Family Office Legal Assistant Category Location Boca Raton, Fl
Morganstephens
Boca Raton, FL, US
Up to $100,000; not specified; not specified py
On-site
Estate planning and trust administration
Draft and manage legal documents
Liaise with external counsel and advisors
The Family Office Legal Assistant will play a key role in supporting attorneys and senior executives with estate planning and trust-related legal operations
Job Summary
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.
The company handles complex estate planning, trust administration, and corporate governance with a strong emphasis on confidentiality, precision, and professionalism.
Matching Summary
The Family Office Legal Assistant will play a key role in supporting attorneys and senior executives with estate planning and trust-related legal operations.
Salary
Up to $100,000; Not specified; Not specified
Skills & Requirements
Must-have
Estate planning and trust administration
Draft and manage legal documents
Liaise with external counsel and advisors
Maintain confidential legal files
Oversee corporate governance
Nice-to-have
Experience with high-net-worth clients
Experience with international estate structures
Key Requirements
Minimum 5 years of experience in wills, trusts, and estates law
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