Business Professionals

Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRAs, investment management accounts, foundations, and partnerships, functioning as family investment funds. Trust Advisors are supported by Trust Coordinators 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 Wealth Management Group 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.
• Oversee asset custody (at Choate and outside institutions). Coordinate 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 Wealth Management Group departments: investments, tax, operations and legal.
• Assume additional duties as assigned.

Essential Competencies:

• Work proactively with others to support efforts within a department or function of the Firm.
• Organize and prioritize assignments and serve as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
• Maintain current knowledge of trends and developments affecting the area of specialization.
• Use innovative thinking and exercise 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.
• Demonstrated commitment to confidentiality and the ability to handle sensitive information discreetly, with an understanding of when to appropriately escalate matters.
• 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.
• Professional demeanor and presentation consistent with a professional office
• 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.

The Systems Engineer will join the team responsible for the Firm’s IT systems, services, and operations.  This position is responsible for the analysis, design, development, and maintenance of IT systems infrastructure. The Team focuses on maximizing Firm-wide productivity and minimizing disruptions to the client experience. The Systems Engineer will play a pivotal role on the Firm’s Tier 3 Operations team and will help maintain a culture of superior client service and continuous improvement. 

Job Functions:

• Supports the design, development, and operation of the IT systems infrastructure.
• Supports the Firm’s virtual and physical servers including Active Directory, operating systems, and general maintenance.
• Supports Citrix Virtual Apps and Desktops infrastructure.
• Works closely with the Principal Enterprise Architect and IT Operations Director to:
1. Oversee IT service delivery with respect to infrastructure and endpoint systems including service design, service operation, and continuous service improvement.
2. Develop, implement, and maintain operational technology strategies, policies, and standards.
3. Develop and implement backup and disaster recovery plans and procedures, including regular reviews and real-world tests.
• Collects core system metrics to develop and implement improvement plans based on analysis of data. 
• Partners with Principal Enterprise Architect and other stakeholders to improve operational procedures, IT processes, and the security and performance of existing systems.
• Communicates and collaborates with other departments to report and resolve software, hardware, and operational issues.
• Researches and evaluates new technologies.  Identifies and recommends solutions to make operations more efficient.
• Provides 24x7 on-call support and problem triage for IT services on a rotating basis.

Qualifications:

• 6+ years of related IT experience with a particular focus in supporting business critical IT infrastructure, in a professional services environment.
• Bachelor’s degree in Computer Science or related field is preferred.
• Microsoft, Citrix, and NetScaler certifications are preferred.
• The ideal candidate will have proven experience working with technologies currently in use at the Firm, including:  Active Directory (incl. Group Policy, DNS, DHCP), Windows and Linux OS, Microsoft Configuration Manager/SCCM/MECM, Citrix, NetScaler, VMWare, PowerShell, Nutanix, Cohesity, HPE and APC hardware, Microsoft 365, Azure, MSSQL, Ansible

• Experience with virtualization, converged and hyperconverged technologies, and networking.
• Experience with provisioning, configuration, and deployment automation preferred.

• Demonstrated capability in solving new and complex problems.
• Strong knowledge of and experience in network management platforms and monitoring systems.
• Must be able to work in fast paced environment, with the demonstrated ability to organize work and set priorities to meet deadlines. 
• Self-starter with the ability to work independently, and in a team setting, while having good judgment as to when consultation is required.
• 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.

To apply, please click here.

The Desktop Engineer will join the team responsible for the Firm’s IT systems, services, and operations.  The team focuses on maximizing Firm-wide IT productivity and minimizing disruptions. This position coordinates the analysis, recommendation and deployment of the desktop / laptop environment and software and driver lifecycle management these systems. The Desktop Engineer will play a pivotal role in helping develop and maintain desktop environment and will help maintain a culture of superior client service and continuous improvement. 

Job Functions:

• Helps design and maintain the user environment.
• Collaborates with the IT Operations Team to:
1. Ensure IT service delivery with respect to infrastructure and endpoint systems.
2. Maintain operational technology strategies standards, and continuous service improvement.
3. Assist in the development and implementation of software lifecycle plans and procedures, including regular reviews and configuration testing and validation.
4. Troubleshoot and resolve advanced application and endpoint hardware issues.
5. Establish and implement operational standards related to hardware drivers and firmware.  
• Collects core system metrics to develop and implement improvement plans based on analysis of data. 
• Partners with IT Operations Director, User Support Manager and other stakeholders to improve operational procedures, processes, and the security and performance of existing systems.
• Provides technical guidance to User Support team members.
• Communicates and collaborates with other departments to report and resolve software, hardware, and operational issues.
• Researches, evaluates, and advises on new technology solutions.
• Provides 24x7 On-Call support and problem triage for IT services on a rotating basis.
• Plays an integral role in critical department projects and initiatives.

