Develop, implement and maintain operational technology strategies, policies and standards. Assists family members with general financial planning decisions. A diverse work environment, very friendly and welcoming. .css-5z9k06{font-family:"Helvetica Neue","Helvetica","Arial","Liberation Sans","Roboto","Noto",sans-serif;font-weight:inherit;color:#595959;font-size:inherit;line-height:inherit;}Rating is calculated based on 11 reviews and is evolving. translations, certified priority documents, etc.). Responsible for the preparation and filing of Patent Cooperation Treaty (PCT), foreign convention filings, national phase filings, validations and non‐PCT patent applications, which includes gathering all necessary information, monitoring and maintaining applications pre‐and post‐exam; complying with client instructions, firm procedures, USPTO and foreign requirements. 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. This is an ideal position for a career-oriented, self-starter with a willingness to take on more responsibilities with time and a commitment to “getting the job done.”  The candidate must be able to manage multiple deadline driven assignments simultaneously. This includes statement setup, client portal setup, address changes, account/client personnel and investment details. As an Analyst you will work with our portfolio managers to provide exceptional client service. 1-3 years of law firm experience preferred. Bachelor’s Degree in Accounting, Finance, or Business Administration preferred. The work day is 9am-5pm. •   Excellent oral and written communication skills, •   Strong organizational skills and detail orientation, •   Open-minded, flexible, and willing to listen to other people’s opinions, •   Interpersonal skills necessary to effectively communicate in person and over the phone with a variety of individuals at a variety of levels, •   2-5 years of experience in the investment field, •   Demonstrated interest and aptitude in investment research, •   Team player than can join us in the growth of our research team to deliver outstanding performance to our clients, •   Proficient in Microsoft Office applications, •   Knowledge of investment applications a plus. EEO: As an equal opportunity employer, Choate Hall & Stewart LLP is committed to the principles of diversity and inclusion. Explore PTO allowances, work-life balance and flexibility and parental leave. Family office clients receive comprehensive and sophisticated legal, tax and investment advice, together with administrative services from a dynamic group of collaborative professionals. Work side-by-side with lawyers in one of Boston’s leading law firms. Screen and direct telephone calls and client inquiries to appropriate parties. Develop and implement backup and disaster recovery plans and procedures, including regular reviews and real world tests. Positive attitude, sense of humor and an eagerness to learn. Choate, Hall & Stewart LLP. Bachelor’s degree in Computer Science or related field is preferred. View Choate, Hall & Stewart LLP (www.choate.com) location in Massachusetts, United States , revenue, industry and description. Minimum of 4 years’ patent prosecution experience in a law firm required. 21 Choate Hall & Stewart reviews. Reconcile cash and asset balances - involves reviewing exception reports provided by custodian bank and researching discrepancies. 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. Must have experience e-filing with the USPTO Receiving Office. 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. Poet Archibald MacLeish practiced at the firm for three years in the early 1920s. Assist with document production including letters, memorandums, charts, family trees and spreadsheets. Choate Hall & Stewart LLP is a law firm. 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. Assist with ticket management for firm sports games and suites. Strong Excel skills and a proficient user of all other MS Office Suite products. Superior oral and written communication skills. Explore leadership during COVID-19, working conditions and WFH support. Explore skills and training, pay raises and promotions and management and culture. Assists with the New Business Intake process for all non‐prosecution matters. Supports the Microsoft M365 stack including Exchange Online, One Drive, SharePoint, and Teams. Family Oriented, Flexible, Great place to work. Monitors cash flow and performs budget analysis. Perform other administrative duties on an as needed basis. Uncover why Choate Hall & Stewart is the best company for you. Must be a team player and be able to consistently meet deadlines. 3+ years of experience utilizing time entry billing systems, within a Patent & IP practice. Cash requests will be reviewed, entered into accounting system with proper coding and sent for approval. Maintain and track special client email boxes. Choate wa a leading contender of law firmsIt was a one location office which proved to be very successful for clients as it allowed them to provide stellar service. Process incoming and outgoing mail throughout the day and respond immediately to urgent mail. Assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms. Choate is unlike other law firms. Choate Hall & Stewart LLP is a law firm. Minimum of 3 years of experience working with high net worth clients required. On average, how many hours do you work a day at Choate Hall & Stewart? There is a lot of help available throughout the firm so even though there was work to be done at your desk, there were people willing to work late and help you finish your work. Read employee reviews and ratings on Glassdoor to decide if Choate Hall & Stewart … 12 Choate Hall & Stewart jobs including salaries, ratings, and reviews, posted by Choate Hall & Stewart employees. Must have the ability to operate equipment such as a computer and copy machine. Superb attention to detail and ability to produce work quickly, by prioritizing assignments to meet deadlines. Additionally, assists with duties including but not limited to typing and data entry. Get Choate, Hall & Stewart LLP reviews and info. They encourage innovation and very flexible with family commitments. Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing sample templates. Glassdoor has 20 Choate Hall & Stewart reviews submitted anonymously by Choate Hall & Stewart employees. Responsible for drafting engagement letters and tracking the status for Firm records. ChoateIA offers clients independence, integration and institutional quality client service. This individual will support document drafting, assist in filing preparation, organize transaction materials, and assist in the closing process. Works proactively with others to support efforts within the department to improve efficiency and add value. Support the WMG partners and clients on a range of subjects including financial, personal, and estate planning matters. Frequent direct contact with multiple generations of family members in person and via phone and email. Prepare NBI Express email for the opening of nationalization, validation and convention matters. Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. Proficiency in all Microsoft Office products is essential. Must be able to complete moderately complex assignments with little or no supervision and apply common sense understanding and innovative thinking to carry out instructions. In an environment where our competitors increasingly look, act and think alike, ChoateIA is also built differently. Family office clients receive comprehensive and sophisticated legal, tax and investment advice, together with administrative services from a dynamic group of collaborative professionals. Rating is calculated based on 11 reviews and is evolving. Assist with rankings and surveys and manage directory subscriptions, listings and submissions schedule. The group brings the same approach to our clients’ existing and illiquid assets. Maintain contact information and target lists in the Firm’s CRM system to ensure focus on the Firm’s BD goals. Choate recruits only the best and brightest, and we are dedicated to the long-term success of all of our employees. Show More We are a subsidiary of Choate, Hall & Stewart LLP, one of the country’s leading law firms. Built different. Find 0 available Choate, Hall & Stewart jobs in Boston, MA at Ladders. Create, proofread and copyedit client-facing and internal marketing communications. In addition, you will help to monitor existing portfolio positions and assess their outlook. Employees at Choate, Hall & Stewart make, on average, $52,270 a year or $25.0 an hour. As an Analyst you will work with our portfolio managers to source new ideas, conduct fundamental analysis and assist in the development and delivery of recommendations. About Choate, Hall & Stewart LLP Since 1899, Choate Hall & Stewart has been a Boston firm through and through. Adaptability to learn and become expert in new applications with limited formal training. The Presence of Choate Hall & Stewart LLP's profile does not indicate a business or promotional relationship of any kind between RelSci and Choate Hall & Stewart LLP. Ensure that inter departmental communication is effective and that all account information is relayed and processed in accordance with established protocols. Select a topic to see what people are saying about different issues, Get weekly updates, new jobs, and reviews. Choate Hall & Stewart LLP is a law firm. Uses innovative thinking and exercises sound judgment to achieve results. Provides support on marketing and business development projects and initiatives. Ability to work independently and discreetly and be tactful when dealing with people. Accordingly, you will develop research materials, conduct attribution analysis, assimilate economic data and prepare reports used in our research process. The people are friendly and it has a very nice work environment. Attorney advertising. Our practice focus and commitment to lean staffing with dedicated teams enable our associates to develop expertise and play important roles in client relationships early in their careers. The position requires an ability to think outside the box, as no two clients are the same. Superior communication skills (oral and written) with the confidence to make informed decisions at appropriate time. A free inside look at company reviews and salaries posted anonymously by employees. Compare pay for popular roles and read about the team’s work-life balance. Setup and processing of all proxy voting records for trust accounts and working with outside vendor to ensure all proxies are voted timely, Maintain account and client data on accounting system. Compare pay for popular roles and read about the team’s work-life balance. Uses innovative thinking and exercises sound judgment. Choate Hall & Stewart Legal Secretaries earn $53,000 annually, or $25 per hour, which is 6% higher than the national average for all Legal Secretaries at $50,000 annually and 22% lower than the national salary average for all working Americans. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Able to work well with a wide range of personalities. Ability to set priorities and complete diverse assignments on a timely basis. Researches and evaluates new technologies. I count myself very fortunate to have had the experience to work at this place with the people there. The Firm's practice areas include antitrust, bankruptcy, construction, employment, intellectual property, real estate, securities, tax, and tort law. Trust Advisors are supported by Trust Assistants to facilitate to the day-to-day administration of accounts: Provides executive support for several Equity Partners in the Patent and Intellectual Property Practice Group. Must have the ability to communicate clearly and to read and follow detailed instructions. •   Ability to solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment. Schedule client team, practice group and marketing team meetings as needed, Provide other administrative support to business development team as needed. Financial, accounting, or legal background including a related degree required. 22 Choate Hall & Stewart reviews. Learn reputation, quality of life, salary, benefits, diversity and career advancement. Works proactively with others to support efforts within a department or function of the Firm. ALL the way back in 1899, Charles Choate and John Hall founded the firm that would become Choate Hall & Stewart. Assist with preparation of pitches, proposals, presentations and other client-facing materials, utilizing existing content and, when needed, creating new content. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Find out what works well at Choate, Hall & Stewart LLP from the people who know best. ChoateIA balances risk and reward through sophisticated asset allocation modeling, selecting what we believe to be best-in-class investment vehicles and seeking to maximize long-term after-tax returns across a broad range of diversified asset classes. Openness to change pace quickly while maintaining organization and attention to detail. Search job openings at Choate Hall & Stewart. Superior knowledge of Trust Operation procedures and the processing of individual account transactions. Find out what works well at Choate Hall & Stewart from the people who know best. There is a significant gap between the bottom 10 percent of earners and the top 10 percent of earners. The Firm's practice areas include antitrust, bankruptcy, construction, employment, intellectual property, real estate, securities, tax, and tort law. Independently organizes and prioritizes responsibilities and tasks, contributing to the department’s ability to meet or exceed goals and standards. Ability to utilize IP Software with the demonstrated ability to learn new technology, processes and procedures effectively and with confidence. Detail-oriented, organized and able to adapt to multiple shifting priorities in a deadline-driven, demanding work environment. Explore work from home during COVID-19, remote work support and work-life balance. I learned a lot working there. What is it really like to work at Choate, Hall & Stewart LLP? This is a great firm to work for if you live in the Boston Area. Under general supervision, the IP Foreign Filing Specialist provides assistance to the Intellectual Property practice group and respective client team, with respect to foreign patent filings. There were times when work would over the scheduled hours. Organizes and maintains all electronic files and administrative matters in accordance to Partner and client preferences. Support the maintenance of all aspects of the firm’s CRM system, ContactEase, and its integration with other databases and information tools utilized by the firm. Preparation of draft reporting for QC Paralegal review of “non‐action” items. Communicates and collaborates with other departments to report and resolve software, hardware and operational issues. 1-2 years of progressive experience within Trust Operations required. Manages Partner follow-up action items and communications by proactively auditing and tracking Outlook Inbox correspondence with clients and colleagues, exercising discretion and judgment. A free inside look at company reviews and salaries posted anonymously by employees. Their benefits package is very desirable and consistent with other law firms. Assist other team members with ad-hoc and recurring cash related items including: wires, checks and ACH payments. Find high paying available jobs at Choate, Hall & Stewart.For expert network information on Choate, Hall & Stewart compensation and careers, use Ladders $100K + Club. 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. The ideal candidate will have proven experience working with technologies currently in use at the Firm, including:  Active Directory, Citrix, PowerShell, Office 365, Exchange Online, iManage, SQL, VMWare, Veeam, Nutanix, converged and hyper-converged technologies, Azure and Windows OS. Business Development experience is a plus. Family Office Services within the WMG provides support and client service to the Firm’s partners and family office clients. Reliable team player with a positive attitude and strong commitment to producing work of the highest quality. 5+ years of patent prosecution administrative support required. Applicants should be able to work well with multiple supervisors and should be able to work independently while keeping supervisors informed and involved. Must have the ability to prepare assorted documents and other related materials. Glassdoor gives you an inside look at what it's like to work at Choate Hall & Stewart, including salaries, reviews, office photos, and more. Oversee promissory note process – includes verifying receipts are timely and recorded properly and that notes remain in balance with amortization schedules. Our open architecture model provides access to best‐in‐class asset managers and securities. Supports the Firm’s Microsoft Azure environment. This requires assimilating a wide variety of data, and encompasses strategic positioning, asset allocation and macroeconomic research. In addition, this individual will be responsible for a variety of administrative matters within the business department. Women’s History Month… reflecting on the picture that continues to take shape. Responsible for maintaining electronic filing systems, with a high level of accuracy and superior attention to detail. Experience in managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines. The Senior Cloud and Systems Engineer will join the team responsible for the Firm’s IT systems, services and operations. Strong understanding of income taxes and investments including partnership, trust, estate planning, and estate/gift tax knowledge. Drafts audit letters for incoming and current clients. Assist with the coordination of practice group events, sponsorships, speaking engagements, etc. Maintain electronic filing system, to department standards, including filing all client communications and documents on a regular basis, no less often than weekly. Identifies and recommends solutions to make operations more efficient. Although smaller in number than its national competitors, Choate attorneys have remained competitive without compromising on the firm’s collaborative mindset and “one office” culture. ChoateIA seeks to deliver sustainable and attractive long-term investment results. Strong knowledge of and experience in network management platforms and monitoring systems. Reporting to the Business Development Senior Manager, the Business Development Assistant will support the Firm’s marketing and business development efforts under moderate supervision. Proven track record of success in leading projects to a successful completion under inflexible deadlines. Analyst (Investment Focused) Boston, Massachusetts (US) Salary and bonus