Business Professionals

Work side-by-side with lawyers in one of Boston’s leading law firms.

Built for excellence

Choate is unlike other law firms. We represent clients in their most important matters across the US and internationally from one office. This single-office model puts teamwork and collaboration front and center and enables our lawyers and our professional staff to provide exceptional service to our clients. Choate recruits only the best and brightest, and we are dedicated to the long-term success of all of our employees. 

 

Career development

As a business professional, you will be assigned a mentor and a Firm advocate on day one to ensure a successful integration into your role and into the firm. Your professional development is important to us, and so we offer a suite of onsite training programs through Choate University, sponsor a variety of educational and career advancement opportunities, and conduct formal ninety-day, mid-year, and annual review processes to provide you with continuous feedback so that you can succeed here and make the maximum contribution to the Firm and our clients. 

 

Compensation

Choate offers competitive pay and a comprehensive benefits program to our business professionals. Our benefits program in particular is aimed at helping our staff maintain health and wellness and achieve short- and long-term financial security. The firm offers a choice of medical and dental plans, firm-sponsored life and disability insurance, 401(k) and profit-sharing retirement plans, and generous paid time off, in addition to on-site child care, free health screenings, educational seminars, and other activities that promote a balanced and healthy lifestyle.

Open Positions

Private Investment Performance and Reporting Specialist

The Private Investment Performance and Reporting Specialist is responsible for overseeing the Private investment process. This will entail defining workflow, creating and maintaining policies and procedures, and overseeing the performance calculation process for all private investments and review fund and holder IRRs. Responsibilities include:

Responsibilities:

  • Set up and review various control related reports on a daily, weekly, monthly basis and manage procedures as needed
  • Oversee Private investment process. This will entail defining workflow, creating and maintaining policies and procedures and oversee account and asset creation and data entry process
  • Work closely with Choate Investment Advisors to manage our internally run private investment fund: Prepare GAAP financial statements for audit
  • Run regularly scheduled training and information sessions for Wealth Management Group team to review current processes, discuss any system enhancements and notify teams of upcoming goals
  • Oversee and review private investment valuation process
  • Meet with Wealth Management Group team members to define internal and client-facing reporting needs. Work with Private Investment Team to define the data resource and the workflow and oversee process to insure reporting is accurate and timely
  • Work with SEI and Orion teams to review reporting capabilities of each system. Attend on-line or off-site training programs and train the team of best practices
  • Assist with management of Private Investments held at the firm outside of the Wealth Management Group
  • Meet regularly with senior management to review project status, realign resources as needed and define goals and milestones

Essential Competencies:

  • Excellent knowledge of MS Office (particularly Excel)
  • Understands all aspects of private investments
  • Works proactively with others to support efforts within a department or function of the Firm
  • Maintains current knowledge of trends and developments affecting the area of specialization
  • Uses innovative thinking and exercises sound judgment to achieve results

Qualifications:

  • 5-7 years of applicable industry experience
  • Bachelor’s Degree in accounting or finance, CPA preferred
  • Knowledge of partnership accounting, financial reporting, and experience with tax reporting is a plus
  • Superior knowledge of private investment procedures and the processing of individual account transactions
  • Excellent client interaction skills
  • Must be a team player and be able to consistently meet deadlines

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 assorted documents and other related materials
  • Must have the ability to work in stressful conditions under time deadlines

 To apply, please click here.

Trust Operations Support Analyst

The Trust Operations Support Analyst provides operational and analytical support to Choate’s Operations and Reporting Department.  Specific duties will include:

Job Functions:

  • Create and electronically distribute daily, weekly and monthly analysis reports to Wealth Management Group
  • Responsible for the printing and distribution of checks as well as managing check stock and printing supplies
  • Manage the check deposit process. This entails coordinating the review of incoming checks with Operations Support Specialist, online deposit of approved checks, matching backup with checks and delivering to Electronic Filing Specialist for processing.
  • Work with custodian bank to process check voids and check stop payment requests
  • Reconcile security delivery transactions. Review transactions posted by custodian bank to verify security, tax cost, shares and description all match instructions. Work with Operations Support Specialist to have any discrepancies are corrected
  • Assist with the reconcilement of cash accounts and work with Tax Department to research any exceptions
  • Work closely with the Wealth Management Departments to assist with projects related to data gathering, analysis and formatting as requested.
  • Review daily transactions, approvals, and maintenance report to ensure all accounts are up to date and accurate.
  • Work with the Trust Operations Supervisor and Trust Operations Support Specialist to develop and maintain department procedures and policies.
  • May assume additional responsibilities as requested.

