Family Office Legal Assistant

Morgan Stephens
  • Boca Raton, Florida
  • Autofill and Review
14 days ago

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

Numbers & Facts

LocationBoca Raton, Florida

Skills

  • Administrative Skillsunmatched
  • Attorneyunmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Corporate Governanceunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Estate Planningunmatched
  • Financial Administrationunmatched
  • Financial Servicesunmatched
  • High Net Worthunmatched
  • Legalunmatched
  • Legal Support Skillsunmatched
  • Mail Processingunmatched
  • Organizational Skillsunmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

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