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Trust Assistant
Goulston & Storrs, an Am Law 200 law firm, is seeking a Trust Assistant to provide direct administrative support for assigned Trust Administrators, Trustees and their high net worth clients.
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.
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Legal Recruitment Coordinator
A valued member of the integrated Legal Talent Team, the Legal Recruitment Coordinator will play a key role in collaborating with and supporting the team in the areas of legal recruitment, including on-campus interviewing (OCI), summer associate program, law school relationships, and associate onboarding and integration.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Support the firm’s on-campus interview (OCI) program including scheduling callback interviews, track and follow up with attorneys for evaluations, prepare materials for hiring committee meetings;
- Network and partner with law school career services to continue to build and strengthen law school relationships;
- Develop interview schedules and compile feedback for law students, paralegals, and associate candidates;
- Create the summer associate calendar and coordinate events, with support from the Senior Manager of Legal Recruitment. This includes scheduling orientation, educational seminars, social events, work assignments, evaluations, and helping to prepare for Summer Committee meetings;
- Plan integration events including quarterly attorney cocktail parties and the annual attorney reception;
- Collaborate with the Senior Manager of Legal Recruitment on associate, paralegal, and summer associate onboarding and integration;
- Help organize outreach initiatives, including attending key recruiting and diversity events such as networking events, mock interviews, resume reviews, job fairs, etc.;
- Maintain Legal Recruitment database (Lawcruit) and provide analytical reports and statistics regarding law firm and law school information as needed;
- Work with Legal Talent team members to process and complete industry surveys (Vault, Chambers, NALP);
- Represent the firm through membership at local legal recruiting organizations (MALRA);
- Stay current with evolving developments in the recruiting field; gather market research as necessary, and perform additional duties as assigned
Qualifications include:
- Bachelor’s Degree.
- 2+ years of experience in a law firm, law school, or professional services firm supporting recruiting.
- Detail and action-oriented with strong organizational skills and demonstrated ability to coordinate multiple projects simultaneously.
- Strong ownership drive, proactive and deadline-driven.
- Strong verbal and written presentation skills.
- Ability to troubleshoot problems and implement solutions in a fast-paced environment.
- Ability to build relationships and communicate effectively across all levels.
- Highly Proficient in MS Word, Excel, PowerPoint, and applicant tracking database management systems.
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Family Office Operations Administrator
As a member of the Private Client and Trust Group’s Fiduciary & Family Office Services team, the Operations Administrator will serve as an active participant in ensuring the fluidity of the investment administration process and assist with all aspects of the ongoing administration of family office-type relationships.
ESSENTIAL RESPONSIBILITIES AND QUALIFICATIONS:
Primary Responsibilities:
This position involves working closely and effectively with members of the firm’s Fiduciary & Family Office and Trust Operations teams, ultra-high net worth clients as well as their tax and investment professionals by:
- Establishing, linking, and maintaining alternative investment-related sub-accounts, assets, and recurring transaction templates;
- Actively maintaining access to a variety of investment manager portals;
- Processing capital call payments and distribution receipts;
- Coordinating the distribution of financial statements and tax notices;
- Periodically updating private equity and hedge fund values;
- Providing support and absence coverage for team members as necessary, to include
- Communicating with, and responding to various requests from, attorneys, tax and investment professionals, and ultra-high net worth clients;
- Processing wire transfers, various other payments, and account transactions;
- Preparation and provision of various investment-related reports and documents (i.e., client asset valuations, subscription agreements, AML certifications, and bank letters);
- All other duties as assigned or required.