Qualifications:

• 6+ years’ experience in administering critical IT infrastructure and endpoint systems, in a professional services environment.
• Bachelor’s degree in Computer Science or related field is preferred.
• Microsoft & Citrix Certifications preferred.
• 3+ years of experience in Office 365.
• 3-5 years of experience with SCCM/MECM, Configuration Manager
• 3-5 Years of Software packaging and Deployment   
• The ideal candidate will have proven experience working with technologies currently in use at the Firm, including:  SCCM/MECM, Microsoft 365, Microsoft Intune, Windows OS 10/11, Active Directory, Citrix, PowerShell, and iManage.
• Demonstrated capability in solving new and complex problems.
• Must be able to work in fast paced environment, with the demonstrated ability to organize work and set priorities to meet deadlines.
• Self-starter and forward thinker with the ability to work independently, and in a team setting, while having good judgment as to when consultation is required.
• Superior oral and written communication skills.
• Reliable team player with a positive attitude and strong commitment to 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.

The Legal Assistant performs a broad range of administrative support for Estate Team. Duties include but are not limited to document production, mailings, filing and data entry.

Job Functions:

• Prepares legal documents, correspondence, memos, letters, and reports. Assists with drafting and preparing documents such as probate forms, declinations for fiduciary appointments and trustee resignations and acceptances. Assists in preparing written and oral presentations. Organizes, summarizes, and indexes documents. Sends and retrieves documents from Record Center as needed and follows workflow procedures as it relates to opening/closing matters and generating engagement/disengagement letters.
• Establishes and maintains electronic filing system to department standards, including filing all client communications and documents on a regular basis.
• Responds to various internal and external client requests and inquiries. Process incoming and outgoing mail throughout the day and respond immediately to time-sensitive mail.
• Assists with the preparation of all routine probate court filings.
• Assists with the maintenance of the probate court docket for each estate and testamentary trust administered by the firm, together with an effective tickler system for insuring that accounts are allowed by the court on a regular basis.
• Supports the preparation and filing of all probate forms and accountings for the state with the applicable Registry of Probate.
• Assists with collection of estate assets, scheduling of appraiser and assembling of estate tax binders and filing of tax returns.
• Coordinates and schedules internal and external client meetings, including but not limited to reserving conference rooms, registering visitors to the building, etc.
• Maintains familiarity with legal terminology, state and federal court filing rules, basic legal procedure, and law firm document protocol. Has knowledge of legal document formats such as contracts, agreements, briefs, summonses, complaints, and motions.
• 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.
• Maintains complete file for each assigned estate.
• 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 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 required.
• 3-5 years’ administrative support experience within Estate Administration.
• Experience in managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines.
• Demonstrated ability to work well with multiple supervisors while keeping them informed and involved.
• Demonstrated ability to organize work and set priorities to meet deadlines while working independently.
• Superior verbal and written communication skills.
• Professional demeanor and presentation consistent with a professional office environment.
• 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.

To apply, please click here.

To provide analytical support to Choate Hall & Stewart’s Wealth Management Department and Choate Investment Advisors. Cash and asset requests will be reviewed, entered into custodial accounting systems with proper coding, taxation and description and sent for approval.

 Job Functions:

• Process ad-hoc cash requests including checks, wires, ACH payments, transfers and receipts. This involves managing assigned request inboxes, reviewing the request to ensure all necessary information is included and is accurate and entering the request into the appropriate custodial accounting system.
• Responsible for identifying, setup and maintenance of all recurring cash items including, but not limited to, bill payments. Create and maintain individual client payment schedules and reconcile payment process daily. Work with trust advisors and electronic file specialists to identify potential late payments and receipts.
• Reconcile cash balances - involves reviewing exception reports provided by custodian bank and researching discrepancies. All discrepancies must be addressed same day and resolved within 2 business days.
• Assist in account opening, maintenance and closing
• Assist Private Investment Team in processing capital calls and distributions.
• Maintain account and client data on accounting system. This includes statement setup, client portal setup, address changes, account/client personnel and investment details.

Essential Competencies:

• Works proactively with others to support efforts within a department or function of the Firm.
• Strong Excel skills.
• 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. Concentration in Accounting, Finance, or Business Administration preferred.
• 3-5 years of progressive experience within Trust Operations required.
• Knowledge of Trust Operation procedures and the processing of individual account transactions. Knowledge of SEI SWP, Fidelity Wealthscape and Schwab Advisor Platform a plus.
• Excellent client interaction skills.
• Must be a team player and be able to consistently meet deadlines.

To apply, please click here.