Professional 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 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 professional 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 professional 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 $4.7 billion in assets (as of June 2018) 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.

Trust Coordinator

Job Summary:

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.