Job Description
Job Description
Position: Senior Paralegal
Location: Boca Raton, FL (On-site)
Schedule: Full-time | Monday–Friday, 9:00 AM–5:00 PM | No weekends
Compensation: Up to $90,000/year (commensurate with experience)
Status: Permanent, full-time
About the Role
A boutique ultra-high-net-worth family office in Boca Raton is seeking a polished, detail-oriented
Senior Paralegal to support trust & estate administration, corporate governance, and family
office operations. This role offers long-term stability in a private, highly professional
environment.
Key Responsibilities
? Manage trust administration (excluding probate), including asset tracking and beneficiary
distributions
? Prepare and maintain corporate bylaws, entity formation/dissolution filings, and board
resolutions
? Authorize and maintain corporate signers and documentation for internal and external
use
? Maintain trust and FBO bank accounts, reconcile monthly statements, and prepare
internal activity reports
? Administer trust and family office systems and recordkeeping
? Draft, index, redact, archive, and manage legal and corporate files
? Ensure compliance and audit readiness for all documentation
? Conduct legal research related to trust terms, state filings, and corporate governance
? Prepare reporting packages for internal and external stakeholders
? Coordinate with banks, corporate agents, service providers, and external counsel
? Provide high-level executive administrative support, including scheduling and document
execution tracking
Qualifications
? 3–7+ years of experience as a paralegal, legal assistant, or trust administrator in a family
office, trust & estates, or corporate law setting
? Demonstrated experience with trust administration and corporate governance filings
? Strong organizational and file management skills across complex legal and financial
documentation
? Proficient in drafting state filings, corporate bylaws, trust documents, and maintaining
banking structures
? Exceptional attention to detail, deadline-driven, and highly reliable
? Excellent written and verbal communication skills
? Proven ability to handle confidential matters with discretion and professionalism
? Paralegal certificate or bachelor's degree.
? Experience working with high-net-worth clients or big-dollar trusts/family offices.
? Familiarity with specialized trust/corporate software and bank account management
systems.
EOE