Qualifications:

  • Business Administration major with Finance or Accounting background preferred
  • Strong analytical skills.
  • Excel skills a plus and a proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training.
  • Proactive work style, with strong attention to detail, to support efforts within the department and Firm.
  • Experience managing complex projects with multiple stakeholders, with a proven track record of success in leading projects to a successful conclusion under inflexible deadlines.
  • Ability to organize and prioritize assignments to meet and/or exceed goals and standards.
  • Strong interpersonal skills with the ability to work well with a wide range of personalities in a team oriented environment.
  • Innovative thinking and the ability to exercise sound judgment.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Docketing Paralegal

The Docketing Paralegal is responsible for the daily docketing activities of the Intellectual Property Practice Group’s patent and trademark prosecution business.

Job Functions:

  • Daily processing of incoming and outgoing correspondence (including correspondence with outside counsel, the U.S. Patent & Trademark Office, foreign patent offices and annuity service).
  • Responsible for the implementation, and daily maintenance and management of docket database, as well as preparing patent docket reports, IP reports, and maintaining networked calendar.
  • Ensuring that all docket dates have been cleared daily and that all patent related deadlines are met.
  • Monitoring the status of patents and patent applications.
  • Responsibility for the enhancement, integrity and maintenance of the docketing database.
  • Review of files and assistance with file transfers.
  • Generating docketing reports.
  • Responding to customer service inquiries.
  • Staying abreast of changes in patent rules.
  • Other duties and projects as assigned.

Essential Management Competencies:

  • Uses leadership skills to establish effective working relationships, encourage teamwork, and build consensus in order to meet or exceed project standards and Firm objectives.

  • Maintains active lines of communication within and between departments to share knowledge and support collaborative efforts, organizational change, and goal achievement.

  • Maintains current knowledge of trends and developments affecting the project and utilizes innovative thinking, creativity, and sound decision-making to ensure the highest level of achievement, productivity, and work satisfaction.

  • Manages change occurring within the department and collaborates with other members of management to ensure organizational change is effective, efficient, and aligned with the Firm’s strategic goals.

Qualifications:

  • At least 3 years of experience in domestic and foreign patent prosecution docketing.

  • Strong attention to detail, and ability to maintain strict confidentiality of the company's IP affairs.

  • Must be highly accurate, detail oriented and able to manage multiple priorities under deadline pressures in a multi-office setting, and be able to communicate effectively with personnel on all levels.

  • Must be able to work independently and manage a variety of tasks, and assist the larger legal team.

  • Strong verbal and written communication skills.

  • Must have knowledge and understanding of patent terminology and filing procedures including both US and foreign matters and knowledge and understanding of current USPTO rules and procedures.

  • Working knowledge of docketing software, preferably CPI or IP Foundation software.

  • Must have strong PC skills in word processing, spreadsheets, e-mail, scanning and faxing.

  • Experience with maintenance fee renewals a plus.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Billing Coordinator

In a fast-paced team setting, this individual is responsible for a wide range of billing activities, including the preparation and distribution of invoices, communicating billing issues to various levels of the organization and working with the Firm’s clients, partners and personnel to address billing related issues.  This individual is also expected to deliver a high quality work product and excellent customer service to both internal and external clients.

