Careers

Important Note: This role necessitates employees to be present at the Boca Raton, FL office five days a week.
Important Note: A minimum of 5 years of experience in wills, trusts, and estates law is required. If you do not meet this criterion, kindly refrain from scheduling a call as it will be canceled.

Overview of Our Client

Our client is a reputable private trust company located in Boca Raton, FL. They cater to the legal, financial, and administrative needs of a high-net-worth family. Their focus lies in sophisticated estate planning, trust administration, and corporate governance, approached with discretion and a high degree of professionalism.

Job Summary

• Provide assistance to attorneys and executives in matters related to estate planning, trust administration, and other legal affairs
• Prepare and maintain legal documents like wills, trusts, powers of attorney, and associated filings
• Coordinate with CPAs, wealth advisors, and external legal practitioners
• Maintain confidential records and ensure adherence to legal requirements
• Offer administrative support and handle legal correspondence
• Aid in corporate governance and documentation when necessary

Requirements

• Minimum 5 years of experience in wills, trusts, and estates law
• Solid background in trust and estate planning, probate, and legal document management
• Prior experience in a law firm or private trust setting
• Excellent written and verbal communication abilities
• Strong organizational skills, discretion, and attention to detail
• Knowledge of high-net-worth or international estate structures is advantageous

Benefits of Joining

• Be part of a trusted and well-established private trust company
• Engage in high-level estate planning and legal tasks directly
• Enjoy a stable, in-office position in a professional, low-turnover environment
• Make a meaningful contribution to an organization with a long-term perspective