drjobs Family Office Legal Assistant

Family Office Legal Assistant

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1 Vacancy
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Job Location drjobs

Boca Raton, FL - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Title: Family Office Legal Assistant
Location: Boca Raton FL 33431
Salary: Up to $100000
Schedule: On-site Monday through Friday (no remote work)

Important Note:
Applicants must have a minimum of 5 years of experience in wills trusts and estates law. Candidates who do not meet this requirement should not apply or schedule a call as their appointment will be canceled.

About the Company
Our client is a highly respected private trust company headquartered in Boca Raton FL. They provide comprehensive legal financial and administrative services to a high-net-worth family. The company handles complex estate planning trust administration and corporate governance with a strong emphasis on confidentiality precision and professionalism.

Position Overview
The Family Office Legal Assistant will play a key role in supporting attorneys and senior executives with estate planning and trust-related legal operations. This is a unique opportunity to work in a private in-house setting assisting with highly sophisticated legal matters that directly impact long-term family wealth preservation.

Key Responsibilities

  • Assist attorneys and executive staff with estate planning and trust administration

  • Draft and manage legal documents including wills trusts powers of attorney and court filings

  • Liaise with external legal counsel CPAs wealth advisors and financial institutions

  • Maintain and safeguard confidential legal files and compliance documentation

  • Oversee corporate governance and entity documentation as needed

  • Manage legal correspondence track deadlines and provide administrative support for legal functions

Required Qualifications

  • Minimum 5 years of experience in wills trusts and estates law

  • Strong working knowledge of trust and estate planning probate and legal document preparation

  • Prior experience in a law firm family office or private trust environment

  • Excellent communication and writing skills

  • Highly organized detail-oriented and able to maintain discretion in sensitive matters

  • Experience with high-net-worth or international estate structures is a strong plus

Employment Type

Full Time

Company Industry

About Company

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