Trusts & Estates Client Portfolio Administrator (#3870)
 Dorsey & Whitney LLP | |
medical insurance, dental insurance, life insurance, vision insurance, parental leave, paid time off, paid holidays, 401(k)
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 United States, Minnesota, Minneapolis | |
| 50 South 6th Street (Show on map) | |
 Oct 31, 2024 | |
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We are looking for a Trusts & Estates Client Portfolio Administrator to join our Minneapolis office. In this role, you will take the lead in organizing and managing key client portfolios. As you work closely with practice group leaders and other key stakeholders, you will lead the development and implementation of document management policies, procedures, and best practices. If you are detail-oriented, an effective communicator, and thrive both independently and in collaborative settings, we encourage you to apply. Key Responsibilities Include: - Organize and maintain large legacy case files for complex family and business relationships, including both electronic and paper files. - Create and maintain external databases of client documents and information. - Lead the development and implementation of document management policies, procedures, and best practices for the practice group, in coordination with practice group leader and practice group director, and in consultation with the firm's ethics and loss prevention counsel and records department. - Serve as subject matter expert on the practice group's paper and electronic records policies and procedures. - Coordinate the digitization of paper documents and organization of electronic documents. - Ensure proper usage of the practice group's technology tools for storing client information and documents. - Train practice group staff on T&E's document management policies and procedures. - Foster a culture of compliance and awareness regarding the importance of document management. - Provide ongoing support and guidance to business professionals regarding practice group specific information and document management. - May perform other duties not mentioned above. What we're looking for: - Associate's and/or bachelor's degree. - At least 5 years of law firm experience as a legal assistant or paralegal, or equivalent experience. - Experience with organizing and transitioning from paper files to electronic records. - Understanding of trusts, estates, and other entities commonly used in estate planning for high-net-worth clients. - Experience with document management systems and various office related technology systems. - Excellent organizational and project management skills. - Exceptional attention to detail and accuracy. - Strong analytical and problem-solving abilities. - Effective oral and written communication skills and strong interpersonal skills. - Ability to maintain client and firm confidentiality. - Ability to work independently and collaboratively with cross-functional teams. - Proficiency in NetDocuments is preferred. About Dorsey: Dorsey & Whitney is an AmLaw 100 international law firm with more than 575 lawyers in 21 offices throughout the United States, Canada, Europe and Asia. We are a premier legal counselor to companies worldwide in a wide range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; food, beverage & agribusiness; healthcare & life sciences; and technology. Dorsey offers opportunities for advancement within a collaborative and dynamic environment, with competitive pay and excellent benefits. Our benefits are available to business professionals working 17+ hours/week along with their dependents, including spouses and domestic partners regardless of gender. Dorsey's benefit package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan with Firm contribution; basic and optional life insurance; short and long-term disability; paid time off; up to 8 weeks of paid parental leave with up to an additional 6-8 weeks of paid short-term disability for business professionals who give birth; paid holidays; paid volunteer day; discretionary bonuses (if bonus eligible); adoption assistance; healthcare, dependent care, and transportation pre-tax reimbursement accounts; back-up child and elder care program; education and college advising program; virtual tutoring; wellbeing programs and activities; mass transit program (certain offices); travel assistance program; 24/7 employee assistance program with access to five confidential visits with a licensed counselor at no cost. (Some benefits are subject to eligibility criteria.) Dorsey values the strength that comes from a diverse and inclusive workplace. It contributes to the success of our people and our clients and enriches our experience. We believe that everyone should feel at home and part of our community. We encourage individuals with diverse backgrounds and experiences to apply. One of our greatest strengths is a friendly, cooperative culture that values and appreciates each individual. Dorsey has received external recognition for our welcoming workplace, including: - Mansfield Certification Plus (Diversity Lab) - Best Law Firms for Women (National Association of Female Executives and Flex-Time Lawyers) - 100% rating on the Corporate Equality Index (Human Rights Campaign) - Gold Standard Certification (Women in Law Empowerment Forum) - Top 100 Adoption-Friendly Workplace (Dave Thomas Foundation for Adoption) Reasonable Accommodations: Dorsey is committed to providing disability and religious-based reasonable accommodations, as well as menopause, pregnancy or lactation-related reasonable accommodations. If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5178. How to Apply: Dorsey & Whitney LLP accepts online applications. Please go to the "Careers" section of the Dorsey website at www.dorsey.com/staffjobs and complete Dorsey's online application form. We are unable to accept application materials by mail or email. Dorsey & Whitney LLP is an EEO/AAP/Disabled Vets Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, sex, national origin, sexual orientation, gender identity, affectional preference, disability, age, marital status, familial status, status with regard to public assistance, military or veteran status, or any other legally-protected status. Dorsey & Whitney LLP participates in E-Verify. Please note that Dorsey is not currently accepting search firm submissions in connection with this opening. #LI-TC1 #LI-Hybrid Office Location: Minneapolis, MN | |