What are the responsibilities and job description for the Family Office Legal Assistant position at Morgan Stephens?
Job Title: Family Office Legal Assistant
Location: Boca Raton, FL 33431
Salary: Up to $100,000
Schedule: On-site, Monday through Friday (no remote work)
Important Note:
Applicants must have a minimum of 5 years of experience in wills, trusts, and estates law. Candidates who do not meet this requirement should not apply or schedule a call, as their appointment will be canceled.
About the Company
Our client is a highly respected private trust company headquartered in Boca Raton, FL. They provide comprehensive legal, financial, and administrative services to a high-net-worth family. The company handles complex estate planning, trust administration, and corporate governance with a strong emphasis on confidentiality, precision, and professionalism.
Position Overview
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.
Key Responsibilities
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Assist attorneys and executive staff with estate planning and trust administration
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Draft and manage legal documents including wills, trusts, powers of attorney, and court filings
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Liaise with external legal counsel, CPAs, wealth advisors, and financial institutions
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Maintain and safeguard confidential legal files and compliance documentation
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Oversee corporate governance and entity documentation as needed
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Manage legal correspondence, track deadlines, and provide administrative support for legal functions
Required Qualifications
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Minimum 5 years of experience in wills, trusts, and estates law
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Strong working knowledge of trust and estate planning, probate, and legal document preparation
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Prior experience in a law firm, family office, or private trust environment
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Excellent communication and writing skills
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Highly organized, detail-oriented, and able to maintain discretion in sensitive matters
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Experience with high-net-worth or international estate structures is a strong plus
Salary : $100,000