commensurate with experience; Choate, Hall & Stewart; Work with our portfolio managers to source new ideas, conduct fundamental analysis and assist in the development and delivery of recommendations. Find related and similar companies as … Coordinate service with other WMG departments: investments, tax, operations and legal. Work closely with custodian bank to monitor incoming wire and ACH payments and, under instruction of Trust Advisor, enter detail into accounting system for approval. Utilizes the Patent database, CPI, to run reports as requested. The successful candidate must be a flexible, team player with great customer service skills and excellent communication capabilities, both written and oral. Choate Hall & Stewart LLP is a law firm. See the answers, explore popular topics and discover unique insights from Choate Hall & Stewart employees. You will also support the firm’s overall research effort. Estate and trust experience is a plus. Choate, Hall & Stewart > The Legal 500 Rankings M&A/corporate and commercial > M&A: middle-market (sub-$500m) Tier 1 Choate, Hall & Stewart has a strong reputation in public and private M&A, acting for acquirers, targets, and financing sources. The Firm's practice areas include antitrust, bankruptcy, construction, employment, intellectual property, real estate, securities, tax, and tort law. 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. Must be able to work in fast paced environment, independently, as well as in team setting. Organizes and prioritizes assignments and contributes to the department’s ability to meet or exceed goals and standards. The Firm's practice areas include antitrust, bankruptcy, construction, employment, intellectual property, real estate, securities, tax, and tort law. Supports the design, development and operation of the IT systems infrastructure. Maintains current knowledge of trends and developments affecting the area of specialization. Celebrating diversity. Partners with IT Operations Manager and other stakeholders to improve operational procedures, IT processes, and the security and performance of existing systems. Maintains strong understanding of PCT laws and procedures, and country-specific rules of practice. Send foreign associate client abandonment instructions (e.g. Detail oriented, flexible, ability to meet deadlines and handle multiple priorities. We represent clients in their most important matters across the US and internationally from one office. Undergraduate degree or equivalent required; marketing/business/communications or other related degree a plus. 7+ years of related IT experience with a particular focus in supporting business critical IT infrastructure, in a professional services environment. Must have minimal physical mobility. Strong ability to work well with a wide range of personalities and expectations. This position is responsible for the analysis, recommendation and deployment of support and maintenance plans for these systems, to maximize Firm-wide productivity and minimize disruptions with a focus on cloud based services. Provides 24x7 on-call support and problem triage for IT services. Visit PayScale to research Choate Hall and Stewart salaries, bonuses, reviews, benefits, and more! Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds. Provides heavy calendar management support and consistently interacts with clients via the phone or in person. Self-starter with the ability to work independently, while having good judgment as to when consultation is required. Proficiency with Outlook, MS Word, Excel, and PowerPoint; knowledge of MS Access, website content management systems and CRM a plus. 6 Choate Hall & Stewart jobs including salaries, ratings, and reviews, posted by Choate Hall & Stewart employees. 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. Experience with enterprise backup systems preferred. The Firm's practice areas include antitrust, bankruptcy, construction, employment, intellectual property, real estate, securities, tax, and tort law. Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards. I interviewed at Choate Hall & Stewart (Boston, MA) in Aug 2014 Interview Two choices for interview- one at a super interview night where about 20 other candidates come and go on interviews, and the other one is a regular morning/afternoon type of interview. People have asked 2 questions about working at Choate Hall & Stewart. Choate offers competitive pay and a comprehensive benefits program to our professional staff. While no two days will look the same, primary duties and responsibilities include but are not limited to: • Maintaining and helping execute client project plans, • Aiding portfolio managers with client communications, • Aiding in the creation of customized client presentations, • Proof reading client materials to ensure that all materials are properly formatted and error free, • Produce investment materials in conjunction with team, • Interest in and general knowledge of investments, key industry terms and broad financial concepts, • Ability to work as part of a team and take instruction from team members, • Ability to work independently and exercise sound judgment, • Exceptionally detail oriented and well organized, with the ability to effectively multi‐task and prioritize a large workload with professionalism, • Excellent oral and written communication skills, • Open-minded, flexible, and willing to listen to other people’s opinions, • Strong analytical skills, with the ability to maintain databases and update financial data, •  2-5 years of experience in the investment field, •  Demonstrated interest and aptitude in client service, •  Proficient in Microsoft Office applications, with experience using PowerPoint and Excel in a work environment, •  Ability to multi‐task and adapt to changing priorities with limited oversight. Join Ladders to find the latest open jobs and get noticed by over 90,000 recruiters. This role requires a high level of attention to detail, the flexibility to work in structured and unstructured environments as well as an understanding of investment portfolios and financial planning. The lowest-paid workers at Choate, Hall & Stewart make less than $26,000 a year, while the highest-paid workers can earn over $103,000.
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