Non-Legal Staff

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 non-legal 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 non-legal staff member, 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 non-legal staff. 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

Trust Advisor

Job Summary:

The Wealth Management Group (“WMG”) at Choate, Hall & Stewart, LLP administers more than $4.5 billion in assets for high net worth families. Family office clients receive comprehensive and sophisticated legal, tax and investment advice, together with administrative services from a dynamic group of collaborative professionals. Family Office Services within the WMG provides support and client service to the Firm’s partners and family office clients. Trust Advisors provide direct and indirect client support for all client account management needs. Working closely with the Firm’s partners and other internal team members, Trust Advisors act as the point person for assigned clients regarding account administration.

Job Functions:

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:

  • 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.

Estate Administrator

Job Summary:

Under the direction of the Of Counsel Attorney, the Estate Administrator will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures.

 Job Functions:

  • Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate. 
  • Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration. 
  • Prepares Massachusetts and other state estate tax returns. 
  • Participates in federal and/or state estate tax audits with the responsible attorney. 
  • Arranges for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan. 
  • Prepares probate accountings for estates. 
  • Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met. 
  • Establishes and maintains an effective working relationship with the clients and related advisors and other professionals to obtain and provide information and respond to any concerns or questions. 
  • Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and colleagues. 
  • Maintains complete file for each assigned estate. 
  • Reports to the Estate & Trust Administration Manager the status and issues relating to the administration of their assigned estates. 

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:

  • Bachelor’s degree in Finance or related field required or equivalent work experience.
  • Five + years of estate settlement experience.
  • Exceptional written, oral, and interpersonal communication skills.
  • Proven ability to think quickly in a fast-paced environment. Strong organizational, problem solving and analytical skills.
  • Ability to work in a multi-task environment with minimum supervision.
  • Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint. Knowledge of SE2 Trust Accounting System or similar, TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems beneficial. 

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.

Operations Workflow Specialist - Wealth Management

Job Summary:

To provide analytical support to Choate's Family Office Services Department and Choate Investment Advisors. 

Job Functions:

  • Manage our clients’ on-line access. This includes communicating directly with clients and troubleshooting any issues the clients may have, setting up access for new clients and communicating to the team any updates or changes to the on-line process
  • Oversee the complete free asset movement process by managing the expectations of internal clients, working directly with our custodian to ensure all processes remain within communicated deadlines, updating the team on all outstanding items and obtaining status reports from team members regarding his or her individual role
  • Creating and maintaining all departmental procedures. The requires working close with other team members to ensure any updates or changes to procedures are catalogued
  • Manage our co-op program. This includes interviewing candidates, training, managing workflow and answering questions
  • Oversee small custodial relationship with Fidelity – includes processing checks and wires and user setup and maintenance.
  • Maintain account and client data on accounting system
  • Review weekly and quarterly accounting system maintenance schedule and present pertinent information to the team
  • Assist other team members on cash processing items as needed
  • 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 in Accounting, Finance, or Business Administration required.
    • 3-5 years of progressive experience within Trust Operations required.
    • Superior knowledge of Trust Operation 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.

Operations Trading Specialist - Wealth Management

Job Summary:

To provide analytical support to Choate's Trust Family Office Services and Choate Investment Advisors. 

Job Functions:

  • Responsible for reviewing and processing internal trade activity through our portfolio management system and work with portfolio manager if cash balances are insufficient to cover trading activity
  • Work with custodial bank to troubleshoot trading issues such as failed trades and unmatched confirms
  • Main point of contact with external portfolio managers. Review all external trades for accuracy and verify cash is sufficient. Enter mutual external mutual fund trades directly into portfolio management system
  • Responsible for all aspects of performance measurement, including: review monthly performance returns and troubleshoot any outliers, assist investment professionals with ad-hoc performance related inquiries and be a resident expert of all performance tools
  • Process all fixed income trades via Bond Desk
  • Brokerage selection and periodic review to insure clients are receiving best execution
  • Create, maintain and process ad-hoc client reporting utilizing portfolio management system
  • Assist on preparation and filing of SEC Form 13-F

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 in Accounting, Finance, or Business Administration required.
  • 3-5 years of progressive experience with security processingrequired.
  • Superior knowledge of all aspects of security trading.
  • Excellent client interaction skills.
  • Must be a team player and be able to multi-task and 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.

Professional Development Manager

The Professional Development Manager will be part of the leadership team, managing Choate’s talent development efforts, whose work includes coaching and counseling a group of attorneys to help them become exceptional lawyers and navigate their careers at Choate, as well as developing the strategy for and overseeing Choate’s robust attorney training agenda.

Job Functions:

Attorney Development

  • Primary point of contact for a group of attorneys, working directly with our “clients” and Choate partners (40-50% of job). This includes:
    • Meeting routinely with associates, patent agents and staff scientists (our “clients”) and their mentors.
    • Developing plans to respond to both ongoing informal and annual review feedback, and periodically throughout the year to ensure progress towards professional development goals.
    • Meeting quarterly with all partners by practice group to discuss the development of each of the associates in their group and respond to any identified development needs or goals.

Training

  • Play a lead role in the strategic planning and development of the Firm’s training agenda for attorneys (15-20% of job). This includes:
    • Working closely with the Chief of Legal Recruiting and Talent Development and Department Training Partners to develop training strategies and identify innovative execution approaches, targeting the needs of each department.
    • Managing the team that executes all on-site trainings.
    • Overseeing the firm’s usage of external training resources, e.g., NITA, PLI, Practical Law, HotShot, MCLE and the BBA.

 

Other Professional Development Work

  • Collaborate with the Professional Development team to execute programs in support of Choate’s people mission – The Shared Compact (see attached), including:
    • Managing new associate and lateral hire orientation and integration, Choate’s mentor program, and the Firm’s Feedback Initiative which works to ensure that all attorneys are receiving both specific and actionable in-the-moment feedback on their work and more holistic project-based feedback on their performance at key intervals depending on the nature of their work.
    • Implementing the Patent Agent Law School program.
    • Assisting in the management and execution of the Firm’s annual review process and upward feedback program.
  • Actively participate and contribute to the Professional Development team discussions focused on continual improvement of all of these programs and help to implement selected approaches.
  • The remainder of this person’s time will be spent across a variety of these topics and programs.

 

Essential Competencies:

  • Skilled at building the relationships and credibility required to successfully coach and counsel attorneys at the associate and partner levels; comfortable and knowledgeable in most effective approaches to influence the behavior of others and give feedback to help attorneys achieve their professional development goals.
  • Strong interpersonal and leadership skills to enable the development of effective working relationships throughout the Firm.
  • Highly organized and able to multi-task on a daily basis; able to adjust to shifting priorities.
  • Able to work independently and as part of a team with a proactive and positive style that fosters collaborative working relationships.
  • Utilizes innovative thinking, creativity, and sound analytics and decision-making to ensure the highest level of achievement, productivity, and work satisfaction.
  • Able to handle confidential information and matters with discretion and good judgment.

 

Qualifications:

  • Bachelor’s Degree required, Juris Doctor would be a strong plus.
  • Minimum of 5+ years of experience in professional development in a law firm, law school or professional services environment is required.
  • Proven expertise in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
  • Knowledge of viDesktop and Epicor, or other HRIS system helpful.

 

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.