Qualifications:
- Bachelor’s Degree
- 1-3 years of experience working within a family office, trust department, or investment firm; operations, hedge fund, or private equity experience a plus
- Experience working with trust accounting systems or investment management and reporting software as well as proficiency in Excel or equivalent applications
- Demonstrated interpersonal skills with customer service focus, ability to build relationships, communicate and collaborate effectively
- Excellent verbal and written communication skills
- Must possess strong organization skills, effectively manage numerous requests and multiple projects simultaneously while paying close attention to detail, prioritizing workload, and retaining important pertinent information
- Ability to follow established procedures and ensure high-quality completion of both internal and external client requests
- Demonstrated ability to handle complex, sensitive, and confidential material with good judgment maturity and an optimistic outlook, even in high-stress situations
- Capable of working both independently and as part of a team
- Strong ownership drive, proactive and deadline-driven
- Ability to troubleshoot problems and implement solutions in a fast-paced environment
- Excellent analytical skills to identify and escalate opportunities for process improvement
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Strategic Growth Coordinator
STRATEGIC GROWTH DEPARTMENT MISSION:
The Goulston & Storrs Strategic Growth Department is fast-paced, fast-moving, exciting and entrepreneurial. Our goal is to set the standard for law firm business development departments. We will achieve this through our relationships externally and internally. Our collective commitment, as a team, is to:
- Provide education to our clients (firm members)
- Infuse best practices thinking into all areas of sales and service
- Use analysis as the foundation for our approach to the market
- Create innovative targeted marketing materials and initiatives
- Support and enable the firm as a business and community leader
DESCRIPTION:
The Strategic Growth Coordinator will play a principal role in the firm’s marketing communications efforts, including the firm’s brand assets, virtual and in-person events, and sponsorship program. The Strategic Growth Coordinator will also work with internal and external partners to support and execute initiatives and campaigns for individuals and groups across the firm’s multi-channel marketing efforts, including digital, email, social, PR, print, and more. They will measure these activities against key metrics and make suggestions for future improvements. This person will act as an administrator of marketing technology systems, including CRM, and leverage those systems to coordinate technology-based initiatives. This role has high visibility within the Firm and substantial interaction with external contacts including clients. As such, polished and effective communication, project management, attention to detail, proactive effort, independence, and calm under pressure are critical success factors.
RESPONSIBILITIES:
- Ideate, design, create, and maintain brand templates and various marketing materials including advertisements, bios, brochures, case studies, one-pagers, social graphics, videos, and more
- Coordinate special events from conception and planning to execution and follow-up, including key client receptions, educational seminars, social opportunities, hospitality functions, and more; serve as main point of contact for internal and external partners
- Support the firm’s sponsorship program, including subsequent advertising opportunities
- Utilize technology systems, including CRM, to maintain external contacts; build invitee lists; distribute marketing campaigns, invitations, and event-associated mailings; track responses; and measure success
- Support website-related projects including content updates and the creation of new pages, sections, extranets, microsites, blogs, widgets, and more
- Draft, schedule, and distribute social media content across the firm’s various social platforms (LinkedIn and Twitter)
- Review, edit, publish, and distribute written materials across the firm’s internal and external marketing channels
- Measure efforts using various reporting tools, including website analytics and engagement reports; share reports with team and additional internal stakeholders
- Be a superuser of the firm’s marketing technology systems; provide user training and support; troubleshoot and escalate issues to the G&S help desk and technology providers, as appropriate
While Marketing Communications will be the primary role and responsibility, our Strategic Growth team members are frequently called upon as generalists and work on client relations, business development, innovation, and practice/industry group initiatives as routine responsibilities of their roles.
REQUIREMENTS:
- Understanding of marketing, communications, event planning and execution, creation of brand assets, and project management
- Ability to work in a fast-paced environment with a high degree of independence and coordinate multiple projects/initiatives simultaneously while meeting deadlines, budget constraints, and business objectives
- Proficiency in MS Office programs (Word, PowerPoint, and Excel)
- Experience in Adobe Creative Suite
- Exceptional written and verbal communication skills with an acute sense of detail-orientation and an ability to collaborate
- Knowledge of the latest trends and best practices in marketing communications
- Experience with marketing technology systems, including automation platforms, a plus
EDUCATION/ EXPERIENCE:
- Bachelor’s degree required plus 3-5 years of experience in marketing communications, including event planning and execution, creation of brand assets, and project management
- Professional services industry experience 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Estate Administrator
Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical and detail-oriented Estate Administrator, responsible for administering taxable estates, including estates with complex assets. The individual will have a Bachelor’s degree or equivalent with 3 or more years of estate administration and trust experience, preferably in a law firm or professional services organization, as well as knowledge of estate planning techniques and tax laws relevant to estate administration.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Responsible for all aspects of estate administration;
- Prepare and file Probate Court documents;
- Prepare and file Federal and Massachusetts estate tax returns;
- Collect assets, value assets, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts;
- Process statements, receipts, and distributions for estate and trust accounts;
- Communications with outside accountants and other advisors;
- Monthly review of client statements for accuracy and consistency of details;
- Be a reliable, responsive, confident resource to attorneys, fiduciaries and family members throughout the estate administration process; and
- Assist with other tasks and projects as requested or needed.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Familiarity with all aspects of estate administration;
- Working knowledge of Federal and Massachusetts estate tax laws;
- Preference for knowledge of estate tax program GEMS;
- Familiarity with trust accounting software;
- Additional strong technical skills, including Microsoft Word and Excel, to create legal instruments, reports, and calculations as required by clients;
- Skilled in working closely with attorneys both in-house and externally;
- Excellent project management skills, including well-organized, diligent at follow-up, self-directed follow-through, and able to effectively manage multiple projects simultaneously, prioritize multiple deadlines and deliverables, and meet tight deadlines;
- Excellent verbal and written communications skills; and
- Produce accurate, consistent, detail-oriented results;
- Professional attitude, reliable, responsive and strong work ethic;
- Ability to work independently, while also being flexible and an active contributor to the estate administration team.
