Senior Private Wealth Paralegal—Estate & Trust Expert
Willkie Farr & Gallagher
Willkie Farr & Gallagher LLP in New York seeks a Senior Paralegal Specialist to support the Private Wealth Department, focusing on high-wealth clients and multi-million dollar trusts and estates.
The role includes managing junior paralegals, onboarding, training, and coordinating with attorneys and advisors; requires 15 years of experience, a college degree or paralegal certificate, and proficiency with Microsoft Office, Adobe Acrobat Pro, and iManage.
#J-18808-Ljbffr- BCG Attorney Search in New York is seeking a Private Wealth Associate with 2-6 years of experience in high-end trust and estate planning to join our distinguished team. The ideal candidate holds a JD from an accredited law school, is admitted to the New York State Bar,...Private
$200k - $215k
...Willkie Farr & Gallagher LLP is looking for a Senior Paralegal Specialist to support our Private Wealth Department. Willkie is an elite international law... ...wealth, high-profile clients on multi-million dollar trusts & estates and probate matters. The successful candidate...SeniorPrivateWork at office3 days per week- J.P. Morgan Asset & Wealth Management, with client assets of approximately... ...banking services including trusts and estates, loans, mortgages, and... ...(COE) supports the Global Private Bank by driving consistency,... ...activities.DescriptionThe Senior Product Associate - Administration...SeniorPrivateWorldwideFlexible hours
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York.... ...will involve collaborating with clients on estate planning, providing trust administration... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
- Neuberger Wealth's Advice, Planning & Fiduciary Services Team seeks a senior professional to lead complex tax, trust and estate planning for UHNW clients in New York. You will advise on pre-liquidity and charitable planning while coordinating with internal teams and outside...Senior
- Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates) Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia... ..., such as direct deal/shareholder documents, private fund subscription agreements, investor...PrivateWork at officeImmediate start
$250k - $300k
...seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic... ...ideal candidate will have over 9 years of experience in private real estate and alternative asset management. Compensation...SeniorPrivate- ...communities and the planet we all share.HSBC Private Banking’s Trust & Fiduciary Services team supports... ...tax compliance across trusts, estates, charities and related vehicles—strengthening... ...to colleagues and clients.As our Senior Fiduciary Tax Manager, you will:Own the...SeniorPrivate
- The J.P. Morgan Private Bank offers individuals and families personalized... ..., capital markets, trusts & estates, and banking capabilities. For... ...for overseeing a senior team of trust professionals... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...Private
- Global Private Bank - Solutions Training Program (US / LATAM / APAC... ..., credit, banking and Trust & Estates practices. This individualized... ...build, preserve and manage their wealth over time.Our Private Banking... ...training and mentorship from senior leaders to projects that engage...PrivateFull time
$85k - $160k
...self-starter with a passion for estate settlement administration, the... ...our business.OUR IMPACT Wealth ManagementAcross Wealth Management... ...technology, data, and design. Private Wealth Management (PWM)Goldman... ...and beyond.The Goldman Sachs Trust Company (GSTC)An essential component...PrivateFull timeTemporary workPart timeWork at office$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...will possess the credibility to cultivate trusting relationships with established clients and with...SeniorPrivateFull time$100k - $130k
...NY Summary The Firm’s private clients practice helps... ...and administer family wealth, and plan for the transmission... ...into confidential estate plans that reflect clients... .... The Private Clients paralegal will provide support to... ...in all aspects of trust and estate administration...Private practiceWeekend workAfternoon shiftEarly shift$170k - $210k
...business management, tax, estate, insurance, and more,... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...bench of functional experts in all areas of wealth... ...will help a wide range of private investors, business... ...management.Job Summary:The Senior Wealth Advisor focuses...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$98k - $162.5k
...clients in partnership with a private bank credit team. Key responsibilities... ...requirements. The Global Wealth Investment Management-Sr... ...(individuals, family offices, trusts, special wealth vehicles, etc.... ...marketable securities, commercial real estate, fine art, hedge fund, yacht,...SeniorPrivateFull timeBank staffWork at officeDay shift$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients... ...members of their broader wealth management teams to... ...Prepare and review gift, trust, partnership, corporate, and private foundation tax returns... ...planning, tax advisory, estate planning, and family office...SeniorPrivateWork at officeFlexible hours$174k - $261k
...skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client Services business was founded 50... ...advisor and trust company, offering comprehensive wealth management, and overseeing some $35 billion...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client books... ..., and delivering comprehensive wealth management solutions. The role... ...investments, banking, and trust services to enhance client experience...SeniorPrivate
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot. New York, NY. Tax Partner - Private... ...week) Employment Type: Full-Time Seniority Level: Executive Overview Our... ...structures, and multigenerational wealth transfer strategies. Key Responsibilities...PrivateFull timeWork at officeRelocation1 day per week
- ...Park Ave, New York, NY, seeks a Private Banker Associate for the U.S.... ...Bank. You will assist a Senior Banker in building and managing... ...leveraging investments, banking, trust services and financial planning to deliver comprehensive wealth solutions. The role emphasizes...SeniorPrivate
- ...in partnership with a private bank credit team. Key responsibilities... ...requirements. The Senior Credit Underwriter is... ...with strategic wealth clients, driving funded... ...individuals, family offices, trusts, special wealth... ...securities, commercial real estate, fine art, hedge fund,...SeniorPrivateBank staff
$70k - $120k
...law practice focused on sophisticated estate planning and wealth preservation. Work alongside experienced attorneys on meaningful Trusts & Estates matters. Hybrid schedule with... ...at least 2 years of Trusts & Estates paralegal experience. Estate planning experience...Work at officeFlexible hours3 days per week$350k
...service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance.... ...Our client is seeking a Senior Advisor/ Banker who... ...management, and trust and estate planning. Work collaboratively... ...' experience in the wealth management industry as...SeniorPrivate$120k - $160k
...JPalmer Collective is seeking a Senior Paralegal with deep experience in commercial lending or... ...This individual will operate as a high-trust, internal-facing operator, working across... ...lending, asset-based lending, private credit, or specialty finance Deep familiarity...SeniorPrivateFull timeContract workPart timeWork at office2 days per week$75k - $150k
As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the...Work at office- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement... ..., and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr NeubergerSeniorPrivate
$100k - $130k
...Senior ParalegalCalamos Investments is a diversified... ...convertible, fixed income, private credit, equity, and... ...include financial advisors, wealth management platforms,... ...Miami area.The Senior Paralegal is responsible for all... ...fund, global fund, real estate, etc.). The successful...SeniorPrivateTemporary workFlexible hours$87.5k - $120k
...Senior ParalegalAt Chanel, we are focused on creating an inclusive... ...:CHANEL is seeking a Senior Paralegal to join our Legal team in New... ...compliance. You will serve as a trusted partner to attorneys and... ...ParkingAdditional Information:Chanel is a private company whose values are...SeniorPrivateTemporary workWork at officeRemote workFlexible hours- ...Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands... ...solutions to institutional and private wealth investors around the world,... ...December 31, 2025. The Opportunity The Senior Paralegal will be responsible for providing support...SeniorPrivateWork experience placementInterim roleWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Paralegal—Estate & Trust Expert. Be the first to apply!
- administrative legal assistant New York, NY
- paralegal document review New York, NY
- temporary legal assistant New York, NY
- personal injury legal assistant New York, NY
- estate paralegal New York, NY
- real estate legal assistant New York, NY
- travel paralegal New York, NY
- law clerk part time New York, NY
- trademark paralegal New York, NY
- paralegal New York, NY




