About this opportunity
StevenDouglas lists this Executive Assistant Paralegal opportunity in north palm beach, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Paralegal / Executive Assistant, Wealth Management and Family Office
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
North Palm Beach, FL | On-site, five days a week
A boutique wealth management firm and multi-family office in North Palm Beach is hiring a paralegal/executive assistant to support one of its fastest-growing partners. The partner leads a team serving ultra high net worth families, with a focus on wealth management, estate and trust planning, and family office services.
This person is the point of coordination behind a very busy partner. That means keeping the calendar and travel running, preparing the partner for client meetings, and knowing where every open item stands across the team. When a client call ends with several to-dos, this person makes sure each one is assigned, tracked and finished. They support the legal side of the work as well, including trust and estate documents, organizational charts, and account administration.
What you'll do
Manage a demanding calendar, business travel and meeting logistics
Follow client requests through to completion with the team and report on status
Support estate and trust matters, including document preparation and organizational charts
Handle account administration and client paperwork accurately
Protect confidential client and family information at all times
What we're looking for
Paralegal, executive assistant, or combined experience, with trusts and estates, private client, wealth xxzpjkt management or family office exposure strongly preferred
A legal background is a significant plus
Excellent organization, follow-through and attention to detail
Comfort working with senior leaders and high net worth clients, with a polished presence
Proficiency in Outlook, Word, Excel and PowerPoint
Sound judgment and discretion
Local to the North Palm Beach area, or a realistic commute to it
This role does not provide legal, tax or investment advice.
Worksite address
north palm beach, FL, 33408, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.