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

Paralegal

Trusts and Estates Paralegal

McLane Middleton, a leading New England-based law firm, has a unique opportunity for a Trusts and Estates Paralegal in our Manchester, New Hampshire office.  The firm has over 100 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. The firm is an active participant in the community and supports numerous charitable and professional associations.

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 U.S. Estate Tax Returns (Form 706).   Responsibilities include all facets of trust and probate administration, drafting correspondence and legal documents, preparing deeds, 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:

Pamela Ouellette, Director of Human Resources
Email: pamela.ouellette@McLane.com

 

Business Administration

Senior Trust Operations Specialist – Trust Services Group

McLane Middleton, a leading New England-based law firm, has a unique opportunity for a Senior Trust Operations Specialist for our Trust Services Group in our Manchester, New Hampshire office.  The firm has over 100 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 59 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. The firm is an active participant in the community and supports numerous charitable and professional associations.

Role

The Senior Trust Operations Specialist is responsible for providing service and support for all Trust Services operational activities including cashiering, tax reporting, trust accounting, reconciliations, account opening/closing, asset transfers and systems management. The Specialist will be responsible for the daily input, maintenance and review of trust records.  The Specialist will help drive process improvement and automation for TSG and will assist with the overall coordination of TSG Operations workflow to ensure efficient use of resources to meet time sensitive deadlines. The role reports to the Head of Trust Services.

Responsibilities

  • Perform complex account and security maintenance and transaction requests related to core/critical team functions.
  • Monitor, prepare and process all billing, disbursements, and money movement within the trust accounting system and WealthHub.
  • Reconciles transactions entered into various Trust processing applications to support wires, ACH, deposit accounts and general ledger processing.
  • Assist with account onboarding process including correct identifying documentation from necessary parties has been provided, paperwork is fully filled out and assisting with processing background, informational, and required regulatory checks.
  • Prepares financial information for regulators, finance and senior leadership.
  • Maintain existing and support establishment of new custodian account and data feeds.
  • Security setup review
  • Direct the establishment of new unique or alternative investments in the trust accounting system and post and maintain full transaction and valuation ledgers with the accounting system.
  • 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.
  • Monitor vendor relationships to ensure maximum vendor performance and compliance with established service levels and policies.
  • Identifies and leads team specific projects and initiatives. Recommends and implements process changes to improve services and systems.
  • Maintain compliance with all applicable regulations.

Qualifications

  • 3 – 5 years of Trust, securities or wealth management operations experience strongly preferred.
  • Strong, interworking knowledge and understanding of different security types as well as how they trade, settle and are treated for tax reporting.
  • Ability to process work accurately, recognize and research potential problems arising in daily duties.
  • Advanced proficiency with Microsoft Outlook and Excel
  • Project management experience preferred.
  • Salesforce experience a plus.
  • 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:

Pamela Ouellette, Director of Human Resources
Email: pamela.ouellette@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.