, evaluation reports and ad hoc requests.
  • Assist with development and transition of reports to new reporting software.
  • Additional duties as assigned.

QUALIFICATIONS:

  • Bachelor’s degree in accounting/finance.
  • 3+ years of finance/accounting experience including financial modeling, forecasting and budgeting, general business analysis.
  • Proven analytical skills; strong ability to work with large amounts of data.
  • Self motivator, problem-solving skills, ability to prioritize work.
  • Strong oral and written communication skills to senior management level.
  • Ability to interact with all levels of employees within the firm.
  • Demonstrate ability to speak to complex problems and/or solutions with clarity and tenacity.
  • Excel skills, knowledge/experience of Data Warehouse Environment and Financial Reporting Tools.
  • Familiarity with Crystal Report Writer; Aderant Financial Software; SQL and experience in a professional services environment 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.  We are an equal opportunity organization.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, 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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Director of Talent Development

Boston

The Director of Talent Development, together with the Chief Legal Talent Officer and under the direction of the Managing Directors, will lead the firm’s talent development strategy and help promote its brand as a top legal talent destination and will collaborate to develop and implement a world-class diversity and inclusion strategy to attract, retain, and advance diverse legal talent. This person will contribute to the success of the firm by effectively integrating, developing, training, coaching, engaging and retaining the firm’s attorneys. This person will align the firm’s talent development strategy and resources with the firm’s business growth goals, and will manage, coach and develop Legal Talent team members who can enthusiastically execute on and support the strategy.

The Director has overall responsibility for talent development and collaborating on developing strategies, programs and processes designed to improve diversity of cultural background among firm attorneys, and promote equitable opportunities for women, racial and ethnic minorities, LGBTQ lawyers, and lawyers with disabilities.

Position to be based in Boston.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Partner with the Chief Legal Talent Officer and the Managing Directors to:

  • Devise and implement an innovative strategy, efficient processes and clear protocol for developing attorneys across all practice groups.
  • Collaborate with the Attorney Development Committee, Pre-Directorship Review Committee and Practice Group Associate Development Directors to define priorities and implement practices to develop, engage, retain and advance the firm’s legal talent.
  • Lead the assessment, development or enhancement, and implementation of educational, coaching, mentoring, career development and feedback programming for attorneys.
  • Execute on firm strategic talent and diversity initiatives and practice group needs in collaboration with initiative leaders and practice group co-chairs.
  • Collaborate with the Inclusion Advisory Committee, Chief Legal Talent Officer and the Diversity & Inclusion Professional to develop and implement programs designed to foster inclusivity and promote the hiring, retention, development and advancement of diverse legal talent.
  • Collaborate with the Inclusion Advisory Committee and Diversity & Inclusion Professional to develop metrics and analyze data regarding diversity, recruiting, development, engagement, retention and market trends, and to drive enhanced diversity and inclusion within the firm.
  • Collaborate with Legal Talent team members and firm practice groups to efficiently onboard and integrate new attorneys.
  • Collaborate with Legal Talent team members and practice group co-chairs to develop and implement an enhanced coaching program for attorneys.
  • Collaborate with Legal Talent team members to review, develop and update skills frameworks to enhance the equitable assessment of all attorneys.
  • Collaborate with the Legal Talent team, Associate Development Committee, mentors and Practice Group Leaders on career coaching and Individual Development Plans for Associates.
  • Collaborate with Legal Talent team members, the Pre-Directorship Review Committee, and Associate Liaison Committee to assess and enhance the performance management process, ensuring equity and clear, direct and actionable output for associates.
  • Develop relevant processes and tools to measure and report key talent development success metrics and regularly communicate the effectiveness and efficiency of the talent development function.
  • Stay abreast of and report on talent development and diversity data and trends at the firm and within the legal industry.
  • Maintain up-to-date knowledge of key talent development, leadership and diversity initiatives across industries to help in the continual assessment and enhancement of the firm’s practices.
  • Negotiate consulting agreements and manage consulting relationships;
  • Develop and manage the Talent Development budget, monthly tracking and quarterly forecasting.
  • Manage the Talent Development team through coaching and development of team members.
  • Contribute to a team culture that focuses on continuous improvement and innovation.

Qualifications include:

  • Minimum of eight (8) years direct experience with talent development in a law firm, law school or other professional services firm;
  • One to three years of diversity and inclusion work experience;
  • Bachelor’s degree required. JD, MBA or graduate degree in HR, Education, Counseling or Organizational Development preferred, but not required;
  • Demonstrated leadership qualities, including excellent interpersonal and collaborative skills, strategic and innovative thinking, an ability to persuade and influence, possessing professional presence and the ability to build trust, enthusiasm and commitment;
  • Excellent communication skills, including effective listening, presentation and facilitation skills;
  • Demonstrated ability to build strong relationships at all levels internally and externally and to work in a collaborative environment;
  • Exceptional organization skills, including setting priorities, project planning and problem solving;
  • Results-oriented with ability to effectively lead multiple projects simultaneously and to accomplish goals in a fast-paced, professional services environment;
  • Demonstrably high-level understanding of the business of law, industry trends, and talent development and diversity and inclusion best practices;
  • Demonstrable thoughtfulness, creativity, general business acumen and hands-on approach;
  • Excellent analytic skills to identify trends in firm data and the legal industry and identify solutions that will maximize firm success;
  • Excellent team management skills and ability to develop and motivate others;
  • Proactive, flexible and client-service oriented with professional, positive demeanor and work style; and
  • Must possess seasoned and professional judgment and discretion and be able to protect and maintain highly confidential information.

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.


Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, 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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Real Estate Associate

Boston

Senior real estate associate with transactional experience, JV, Financing (Borrower Side)

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.


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

Real Estate Paralegal

Boston

Goulston & Storrs, an AmLaw 200 law firm, is seeking experienced Real Estate Paralegals with general commercial real estate background; experience with financings, title and survey, and experience with closings a must. Candidate must be a self-starter and have the ability to interact with clients and assume significant responsibility.

Please submit resumes to Jennifer Smith, Legal Recruitment Manager.

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.


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