Annuities Specialist

Job Locations US-MA-Boston | US-NY-New York | US-NC-Charlotte | US-GA-Atlanta
Job ID 2022-3134
Business Intake


The Boston office of Nelson Mullins seeks an IP Annuities Specialist to support the firm’s patent prosecution practice.  The IP Annuities Specialist interfaces daily with our annuity service provider, firm attorneys and departments, clients, and foreign agents to ensure timely instruction and payment processing of our clients’ annuities.  This role requires comfort and familiarity with annuities and docketing processes, as well as excellent attention to detail and asset management to minimize liability to the firm in the annuities area.

A Day in the Life

  • Send client notifications/reminders re: annuity deadlines on an advanced monthly schedule.
  • Communicate with foreign agents regarding annuities when applicable.
  • Instruct payment of foreign patent annuities and U.S. maintenance fees in online payment software and maintain updated contact information/case statuses.
  • Interface with annuity service provider daily to answer questions and ensure accurate information.
  • Track and enter standard attorney fees for annuity payment service and submit annuity service provider invoices for fee payments.
  • Identify and prompt attorneys for disengagement of “inactive” clients for which we no longer handle services.
  • Ensure annuities are properly set up or completed for file intakes/outgoing transfers.
  • Interface with firm attorneys, paralegals, assistants, and Foreign Filing regarding appropriate language to be used in foreign correspondence to ensure annuities and accumulated fees are appropriately handled, including those due close to filing/grant.
  • Verify patent expiration dates in concert with Docketing department.
  • Manage complex portfolios involving monitoring/licensing situations with respect to annuity payments.
  • Docket and de-docket annuity-related deadlines in CPI.

We Know You

Ideal candidate has 3+ years of IP annuity and/or IP docketing experience, preferably in a high-volume law firm environment.  Full-service IP paralegal support experience may also be accepted.  It is imperative that the candidate have superb attention to detail and communication skills.  Candidate should also have strong organization and prioritization skills, the confidence and knowledge to synthesize information and work independently, the ability to stay calm under pressure, and should be team-oriented.  Experience with CPI and AMS a plus, as is experience with administrative rights in an IP docketing database.


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