Careers
Careers with Seventh Amendment Holdings
Below are our current open positions available with Milestone or its related entities. All positions are based in Buffalo, NY, unless noted otherwise. If you think you would be an asset to our team but do not see a relevant position open currently, please feel free to reach out!
Director of People Operations
Do you love team-building exercises? Are you that person who goes out of their way to make sure everyone at a party is having a good time? If you have a high emotional intelligence and a bias for action, then you could be a perfect fit for our Director of People Operations role.
As the Director of People Ops at Milestone, your job is to help the CEO and other key executives be better attuned to the successes and challenges of the overall team, filtering both the positives we need more of and the negatives that require large-scale changes/initiatives that must be driven from the top down.
• Bachelor’s Degree
Trust Officer
The Trust Officer will be dedicated to the Special Needs Solutions Team. This position is responsible for serving as a relationship manager on a book of business solely comprised of Special Needs Trusts, Settlement Preservation Trusts, Guardianships & Conservatorships. Candidates for this role should be familiar with all aspects of means-tested benefits and Social Security Administration. In addition, candidates must be able to interact well with disabled beneficiaries and their families, standing firm when necessary, while always maintaining understanding & empathy for each situation.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include
- Manage all types of Special Needs accounts in accordance with the terms of the various governing documents, government agencies, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Perform day-to-day administrative duties associated with ongoing Trust accounts in the Seventh Amendment Trust portfolio, including but not limited to: review, analyze and interpret documents for direction; have face to face interaction with the beneficiaries & their family; review the beneficiary’s needs and develop appropriate plans to maximize benefits & improve overall quality of life; evaluate accounts for completeness and accuracy, monitor and review account transactions; respond to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law and policies and procedures.
- Work actively with attorneys, accountants, beneficiaries, and co-fiduciaries in the administration of Trusts/Estates to abide by the terms outlined in the legal instrument and Court Orders underlying the Trust/Estate and mitigate fiduciary risk.
- Review and discuss discretionary payment requests with Trust beneficiaries and co-fiduciaries in accordance with the terms and standards in the instruments. Provide evaluation and recommendations to the Board of Directors for approval or non-approval of the same.
- Proactively communicate and meet with existing clients on a regular basis to continuously evaluate their needs and deliver high quality service in accordance with service level standards.
- As a part of new business development activities, serve as a representative of the Trust in the market, including attendance at community events, seminars, professional networking events and Board meetings.
- Work alongside Monolith Advisors to open and close accounts and to understand the wealth planning process for all clients.
- Help to develop solutions to most issues brought forth by care managers, beneficiaries and their families, and State Agencies.
Perks
- A few benefits you’re sure to enjoy:
- Health Insurance stipend
- Generous PTO Package
- 401(k) with company match
About Milestone
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. Our suite of companies covers all aspects of the civil justice journey, including life and financial well-being after settlement. Bairs Foundation is our 501(c)3 non-profit organization and will be overseeing the Seventh Amendment Trust.
Why You Should Work Here
- You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
- You will work with people from all departments who are happy to help and teach as you work towards growth.
- You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
- You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a role that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
- 4 Year College Degree required, CTFA or JD desired
- 2 or more years’ experience in a Trust Officer role (Experience with Special Needs Trust Administration is strongly preferred)
- Experience working with caregiver agencies, Medicaid/SSI offices, and/or real estate firms
- Excellent social, verbal, and written communication skills
- Organizational and time management skills; must be able to multi-task and work independently in a professional, fast-paced, and high traffic environment
- Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
- Strong problem solving, project planning and execution skills
- A positive, can-do attitude that motivates and inspires others
- Advanced Microsoft Suite proficiency (Excel, Word, PowerPoint)
Job specs and details:
- Hours: Monday – Friday 9-6
- Salary commensurate with experience
- Office located in Buffalo, NY (a stipend for relocation costs will be provided if necessary)
Office Administrator
Are you that person who your friends depend on to plan get-togethers? Do you consider yourself super-organized? If you’re a “make-things-happen” kind of person, then you could be a perfect fit for our Office Administrator role.
