Family Office Legal Assistant
- Boca Raton, FL
- $90,000-100,000 per year
- Permanent
- Full-time
Location: Boca Raton, FL 33431
Salary: Up to $100,000
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 ResponsibilitiesAssist attorneys and executive staff with estate planning and trust administrationDraft and manage legal documents including wills, trusts, powers of attorney, and court filingsLiaise with external legal counsel, CPAs, wealth advisors, and financial institutionsMaintain and safeguard confidential legal files and compliance documentationOversee corporate governance and entity documentation as neededManage legal correspondence, track deadlines, and provide administrative support for legal functionsRequired QualificationsMinimum 5 years of experience in wills, trusts, and estates lawStrong working knowledge of trust and estate planning, probate, and legal document preparationPrior experience in a law firm, family office, or private trust environmentExcellent communication and writing skillsHighly organized, detail-oriented, and able to maintain discretion in sensitive mattersExperience with high-net-worth or international estate structures is a strong plus