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

Library and Research Services Manager

The Library and Research Services Manager is responsible for overseeing the day-to-day research and knowledge management functions across the Firm.  Additional responsibilities include the management of traditional library materials, attorney research training, and practice group outreach.  We envision the Research Services department as a resource for forward thinking information solutions designed to serve the needs of the Firm and its clients.

Job Functions:

  • Establish and direct the strategic goals of the Research Services department.
  • Create strong relationships with attorneys and department leaders to understand how Research Services can align itself with the priorities of the practice groups.
  • Set and meet exemplary service standards.
  • Serve as a resource for special projects directed by the practice groups.
  • Consult with Practice Group Leaders to strategize and implement internal process improvements to advance the collection and dissemination of knowledge and research across the firm.
  • Participate in Firm efforts to synchronize work product and support best practices in the management of Firm data.
  • Develop and implement training programs that reinforce most successful research strategies.
  • Manage the technical services and research functions of the department.
  • Identify and investigate industry trends proactively to help the Firm identify knowledge gaps for development.
  • Ensure the value of the Firm's investment in research tools through continuous monitoring and development of the print and digital collection as well as alternatives in the marketplace.
  • Oversee service providers to ensure standards of excellence are consistently met.
  • Participate in cross departmental improvement efforts with peers in the administrative areas of the Firm.
  • Aggressively manage costs; prepare and manage the annual Research Services budget.

Essential Management Competencies:

  • Use leadership skills to establish effective working relationships throughout the Firm, encourage teamwork, and build consensus in order to meet or exceed departmental standards and Firm objectives.
  • Collaborate with other members of management to ensure departmental and organizational change is effective, efficient, and aligned with the Firm’s strategic goals.
  • Delegate, coach, encourage, and motivate staff to attain their highest levels of achievement, productivity, and work satisfaction. Identify and support all training and development.
  • Maintain active lines of communication within and between departments to share knowledge and support collaborative efforts, organizational change, and goal achievement. Develop a committed, competent, and professional staff that works in an atmosphere of mutual trust and respect.
  • Maintain sophisticated level of research skills through continuous training and current awareness of new developments, trends and resources.

Qualifications:

  • A minimum of 5 years of progressive experience in a law firm or professional services setting.
  • MS in Library Science, MS in Information Science, or JD preferred.
  • 5+ years of management experience.
  • Advanced proficiency in modern legal research technologies and Knowledge Management strategies.
  • Demonstrated ability to set priorities and complete diverse assignments on a timely basis.
  • Strong business acumen with a proven track record of leading organizational improvements.
  • Superior oral and written communication skills.

 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.

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.