As the Office Administrator at Milestone, your job is to ensure that everything runs smoothly: whether it’s coordinating meetings and travel, organizing important mailings, or problem-solving whatever comes your way, you’re the go-to person for every department in the office.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include
- Manage daily office operations, such as ordering office supplies, sorting all incoming and outgoing mail, monitor and replenish kitchen supplies, and maintaining order and cleanliness of common areas
- Assist with data entry and other administrative tasks
- Liaise with tech support company and answering service, and organize tech initiatives
- Calendar and coordinate conference line/Zoom calls, projects, meetings, and travel
- Provide executive-level support
- Greet and welcome visitors
- Processing all outgoing mail and packages
- Collaborate with the team to determine priority of needs and how to triage projects
- Manage the client-related distributions and mailings
- Uphold confidentiality and handle confidential material and information professionally
- Answer questions regarding mail procedures, postage rates, and other mailing procedures (USPS/FedEx/UPS, etc.)
- Oversee company projects as needed; this is like a group project without the group, but hey, no one ever liked group projects anyway
- Assist with new employee onboarding
- Manage employee birthday and work anniversary celebrations, as well as gifting to clients
Perks
A few benefits you’re sure to enjoy:
- Health Insurance stipend
- Generous PTO Package
- 401(k) with company match
About Milestone Consulting
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we have the honor of working with.
Why You Should Work Here
- You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
- You will work with people from all departments who are happy to help and teach as you work towards growth.
- You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
- You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
- If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
- If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Qualifications/Requirements:
- Bachelor’s degree preferred but not required
- 1+ years’ experience in an office setting
- Proficiency in MS Office – Microsoft Outlook, Word, Excel, and Mail Merge
- The ability to be agile and react quickly to changing priorities
- Not low, not medium, but HIGH attention to detail & administrative skills
- A keen sense of urgency / time management relating to all duties
- Excellent written and verbal communication skills
- NY Notary preferred but not required
Job specs and details:
- Hours: Monday – Friday 9-6
- Salary commensurate with experience
- Office located in Buffalo, New York (this position is in office and NOT remote)
Employment Type
Full-time
Associate Attorney (Remote)
Are you that person who will drop everything to help someone else? Are you a recent law school graduate, or you have a few years’ work experience and you’re thinking that a law firm just might not be for you? If you’re looking to do complex, meaningful work in the context of people’s lives around litigation, then you could be a perfect fit for our Associate Attorney role.
As an Associate Attorney at Milestone, your role is to provide settlement planning services and guidance to top national law firms, to assist with business development, and to support the legal needs of our entities. Your understanding of the law coupled with your superb organization skills and compassion for others make you a critical asset to our daily operations and future growth.
Please note: this role is remote.
** IMPORTANT: TO APPLY **
You will be evaluated and vetted based on your ability to follow instructions.
Do not apply through the contact information on the website.
To Apply: Please call 716-281-1547 for step-by-step instructions.
Key Responsibilities Include
- Develop and nurture relationships with top trial lawyers and law firms across the country.
- Use your knowledge of litigation and settlement strategies to help law firms and plaintiffs excel.
- Provide legal and operational expertise to all entities under the Milestone umbrella.
- Assist with business development initiatives in the mass tort and personal injury space.
- Collaborate with the Case Management team to determine priority of client needs and how to triage projects.
- Collaborate with the Marketing team to develop collateral for trial lawyers and plaintiffs.
- Draft/review settlement-related and other legal documents and assist with preparing and finalizing settlement plans for clients.
- Identify new business opportunities with key players in the legal industry.
- Become an expert and thought leader in all Milestone practice areas.
Perks
- A few benefits you’re sure to enjoy:
- Health Insurance stipend
- Generous PTO Package
- 401(k) with company match
About Milestone Consulting
Milestone Consulting is a fast-growing company with a laser-focus on being the best settlement planning company in the market today. We’re all about working hard and playing hard. Our suite of companies covers all aspects of the civil justice journey, and we’re passionate about the trial lawyers and individuals we get the honor to work with.
Why You Should Work Here
- You will become part of an incredibly crafted and unified company culture with teammates who are truly dedicated to success.
- You will work with people from all departments who are happy to help and teach as you work towards growth.
- You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
- You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
If you’re looking for a role that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great.
If you’d like to be part of a nationally recognized, collaborative and downright amazing team, then we can’t wait to hear from you.
Requirements:
- A Juris Doctor degree from an American Bar Association accredited law school
- Admission to the bar in New York State or another state
- 0-5 years’ experience working in the legal industry
- A minimum of 5 years’ experience with Microsoft Office Suite
- Flexible, adaptable team-player mentality
- Top-notch communication and organizational skills
Job specs and details:
- Hours: Monday – Friday 9-6
- Salary commensurate with experience
- This role will require some travel