Job Functions:

  • Provide a high level of customer service to the Firm’s clients, partners and personnel to ensure the accuracy and timeliness of invoices.
  • Develop a rapport with the Firm’s partners and secretaries and initiate periodic follow up meetings with them to ensure that billing needs are being met and invoices are processed and sent in a timely manner. Follow-up items may span multiple months.  Must be able to schedule reminders and monitor incomplete items.
  • Research and respond to billing related issues and inquiries, including the preparation of recaps and status reports as requested. Must be comfortable addressing issues in person, by phone and via e-mail.
  • Utilize Elite to generate, distribute and edit proformas. Editing includes transfers, write-offs and adjustments to time entries resulting in the final invoices which are sent to the client.
  • Review own work as part of the department’s quality review process.
  • As needed and as requested by partners and management, prepare billing related reports to ensure that client accounts are being billed as agreed upon in the terms of the engagement letter. This may include monitoring alternative rate billing schedules using Elite, Excel or custom reporting programs.
  • Assist in month-end and year-end close activities working closely with other departments and management. Activities include posting time, balancing and report generation and distribution using Elite.
  • Keep Billing Manager informed about compliance, issues and potential risks.
  • Work overtime as needed, or when requested to do so with advance notice.

Essential Competencies:

  • Works proactively with others to coordinate activities within a department or function of the Firm.
  • Organizes, prioritizes assignments, and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
  • Motivates others to attain their highest levels of achievement, productivity, and work satisfaction.
  • Maintains current knowledge of trends and developments affecting the area of specialization.
  • Encourages innovative thinking and the exercise of sound judgment to achieve results.

Qualifications:

  • Bachelor’s degree preferred.
  • A minimum of 2 years of legal billing experience preferred.
  • Noted ability to maintain departmental and team standards in a deadline driven environment.
  • Strong overall technical aptitude including knowledge all MS Office applications, email, and 3E experience preferred.
  • Ability to work independently while at the same time working as a team member in the department.
  • Ability to keep a level-head during stressful situations, including receiving time sensitive requests with short notice.
  • Strong customer service skills. Must be able to manage many different personalities.
  • Strong attention to detail with a demonstrated ability to establish priorities and complete diverse assignments on a timely basis.
  • Superior verbal and written communication skills and the ability to interact with all levels of personnel in a professional and courteous manner. Must have a strong work ethic and the willingness to work additional hours as needed.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

IP Billing Coordinator

In a fast-paced team setting, this individual is responsible for a wide range of billing activities, including the preparation and distribution of invoices, communicating billing issues to various levels of the organization and working with the Firm’s clients, partners and personnel to address billing related issues. This individual is expected to deliver a high quality work product and excellent customer service to both internal and external clients. In addition to all the duties of a Billing Coordinator, the IP Billing Coordinator also supports some of the functions of the Billing Manager when needed. This includes reviewing inventory reports, auditing final invoices and making suggestions on how to improve processes and policies.

Job Functions:

  • Provide a high level of customer service to the Firm’s clients, partners and personnel to ensure the accuracy and timeliness of invoices.
  • Research and respond to billing related issues and inquiries, including the preparation of status reports as requested. Must be comfortable querying systems including, but not limited to, CPi, Elite and the USPTO site.
  • Utilize Elite to generate, distribute and edit proformas. Editing includes transfers, write-offs and adjustments to time entries resulting in final invoices which are sent to the client. Prior to distribution, IP billing also requires a pre-review of the proformas to flag for completed tasks, budgets, and other various edits.
  • Review own work and that of others, as part of the department’s quality review process.
  • As needed and as requested by partners and management, prepare billing related reports to ensure that client accounts are being billed as agreed upon in the terms of the engagement letter. This may include monitoring alternative rate billing schedules, tracking budgets and preparing customized client-side reports and invoices.
  • Assist in month and year-end close activities working with other departments and management.
  • Perform occasional review of timekeeper entries to make necessary changes to narratives, transfer time, or write down time to ensure compliance with fee arrangements, budgets, and terms of engagement. Provide feedback to timekeepers as needed.
  • Keep Billing Manager informed about compliance, issues and potential risks.
  • Assist the Billing Manager with reviewing inventory reports. This includes reaching out to attorneys regarding aging WIP and following up with attorneys responsible for reviewing other Billing Attorney’s invoices. 
  • Coordinate with the IP Billing Paralegal and other members of the Patent and IP Department to ensure all IP clients are billed timely and in accordance with firm, client, and Billing Attorney standards. Work overtime as needed, or when requested to do so with advance notice.
  • Additional responsibilities as requested.

