Family Office Legal Assistant
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Overview
Job Description
Job Title: Family Office Legal AssistantLocation: Boca Raton, FL 33431Salary: Up to $100,000Schedule: 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
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