The Corporate/Trust Legal Administrator's primary responsibility will be to support PCG partners by assisting with fiduciary and corporate matters relating to the administration of trusts and other fiduciary accounts. The Corporate/Trust Legal Administrator will work closely with PCG Fiduciary Counsel. The Corporate/Trust Legal Administrator will report to the PCG Practice Manager. Although this is an overtime-eligible position, minimal overtime is expected.
Assist PCG partners with their trusteeships - organize and maintain trust database, review and summarize trust instruments, track important trust deadlines, meetings and related fiduciary tasks, and assist with billing of trustees' fees.
Assist internal and external client advisers (including financial, investment and tax advisers) with the collection of trust information, including tax information and asset values.
Review and complete subscription agreements for private investment funds to be held in trusts.
Assist with purchase and administration of complex assets held in the trust, including private investments and real estate.
Draft loan documents related to the borrowing of trust assets.
Assist with gifts to trusts and entity restructures, including completing transfer documents.
Assist with formation, administration and annual reporting of entities.
Assist with trustee successions, including drafting documents related to trustee succession.
Support estate plan drafting team by preparing estate plan proposals, summaries, flow chart illustrations, beneficiary designations and other ancillary documents.
Follow up with clients/advisors to obtain information necessary to coordinate planning.
Assist with other assignments related to the administration of trusts, including research of specific questions.
Perform other assignments consistent with the execution of the above responsibilities as determined by the PCG Practice Manager and PCG lawyers.
Comply with department and firm administrative procedures and policies.
Responsible for billing a minimum of 1500 hours of trust-related work.
Demonstrates strong drafting skills, proofreading, and attention to detail.
Able to maintain strict confidentiality of the firm's internal and personnel affairs and client information. Understands the ethics of the position including ethical rules in regards to confidentiality, billing and client representation and advocacy.
Collaborates effectively and professionally with clients and all levels of personnel, including attorneys, coworkers and administrators.
Owns professional development by seeking out feedback and learning new skills.
Possesses excellent oral and written communication skills to effectively communicate to attorneys, staff and clients.
Must be a proactive self-starter who understands the details within a much larger context.
Must be flexible in order to respond quickly and positively to shifting demands and opportunities and to follow up and follow through.
Able to work under tight deadlines, handle multiple, detailed tasks simultaneously, prioritize appropriately and delegate to resources available.
Must be able to anticipate problems and issues and exercise sound independent judgment.
Possesses excellent organizational skills and consistently delivers high quality work product.
Must be able to work independently with minimal supervision and be a team player in a fast-paced environment.
Must take ownership of deliverables and be accountable.
EDUCATION AND EXPERIENCE REQUIRED:
Law degree or advanced degree and at least three (3) years professional experience within an estate planning practice, corporate practice, or office handling trust client services preferred. Expertise with Word, Excel, and PowerPoint, and ability to develop other technological know-how.
Incumbent is expected to work the hours necessary to fulfill the responsibilities of the position. The above job description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements. Firm management reserves the right to amend and change responsibilities to meet business and organizational needs.
Ropes & Gray