PCG Legal Administrator

JOB SUMMARY:

The Fiduciary Legal Administrator’s primary responsibility is to directly support PCG Fiduciary Counsel, all partner trustees, and trust client services team by assisting with fiduciary and corporate matters relating to the administration of trusts and other fiduciary accounts. The Fiduciary Legal Administrator works closely with PCG Fiduciary Counsel, who will delegate assignments and supervise work. The Fiduciary Legal Administrator also supports members of the trust client services team on complex matters relating to the administration of in-house trusts. The Fiduciary Legal Administrator reports to the PCG Practice Manager.

ESSENTIAL FUNCTIONS:

1. Completes subscription agreements for investment funds to be held in trusts.
2. Drafts loan documents incidental to borrowing of trust assets.
3. Assists with coordination of tax information of complex investments held in trust.
4. Assists partner trustees and trust client services team with tracking information relating to trusts, with matters relating to the administration of complex assets, and on relationships where PCG is providing family office services.
5. Researches and prepare oral and written analysis of issues related to trusts of which partners serve as trustees.
6. Assists with formation, administration and annual reporting of entities.
7. Assists Fiduciary Counsel on other assignments related to the administration of trusts of which partners serve as trustees.
8. Assists PCG Fiduciary Counsel and fiduciary team with trustee succession projects, including review of trust instruments, drafting documents related to trustee succession, and tracking the status of succession. Demonstrates substantive knowledge of the trust documents and what is to be accomplished in the trustee succession documents.
9. Drafts high quality basic estate planning documents, including, but not limited to, powers of attorney, health care proxies, wills, codicils, trusts, trust amendments, trustee transition documents, LLC documents, and promissory notes; prepares beneficiary designation forms, client letters, and estate plan summaries and flow charts.
10. Utilizes HotDocs to draft estate planning documents.
11. Performs other assignments consistent with the execution of the above responsibilities as determined by the PCG Practice Manager and PCG lawyers.
12. Responsible for billing a minimum of 1500 hours of trust-related work.

ESSENTIAL CAPABILITIES:

• Delivers a high quality work product; prioritizes work; follows established procedures to complete individual, team and departmental deliverables.
• Possesses excellent oral and written communication skills to effectively communicate to attorneys, staff and clients
• Consistently acknowledges receipt of and responds timely and effectively to verbal and written requests; able to be trusted to do what is expected or has been promised; encourages others to be responsive and reliable team members; effectively balances specific client demands with the realities of program/project execution; understands when to escalate a situation to supervisor for resolution; closes the loop in timely manner.
• Possesses a strong bias for action; willingly assists colleagues and clients when the need for help arises; takes personal accountability for all initiatives; pursues projects with energy, drive and need to finish even in the face of resistance or setbacks.
• Participates as a team player both within the department, with other departments or with clients; able to quickly find common ground, solves problems with minimum disruption; engenders trust by interacting respectfully to all colleagues and clients; seeks input from others.
• Uses reason and fact to make appropriate decisions within own sphere of responsibility, typically related to day-to-day work or project execution; demonstrates an understanding of when it is necessary to stop project execution to ask for help or guidance; consults with supervisor/team lead on appropriate use of firm's resources; balances need to move project forward with an understanding of the demands on others' time.
• 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.
• Appropriately utilizes firm resources (e.g. secretarial services, copy center). Clearly describes work output needed and deadlines.
• Routinely solicits feedback from assigning attorneys, peers and supervisor; follows up with the feedback provider to gauge improvement over time.
• Seeks out and participates in job-related trainings.
• Proactively covers for other Legal Administrators when they are out of office or as needed during periods of heavy volume.
• Takes initiative to share unique job-related skills with other Legal Administrators and other staff; shares newly acquired knowledge with the Legal Administration team. Is available to answer questions and help other Legal Administrators with assignments as needed.

EDUCATION AND EXPERIENCE REQUIRED:

Law degree or advanced degree and at least two (2) years professional experience within an estate planning practice, wealth management firm or office handing sophisticated estate planning work preferred. Expertise with Word, Excel, PowerPoint and ability to develop other technological know-how. Experience with document automation and CRMs preferred.

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.