Qualifications:

  • Bachelor’s degree preferred.
  • Experience using 3E billing software preferred.
  • Noted ability to maintain departmental and team standards in a deadline driven environment.
  • Strong overall technical aptitude including knowledge all MS Office applications.
  • Ability to work independently while at the same time working as a team member in the department.
  • Ability to keep a level-head during stressful situations, including receiving time sensitive requests with short notice.
  • Strong customer service skills.  Must be able to manage many different personalities.
  • Strong attention to detail with a demonstrated ability to establish priorities and complete diverse assignments on a timely basis.
  • Superior verbal and written communication skills and the ability to interact with all levels of personnel in a professional and courteous manner. Must have a strong work ethic and the willingness to work additional hours as needed.
  • Legal IP billing experience preferred.
  • Experience with CPi preferred.
  • Knowledge of patent terminology, US, PCT, and foreign filing procedures, as well as an understanding of current USPTO rules and procedures (37 CFR) preferred.

Physical Requirements:

  • Must have minimal physical mobility and 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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Private Investment Performance and Reporting Analyst

The Private Investment Performance and Reporting Analyst is responsible for overseeing the Private investment process. This will entail defining workflow, creating and maintaining policies and procedures and oversee performance calculation process all private investments and review fund and holder IRRs . Responsibilities include:

 

Responsibilities:

  • Set up and review various control related reports on a daily, weekly, monthly basis and manage procedures as needed

    Oversee Private investment process. This will entail defining workflow, creating and maintaining policies and procedures and oversee account and asset creation and data entry process

  • Work closely with Choate Investment Advisors to manage our internally run private investment fund: Prepare GAAP financial statements for audit

  • Run regularly scheduled training and information sessions for Wealth Management Group team to review current processes, discuss any system enhancements and notify teams of upcoming goals

  • Oversee and review private investment valuation process

  • Meet with Wealth Management Group team members to define internal and client-facing reporting needs. Work with Private Investment Team to define the data resource and the workflow and oversee process to insure reporting is accurate and timely

  • Work with SEI and Orion teams to review reporting capabilities of each system. Attend on-line or off-site training programs and train the team of best practices

  • Assist with management of Private Investments held at the firm outside of the Wealth Management Group

  • Meet regularly with senior management to review project status, realign resources as needed and define goals and milestones

Essential Competencies:

  • Excellent knowledge of MS Office (particularly Excel)
  • Understands all aspects of private investments
  • Works proactively with others to support efforts within a department or function of the Firm
  • Maintains current knowledge of trends and developments affecting the area of specialization
  • Uses innovative thinking and exercises sound judgment to achieve results

Qualifications:

  • 8+ years of applicable industry experience.
  • Bachelor’s Degree in accounting or finance, CPA preferred
  • Knowledge of partnership accounting, financial reporting, and experience with tax reporting is a plus
  • Superior knowledge of private investment procedures and the processing of individual account transactions

  • Excellent client interaction skills

  • Must be a team player and be able to consistently meet deadlines

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 assorted documents and other related materials
  • Must have the ability to work in stressful conditions under time deadlines

To apply, please click here.

Talent Development Assistant (Training)

The Talent Development Assistant is an important member of the Legal Recruiting and Professional Development Department that helps Choate attract, develop and retain top legal talent. Reporting to the Senior Professional Development Manager, this role handles a variety of responsibilities related to the delivery of in-house training programs as well as provides support as needed for other team initiatives. The Talent Development Assistant is a highly visible role within the firm and contributes to a variety of functions, described below.

Job Functions:

  • Support the Senior Professional Development Manager with the development and execution of trainings for all Choate attorneys, patent agents, staff scientists, and summer associates.
  • Create and distribute training advertisements and reminders, manage all information related to course registration and attendance, and run relevant reports.
  • Manage all logistics related to conference room scheduling, catering, A/V, room set-up, and handouts. For hybrid or remote trainings, assist with Zoom platform, including breakout rooms and polls.
  • Attend training programs to serve as on-site event support.
  • Administer feedback surveys to gauge the effectiveness of training programs.
  • Lead onDemand learning curriculum, including distributing Choate’s eLearning Course of the Month and managing the recorded training database.
  • Manage training records, including program lists and library of materials.
  • Present to all legal new hires on training offerings at the firm.
  • Collaborate with the Manager of HR Outreach and Engagement to plan and execute training-related events, including teambuilding events, off-site mentor lunches, and off-site social events.