EDUCATION/EXPERIENCE:
- Bachelor’s degree required; and
- 3 or more years of estate and trust administration experience
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Talent Development Specialist
A key member of the integrated Legal Talent Team, the Talent Development Specialist will play a central role in collaborating with and supporting the team in the areas of lawyer training, development and career planning initiatives to ensure the most effective orientation, integration, engagement and retention of lawyers firm-wide. The Talent Development Specialist will work closely with the Senior Manager of Talent Development and Senior Director of Talent Development to implement practice area and firm-wide training curricula, manage the firm’s Mentoring Program, plan associate and practice group meetings, and administer various firm processes, including the associate and counsel evaluation processes and the annual Individual Development Plan process.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Talent Development
- Work with the Talent Development team to implement practice area and firm-wide training curricula, including driving program planning, collaborating with internal and external faculty, analyzing feedback, and recommending program enhancements
- Work with the Senior Manager of Talent Development to manage CLE compliance for internal and client-facing CLE programs and complete required New York Accredited Provider reporting
- Collaborate with Legal Talent team members and other firm business operations leaders on lawyer orientation, integration and departures to enhance processes and materials and ensure smooth transitions
- Work with the Senior Manager of Talent Development to manage the firm’s Mentoring Program
- Collaborate with relevant planning committees to develop agendas and programming for monthly associate and quarterly practice group meetings
- Work with the Senior Manager of Talent Development to administer the firm’s associate and counsel evaluation processes, including managing logistical planning for evaluation meetings and serving as liaison to Practice Group Leaders, Pre-Directorship Review Committee, and Associate Review Teams
- Work with the Senior Director of Talent Development and Associate Development Directors to administer the firm’s Individual Development Plan process
- Assist the Senior Director of Talent Development and Flexible Work Mentors with the administration of the firm’s Flexible Work Program
- Assist the Legal Talent team members with administration of industry surveys
- Work on special department or firm projects as needed
Qualifications include:
- Bachelor’s Degree
- 3+ years of experience in law firm, law school, or professional services firm supporting recruiting and/or professional development
- Detail and action-oriented with demonstrated ability to coordinate multiple projects simultaneously
- Strong ownership drive, proactive and deadline driven
- Strong verbal and written presentation skills
- Ability to troubleshoot problems and implement solutions in a fast-paced environment
- Ability to build relationships and communicate effectively across all levels
- Knowledge and experience with NY CLE Accredited Provider requirements, preferred
- Highly Proficient in MS Word, Excel, PowerPoint, CLE tracking software and database management systems
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com
Senior Financial Analyst
Goulston & Storrs is seeking a Senior Financial Analyst to be responsible for major aspects of financial modeling and analysis relating to the key metrics in a professional services environment. The Senior Financial Analyst should understand general accounting and the transactions that impact key financial issues, possess strong analytical skills, the ability to explain complex data concisely, and the areas of concern and actions required to meet financial commitments and improve on processes. Integral to this role is an expert understanding of Microsoft Excel, Aderant financial database and report-writer tools and their application to produce accurate, timely, and relevant information for decision-making. The Senior Financial Analyst will be visible within the firm, requiring interactions with attorneys, senior managers, and staff. An assertive mindset combined with an ability to work autonomously is essential to this role.
ESSENTIAL RESPONSIBILITIES AND QUALIFICATIONS:
Job Responsibilities:
- In-depth analysis, reporting, and communication of the firm’s key metrics
- Assist with compensation reporting and analysis
- Develop standard financials and support requests for analysis, including insightful presentation to senior management
- Assist with peer analytics and improvements to mapping of Peer software, and incorporate peer data with firm key metrics for additional insight
- Expertise in report building and data governance of data warehouse to support complex reporting
- Revenue modeling support during annual and quarterly process
- Assist with development and transition of reports to SSRS and Anaplan
- Other duties as assigned
Qualifications include:
- Bachelor’s degree in accounting/finance, CPA and/or MBA preferred
- 7+ 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
- Expert Excel skills, knowledge/experience of Data Warehouse Environment and Financial Reporting Tools
- Understanding of SQL Server commands and ability to access data tables for report writing a plus
- Helpful: Anaplan; Aderant Financial Software; SQL; SSRS; Professional Services Environment
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, 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.
- For more information: Please email pmorgan@goulstonstorrs.com