Executive Assistant & Paralegal — Wealth & Family Office

StevenDouglas; North Palm Beach (FL); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

StevenDouglas in North Palm Beach, FL is seeking a Paralegal / Executive Assistant to support one of its fastest-growing partners in wealth management and family office services. Responsibilities include managing the partner’s calendar and travel, preparing for client meetings, and ensuring every to-do is assigned, tracked and completed across the team, including support for trust and estate documents.

Local to North Palm Beach or a realistic commute is preferred; on-site, five days a week.

Qualificações

• Paralegal or EA experience with trusts/estates, private client, wealth management or family office exposure 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

Responsabilidades

• Manage a demanding calendar, 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

Conhecimentos

Paralegal

Executive assistant

Attention to detail

Discretion

Outlook

Word

Excel

PowerPoint

Legal background

Ferramentas

Outlook

Word

Excel

PowerPoint

Descrição da oferta de emprego

StevenDouglas in North Palm Beach, FL is seeking a Paralegal / Executive Assistant to support one of its fastest-growing partners in wealth management and family office services. Responsibilities include managing the partner’s calendar and travel, preparing for client meetings, and ensuring every to-do is assigned, tracked and completed across the team, including support for trust and estate documents.

Local to North Palm Beach or a realistic commute is preferred; on-site, five days a week.