Qualifications:

  • Bachelor’s Degree required.
  • Exceptional client service orientation and interpersonal skills.
  • Strong oral and written communication skills with a high level of attention to detail.
  • Proven organizational and time management skills.
  • Ability to prioritize and manage multiple projects simultaneously. Must be proactive and motivated to learn.
  • Ability to think creatively with the goal of consistently improving Choate’s offerings and processes.
  • Strong computer skills including proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

IT Support Manager

Under the direction of the Chief Information Officer, the IT Support Manager is responsible for the successful operations of the IT Support functional areas, including Tier 1/Tier 2 Support (Help Desk, User Support, and Conference Room Support), Technology Training, and Practice Group Support.  Simultaneously ensuring that customer service needs are consistently met and that the firm guidelines regularly are followed. 

Job Functions:

  • Responsible for service delivery of the critical user support team, including internal and external help desk (Tier 1) and desk side support (Tier 2) services.
  • Responsible for conference room support, including our audio-visual systems and services.
  • Responsible for IT training program and practice group support, working closely with the Practice Group and Technology Training Coordinator.
  • Immediate supervision and scheduling of the IT Support team.
  • Leads efforts in recruiting, training, and development of  IT Support team. 
  • Develop continual service improvement plans to ensure superior service levels including outreach to internal stakeholders.
  • Manage relationships with multiple external vendors and responsible for the external help desk service performance.
  • Perform trend analysis within ticketing system.  Ensures team is documenting, logging, and tracking all information relating to incidents in the help desk information database, including submitting knowledge base articles for approval.
  • Work closely with the IT leadership team to ensure proper incident lifecycle, including escalation, follow-up, and resolution.
  • Communicates with other departments to report and resolve software, hardware, and operational issues.
  • Responsible for asset inventory for all user hardware, including laptops, desktops, and peripherals.
  • Responsible for quality assurance, including ensuring proper test plans, internal documentation, and user communication.
  • Responsible for onboarding/off-boarding procedures and processes, including any user account changes.
  • Prepare annual capital and expense budget recommendations for software licenses, support services, and hardware upgrades based on business needs.
  • Provide 24x7 on-call support and problem triage for IT support services.
  • Must exhibit critical thinking prowess and possess excellent troubleshooting skills.
  • Maintain working knowledge of all Firm applications and systems.

Essential Management Competencies:

  • Delegates when needed for the advancement of the team and IT department.
  • Identifies and supports all training and development needs and succession planning efforts.
  • Uses leadership skills to establish effective working relationships, encourage teamwork, and build consensus to meet or exceed departmental standards and Firm objectives.
  • Maintains active lines of communication within and between departments to share knowledge and support collaborative efforts, organizational change, and goal achievement. Develops a committed, competent, and professional staff that works in an atmosphere of mutual trust and respect.
  • Maintains current knowledge of trends and developments affecting the department and the Firm, promotes innovative thinking and creativity, and empowers others to exercise sound decision-making and good judgment.
  • Manages change occurring within the department and collaborates with other members of management to ensure organizational change is effective, efficient, and aligned with the Firm’s strategic goals.

Qualifications:

  • Bachelor’s degree or related educational experience required.
  • 8 or more years of progressive experience in IT support.
  • 4 or more years of experience in managing an IT support team.
  • Law firm experience is beneficial but not required.

    Strong PC, Windows, and applications knowledge.

  • Excellent telephone etiquette and command of the English language with a demonstrated ability to maintain a customer service focus and attitude at all times.

  • Proven ability to develop and train staff.

  • Superior oral and written communication skills.

  • Ability to work effectively with all levels within an organization.

  • Proven ability to work on multiple projects and priorities in a deadline-driven environment.

  • Must have physical ability to lift and move a computer and computer related equipment.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Docketing Paralegal Assistant

The Docketing Paralegal Assistant works closely with the Docketing Paralegals, performing administrative duties to support the docketing function. 

