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
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