This role focuses on preparing and reviewing legal documents in the areas of trust administration, corporate transactions, contracts, and governance; conducting legal research and analysis with minimal supervision; and communicating information clearly and effectively to family members, internal clients, attorneys, and external parties. Minimum of five years of legal assistant/paralegal experience in a relevant legal specialty, including trust administration, corporate governance, transactions, investments, M&A support, employee benefits, litigation, general corporate matters, and project management.