Job Functions:

  • Daily review of documents downloaded and imported into iManage from the USPTO of Choate’s customer numbers; updating profile descriptions based on Electronic File Maintenance SOP.
  • Daily review of scanned physical documents received; confirming they are accurate and complete as compared to physical copy; profiles scanned mail to the appropriate electronic workspace and provide Docketing Paralegals with report for docketing purposes.
  • Compares scanned report against Action Requested docketing emails sent, to ensure all actions were docketed and sent to the appropriate parties.
  • Sends Action Requested items to various entities for those clients who do not require formal reporting.
  • Email transferred mail to new counsel.
  • Provides administrative support to docketing paralegal team, as required.

Essential Competencies:

  • 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 strandards. 
  • Maintains current knowledge of trends and developments affecting the area of specialization.
  • Uses innovative thinking and exercises sound judgement to achieve results. 

Qualifications:

  • Meticulous attention to detail and strong organizational skills. 
  • Well developed interpersonal skills and the ability to work independently or as part of a team.
  • Strong verbal and written communication skills. 
  • Demonstrated commitment to providing superior client service. 

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

IP US & Citation Filing Specialist

Under general supervision, the IP US & Citation Filing Specialist provides assistance to the Intellectual Property practice group and respective client service team, with respect to domestic patent filings and Information Disclosure Statements.

Job Functions:

  • Responsible for the preparation and filing of all US applications (including 371 applications) and responses, which includes gathering all necessary information, monitoring and maintaining applications pre‐and post‐exam; complying with client instructions, firm procedures, and USPTO foreign requirements (as they relate to 371 applications).
  • Proactively manage US prosecution docket actions, ensuring all deadlines are met.
  • Prepare and file formalities (e.g., declarations, assignments, powers of attorney, rights of assignee, small entity statements), send to clients for signature, track statuses through submission, provide necessary follow‐up, and file with the USPTO.
  • Prepare shells for all US responses.
  • Responsible for the preparation, maintenance and submission of all Information Disclosure Statements which includes gathering all necessary references and citation translations, preparing “fit‐to‐file” PDFs, Section 18 responses, Annexures to Form 3 and coordinating responses with US Filing Specialist, monitoring deadlines to ensure all deadlines are met; complying with client instructions, firm procedures, USPTO and foreign requirements (e.g. IL, CA, NZ, IN).
  • Preparation of draft reporting.

Essential Competencies:

  • Works proactively with others to support efforts within the department to improve efficiency and add value.
  • Organizes and prioritizes assignments and contributes to the department’s ability to meet or exceed goals and standards.
  • Maintains strong understanding of Patent and Trademark rules of practice (37 CFR).
  • Uses innovative thinking and exercises sound judgment.

Qualifications:

  • Minimum of 4 years’ working knowledge of U.S. patent prosecution procedures and regulations, with 1-2 years’ experience with the Citation and IDS process.
  • Familiar with USPTO procedures, rules and requirements.
  • Ability to utilize IP Software with the demonstrated ability to learn new technology, processes and procedures effectively and with confidence.
  • Superb attention to detail and ability to produce work quickly, by prioritizing assignments to meet deadlines.
  • Must be able to work in fast paced environment, independently, as well as in team setting.
  • Exceptional communication (both written and verbal) skills.
  • Demonstrated commitment to providing superior client service.
  • Proficiency in all Microsoft Office products is essential.
  • Bachelor Degree, or equivalent experience.

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Corporate Paralegal

The corporate paralegal will be responsible for assisting our lawyers and clients with a wide range of business transactions and general corporate matters. This individual will support document drafting, prepare filings, organize transaction materials, and maintain business entities.  In addition, this individual will be responsible for a variety of administrative matters within the business department, including occasional training sessions. The corporate paralegal should have a strong knowledge of the corporate and transactional practice areas generally.  Specific responsibilities include, but are not limited to, assisting in the following areas:

 Job Functions:

General Corporate and Corporate Maintenance:

