Family Office Legal Assistant
$100kMORGAN STEPHENS
Job Title: Family Office Legal Assistant
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 Responsibilities
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 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
- 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
Vacancy posted 3 days ago
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