Trust & Estates Legal Assistant

Orionplacement

  • Boca Raton, FL
  • Permanent
  • Full-time
  • 27 days ago
  • Apply easily
Note: This position requires employees to be on-site five days a week at the Boca Raton, FL office.
Note: You must have at least 5 years of experience in wills, trusts, and estates law.About Our ClientOur client is a well-established private trust company based in Boca Raton, FL. They support the legal, financial, and administrative needs of a high-net-worth family. Their work involves sophisticated estate planning, trust administration, and corporate governance, handled with discretion and a high level of professionalism.Job Description
  • Support attorneys and executives with estate planning, trust administration, and related legal matters
  • Prepare and organize legal documents such as wills, trusts, powers of attorney, and related filings
  • Coordinate with CPAs, wealth advisors, and external legal counsel
  • Maintain highly confidential records and ensure legal compliance
  • Provide administrative support and manage legal communications
  • Assist with corporate governance and documentation as needed
Qualifications
  • Minimum of 5 years of experience in wills, trusts, and estates law
  • Strong background in trust and estate planning, probate, and legal document preparation
  • Experience working in a law firm or private trust environment
  • Excellent written and verbal communication skills
  • Highly organized, discreet, and detail-oriented
  • Familiarity with high-net-worth or international estate structures is a plus
Why This Is a Great Opportunity
  • Join a trusted and long-standing private trust company
  • Work directly on high-level estate planning and legal matters
  • Stable, in-office role in a professional, low-turnover environment
  • Contribute meaningfully to an organization with a long-term outlook
JPC-332Must have 5+ years of wills, trusts, & estates law experience. Must have experience preparing trust & estate related legal documents.

Orionplacement