  • Statutory filings (charter amendments, mergers, conversions, dissolutions, withdrawals, etc.)
  • Annual meeting preparation, Annual consents and Annual reports
  • Option exercises, Stock issuances and transfers
  • Minute books and stock records
  • Backup the other corporate paralegals by managing and assisting with basic and advanced Blue Sky-related research, analysis and filings
  • Ensure all compliance matters are monitored and maintained within company approved protocols
  • All aspects of new business formations (corporations, limited liability companies, business trusts, limited partnerships, etc.)
  • Foreign qualifications
  • Secretary certificates and exhibits
  • Closing deliverables
  • Lien, tax and litigation searches
  • UCC document preparation and filing
  • Closing binders
  • Public company filings

 Qualifications:

  • Bachelor's degree and/or a Paralegal Certificate
  • Minimum of five years corporate paralegal experience with a focus on Blue Sky administration in a law firm
  • Expert utilization of available technology
  • Team player; able to interact and communicate effectively with all levels of our staff and clients
  • Excellent writing skills
  • Highly developed organization skills
  • Ability to work independently and effectively, as well as meet deadlines in a fast-paced environment

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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines. 

To apply, please click here.

Trust Advisor

Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRA’s, investment management accounts, foundations and partnerships functioning as family investment funds. Trust Advisors are supported by Trust Assistants to facilitate to the day-to-day administration of accounts:

Job Functions:

  • Assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms.
  • Frequent direct contact with multiple generations of family members in person and via phone and email.
  • Support the WMG partners and clients on a range of subjects including financial, personal, and estate planning matters.
  • Monitors cash flow and performs budget analysis. Assists family members with general financial planning decisions.  Coordinates specialized reporting as required.
  • Coordinate account activity, including, but not limited to, receipts and disbursements related to assets and beneficiary needs, opening, funding and closing accounts and facilitating charitable and non-charitable gifts.
  • Oversees asset custody (at Choate and outside institutions). Coordinates with external advisors and family consultants.
  • Monitor cash levels in accounts to ensure that all client needs can be met at all times.
  • Ensure that inter departmental communication is effective and that all account information is relayed and processed in accordance with established protocols. Coordinate service with other WMG departments: investments, tax, operations and legal.
  • Assume additional duties as assigned.

Essential Competencies:

  • Works proactively with others to support efforts within a department or function of the Firm.
  • Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
  • Maintains current knowledge of trends and developments affecting the area of specialization.
  • Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

  • Financial, accounting, or legal background including a related degree required.
  • Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge.
  • Minimum of 3 years of experience working with high net worth clients required.
  • Able to work well with a wide range of personalities.
  • Complex project management skills along with the ability to work on multiple teams and several projects at one time. Proven track record of success in leading projects to a successful completion under inflexible deadlines.
  • Strong analytical skills and the ability to draft complex reports and spreadsheets.
  • 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.

 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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.

Trust Coordinator

The Trust Coordinator provides direct administrative support for assigned Trust Advisors and a small subset of Wealth Management Clients.  Responsibilities include:

Job Functions:

  • Help to administer a small group of assigned accounts in accordance with their document terms and assist the Trustees with the administrative decisions of those accounts.
  • Assists Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and payment of domestic household help, insurance matters, gifting programs, and other tasks, as directed.
  • Respond to easy to moderate internal and external client requests and inquiries.
  • Screen and direct telephone calls and client inquiries to appropriate parties. Coordinate e-mail and voicemail messages to Trust Advisor specifications. Maintain and track special client email boxes.
  • Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing sample templates.
  • Process incoming and outgoing mail throughout the day and respond immediately to urgent mail.
  • Coordinate and schedule internal and external client meetings, including but not limited to reserving conference rooms, registering visitors to the building, etc.
  • Assist with document production including letters, memorandums, charts, family trees and spreadsheets.
  • Maintain 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 and the Client Service Coordinator by handling routine and non-routine administrative tasks at the direction of the Trust Advisors.
  • 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.
  • May perform additional duties as requested.

Essential Competencies:

  • 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.
  • Maintains current knowledge of trends and developments affecting the area of specialization.
  • Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

  • Bachelor’s Degree required.
  • 3-5 years’ experience in a financial services setting required. Estate and trust experience is 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 assorted documents and other related materials.
  • Must have the ability to work in stressful conditions under time deadlines.

To apply, please click here.