Legal Operations Associate - Trust & Estate
Legal Operations Associate - Trust & Estate
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$ 60000 - 75000
1 Vacancy
Job Description
The Cerity Partners Family Office is seeking a highly organized and detail-oriented Trust & Estate Operations Associate to join our Estate Planning this role you will manage project workflows review legal documents and prepare client-facing materials. The ideal candidate is eager to learn thrives in a fast-paced environment and brings a proactive problem-solving mindset to all aspects of their work.
Primary Responsibilities:
Project & Workflow Management
Track open items across client teams ensuring timely follow-up and completion
Maintain task and deadline tracking in Salesforce and coordinate across departments
Manage calendars meetings and deliverables for the Estate Planning Group
Legal Support & Documentation
Review and summarize estate planning documents including wills trusts and entity agreements
Build estate flowcharts to visualize document structures and asset distribution
Assist with the preparation of legal documents and the formation of legal entities (LLCs trusts etc.)
Organize file and maintain legal documents and records in a structured and accessible format
Client Presentation & Communication Support
Prepare presentations and analyses for client meetings
Draft summaries and visual aids that clearly explain complex estate structures
Support internal communications across legal operations and client teams
Required Qualifications:
Skills & Attributes:
Meticulous attention to detail with strong organizational and multitasking skills
Able to manage multiple priorities and follow through on deliverables
Strong written and verbal communication skills in a professional setting
Proactive eager to learn and an ownership mentality
Team-oriented and dedicated to upholding the highest standards of confidentiality
Sharp analytical skills with the ability to summarize and organize complex information
Technical Proficiency:
Proficiency in Microsoft Office particularly Excel and PowerPoint
Experience using Salesforce (or similar CRM/project management system)
Comfortable working with legal documents and structured data
Experience & Education:
1-3 years of experience in legal operations project coordination or an administrative role (experience in legal estate planning or financial services preferred)
Paralegal experience or coursework a plus
Bachelors degree required
Notary Public or willingness to become one is a plus
Compensation Range:
$60000-$75000
About Cerity Partners Family Office:
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families blending expert financial estate and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity simplifying wealth management to provide peace of mind for our clients and their legacies.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Employment Type
Full-Time
