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PCG Legal Administrator

Ropes & Gray LLP
New York, NY
United States

About Ropes & Gray
Ropes & Gray LLP is a preeminent global law firm focused on providing the highest-quality advice on our clients’ critical legal and business issues. Our global team of 2,500 talented professionals regularly helps clients meet high-stakes challenges, solve complex problems and achieve key goals. These colleagues work together across a global office network that includes offices in Boston, Chicago, Hong Kong, London, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Tokyo and Washington, D.C.

We are a contemporary firm that can bring more than 150 years of legal and institutional history to bear on the challenges clients face in today’s global, 24/7 business environment. Our collaborative approach gives our clients—which include many of the world’s most respected companies and institutions—ready access to leading corporate, litigation, transactional and regulatory lawyers whose knowledge and experience span industries and geographies.

With an international presence, we focus primarily on the asset management, technology, life sciences, health care and real estate industries. Our clients include global industry leaders, financial institutions, investment firms, private equity firms, hospitals and health care organizations, educational institutions and individuals.

We have consistently been recognized for our leading practices in many areas, including private equity, M&A, life sciences, health care, finance, investment management, hedge funds, tax, real estate, intellectual property, commercial and securities litigation, government enforcement, antitrust, and privacy and data security.
Ropes & Gray is an equal opportunity employer.

JOB SUMMARY:

The PCG Legal Administrator participates as a team member and supports all PCG lawyers by assuming primary responsibility for discrete assignments and ongoing projects that are related to the provision of comprehensive service to the department’s legal and trust clients. The PCG Legal Administrator will report to the PCG Practice Manager. Although this is an overtime-eligible position, minimal overtime is expected.

ESSENTIAL FUNCTIONS:

Prepare estate plan proposals, summaries, flow chart illustrations, beneficiary designations and ancillary estate planning documents.
Follow up with clients/advisors to obtain information necessary to coordinate planning. Address execution or follow-up issues in connection with estate planning.
Coordinate the assembly and distribution of estate planning binders to clients/advisors.
Research specific questions related to clients’ estate plans and assets.
Assist with matters relating to the administration of assets held in trust, including real estate.
Assist with trustee successions, including drafting documents related to trustee succession.
Assist attorneys in preparing for estate planning and trust review meetings, including reviewing documents and preparing summaries.
Assist with formation, administration and annual reporting of entities.
Respond to client inquiries for estate planning documents and information.
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 300 hours of client-related work.
ESSENTIAL CAPABILITIES:

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 two (2) years professional experience within an estate planning practice, corporate practice, or office handling sophisticated estate planning preferred. Expertise with Word, Excel, PowerPoint and ability to develop other technological know-how.

WORKING CONDITIONS:

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.

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