Current Openings

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Attorney

Corporate Associate Attorney
Manchester, NH | Woburn, MA
Experienced Trusts & Estates Attorney
Manchester, NH | Woburn, MA

Paralegal

 

Trusts and Estates Paralegal

We are seeking an experienced, detail-oriented, thorough, and organized Trusts and Estates Paralegal to join our team.  We are seeking an individual with a broad base of experience including probate and trust administration, working knowledge of the Probate Court rules and procedures and probate accountings, Federal estate tax returns, and familiarity with trust accounting computer programs.

The ideal candidate will be a self-starter, able to work independently and have previous paralegal experience in the administration of trusts and estates, including the preparation of Massachusetts and U.S. Estate Tax Returns (Form 706).   Responsibilities include all facets of trust and probate administration, drafting correspondence and legal documents, asset spreadsheets and probate pleadings, reviewing bank statements, and organizing and maintaining client files.  In addition, the candidate must be capable of offering the highest level of service to our clientele.  Professionalism and teamwork are important, so the best candidate works well with attorneys, co-workers, and our clients.

Skills, Education, and Experience:

  • Minimum of 3 years of solid Trusts and Estates paralegal experience.
  • Associate degree with paralegal studies emphasis. Bachelor’s degree from ABA approved paralegal program preferred.
  • Certification from NALA or NFPA is a plus.
  • Attention to detail, dependable, organized.
  • Excellent computer skills including MS Office, iManage, and Adobe Acrobat
  • Excellent problem solving and analytical skills
  • Excellent proofreading skills and clear and concise communication skills.

Direct resume with cover letter to:

Jessica Boisvert, Manager of Professional Recruiting and Retention
Email:  jessica.boisvert@McLane.com


Business Administration

Manager, Trust Operations – Trust Services Group

McLane Middleton, a leading New England-based law firm, is looking for a Manager, Trust Operations in our Manchester, New Hampshire office.  The firm has over 110 lawyers located in five offices, three in New Hampshire (Manchester, Concord and Portsmouth) and two in Massachusetts (Woburn and Boston).  McLane Middleton is regularly listed as one of America’s leading law firms in Chambers USA, and 57 of its attorneys are listed in The Best Lawyers in America across a broad array of practice areas.  The firm has a strong tradition over its 105-year history of deep involvement in the communities where its employees work and live, and of active participation in the bar and numerous charitable and professional associations.

Role

The Manager, Trust Operations, is responsible for managing the Trust Services Group( TSG) Operations team, fostering a positive and effective team environment. Operational activities include cashiering, tax reporting, trust accounting, balance & control, and systems management. The Manager will drive process improvement and automation for TSG and is responsible for the overall coordination of TSG Operations workflow to ensure efficient use of resources to meet time sensitive deadlines. This position reports to the Head of Trust Services.

Responsibilities

  • Direct and coordinate the efforts of the Trust Operations team to ensure the delivery of efficient and responsive support and timely and accurate completion of responsibilities for which the department is charged.
  • Oversee vendor relationships with Head of Trust Services to ensure maximum vendor performance and compliance with established service levels and policies.
  • With Chief Compliance Officer, manage relationships with all regulatory bodies.
  • Establish data feeds between outside custodians and trust accounting system.
  • Contributes to the development of engineering methods to improve processes, reduce risk, increase controls, and enhance client service.
  • Document, implement and monitor internal controls.
  • Perform complex account and security maintenance and transaction requests related to core/critical team functions.
  • Strong, interworking knowledge and understanding of different security types as well as how they trade, settle and are treated for tax reporting.
  • Responsible for departmental reporting of IRS forms. Establish account master coding and cross reference records for eligible accounts for tax processing in trust accounting system.
  • Maintain compliance with all applicable regulations.
  • Ensure the TSG Operations team consistently delivers superior client service for its internal and external clients.

Qualifications

  • Bachelor’s degree in business, accounting or finance, preferred
  • Minimum of 5 – 7 years of prior experience in trust operations/accounting experience in Trust or Wealth Management Operations
  • Advanced proficiency with Microsoft Outlook and Excel
  • Experience managing and leading a team
  • Experience with FIS Charlotte trust accounting software a plus but not required
  • Project management experience
  • Salesforce experience a plus but not required
  • Excellent written and verbal communication skills.
  • Ability to handle multiple competing priorities and organize tasks effectively.
  • Works well independently and as part of a team.

Direct resume with cover letter to:

Amy Dubois, Director of Human Resources
Email:  amy.dubois@McLane.com


Trusts & Estates Legal Administrative Assistant – Woburn, MA

McLane Middleton, a leading New England-based law firm, is looking for a Trusts & Estates Legal Administrative Assistant in our Woburn, Massachusetts.  The firm has over 110 lawyers located in five offices, three in New Hampshire (Manchester, Concord and Portsmouth) and two in Massachusetts (Woburn and Boston).  McLane Middleton is regularly listed as one of America’s leading law firms in Chambers USA, and 57 of its attorneys are listed in The Best Lawyers in America across a broad array of practice areas.  The firm has a strong tradition over its 105-year history of deep involvement in the communities where its employees work and live, and of active participation in the bar and numerous charitable and professional associations.

The Trust and Estates Legal Administrative Assistant supports attorneys and paralegals within the firm specializing in estate planning and trust administration by performing a variety of administrative tasks, which includes the following Duties/Responsibilities:

  • Provides general administrative support to assigned attorney(s)/paralegal(s) which may include drafting client letters, fielding client phone calls, coordinating appointments, and calendar management.
  • Provides highly technical document production including but not limited to typing, drafting and editing documents, redlining documents, conversion of documents from PDF to word, scanning, assembling of binders and making copies. Proofreads and edits documents for grammar, spelling, punctuation, and format.  Files documents and emails in the Firm’s electronic document software.  Distributes correspondence using email or hard copy delivery.
  • Understands document legal terminology, basic legal procedure and law firm document protocol. Maintains client files ensuring accurate recordkeeping, while maintaining strict confidentiality regarding sensitive client information related to wills, trusts, and probate matters.
  • Utilizes strong communication skills, both written and verbal, to ensure instructions are clearly understood and that work is completed as requested. Maintains a courteous and service driven demeanor at all times.
  • Inputs time entries on a daily, weekly and or monthly basis. Opens new client and/or matter numbers; performs conflict checks.
  • Answer telephone calls and take accurate and complete messages, gives information to callers, refers to others, or holds for team members. Provides relevant and timely information to clients and team members (including times when they are out of the office) in a professional, courteous, and effective manner.
  • Brings organizational skills to the role with the ability to provide guidance on the most efficient and effective way to complete tasks. Takes initiative and is self-starter with work.
  • This position is also expected to back-up team members by providing administrative support to other attorneys/paralegals.

Experience/Qualifications:

  • High School Diploma or equivalent.
  • 5+ years of legal admin experience.
  • Superior attention to detail.
  • Excellent written and oral business communication skills.
  • Strong Microsoft Office (Excel, Word and PowerPoint)

Direct resume with cover letter to:

Amy Dubois, Director of Human Resources
Email:  amy.dubois@McLane.com


McLane Middleton believes that all persons are entitled to equal employment opportunity and does not discriminate against its employees or applicants because of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, evaluation, discipline, layoff, and termination.