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G&S provides equal employment opportunities to all employees and applicants for employment without regard to race (including traits historically associated with race, including but not limited to, natural hair texture, type, length, and protective hairstyles), 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, G&S complies with applicable federal, state and local laws governing nondiscrimination in employment.

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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 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 manage private investment notifications via Arch platform;
  • 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;
  • 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 system 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.

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Legal Talent Administrative Assistant

The Legal Talent team at Goulston & Storrs is seeking a Legal Talent Administrator to join our team. We are a vibrant firm where serious business is conducted with genuine camaraderie and fun, our people are paramount, and mutual respect drives open discussion, fresh ideas, and optimal solutions for our clients!

The Legal Talent team serves as ambassadors for the firm and leads the firm’s efforts to recruit, develop, engage, retain, and advance our legal talent. Team members also serve as stewards of the firm’s commitment to diversity, equity, inclusion, and well-being working to foster a more diverse workforce and ensure an inclusive and healthy workplace.

If you’re looking to work in a fun, fast-paced, highly collaborative, dynamic, and supportive environment, we encourage you to apply for the Legal Talent Administrator position.

What You’ll Do:

  • Assist with the administration of our wellbeing coaching program and initiatives
  • Collaborate with the Chief Legal Talent Officer and Chief Human Resources Officer on implementation of the ABA Wellbeing Pledge
  • Help with planning and implementation of our New Director (Partner) Orientation programming and materials, feedback and leadership initiatives for directors, and other workshops 
  • Schedule meetings and help to coordinate conference rooms and logistics for hybrid meetings
  • Administer the monthly Director Roundtable and Associate Small Group Lunch Meetings
  • Assist with interviewing logistics for legal recruiting
  • Provide administrative support to the Newer Director Committee including calendar appointments, meeting logistics and helping to support the implementation of feedback processes and leadership programs
  • Utilize Survey Monkey to help administer surveys and report survey results
  • Maintain database for tracking Mansfield Rule reporting
  • Run reports on various metrics in the firm’s SSRS database
  • Assist with travel arrangements
  • Process reimbursement requests
  • Monitor the Legal Talent Outlook inbox, forwarding emails to appropriate team member(s) as needed
  • Other administrative project and event planning support, as needed

Qualifications include:

  • Bachelor’s Degree
  • Excellent attention to detail and action-oriented with demonstrated ability to coordinate multiple projects simultaneously
  • Proactive, ownership-oriented, and deadline driven
  • Customer/client-service oriented with a positive attitude and perspective
  • Strong verbal and written presentation skills with the demonstrated ability to build relationships and communicate effectively
  • Ability to troubleshoot problems and implement solutions in a fast-paced environment
  • 1-3 years of experience as an administrative assistant preferred
  • Understanding of law firm or professional services firm business operations preferred
  • Highly proficient in MS Word, Excel, PowerPoint, and database management systems

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.

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.

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