Executive Paralegal - Family Office & Wealth Services

Certuity; North Palm Beach (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Certuity, a boutique wealth management firm in North Palm Beach, Florida, seeks a Paralegal to provide executive support to the Head of Family Office and administrative support to family office clients.

The Paralegal covers client documents, account administration, and coordination with outside attorneys, accountants, and trustees. The role does not provide legal, tax, or investment advice and candidates could work as a full-time contractor or employee.

Qualifications

• Bachelor's degree or ABA-approved paralegal certificate.
• Ten or more years of paralegal or executive support experience.
• Experience in trusts and estates, private client services, or financial services is necessary.
• Confident and comfortable communicating with colleagues, clients, and business partners and following up when action is needed.
• Excellent interpersonal and communication skills with a polished, professional presence.
• Experience coordinating business travel, including booking flights, hotels, ground transportation, and maintaining travel itineraries.
• Highly computer literate with proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, and the ability to quickly learn new software and systems.
• Strong judgment and discretion when handling confidential information.
• Flexible, dependable, and willing to assist with both executive-level responsibilities and day-to-day office needs.
• Positive, team-oriented attitude with a strong commitment to exceptional client service.

Responsibilities

• Manage the Partner’s calendar and schedule, including coordinating internal and external meetings, client appointments, calls, and other commitments.
• Coordinate business travel, including booking flights, hotels, ground transportation, and maintaining travel itineraries.
• Support client and internal meetings, including coordinating logistics, preparing materials, taking and organizing notes, and tracking follow-up items.
• Assemble and submit signature packets and track the status of each signature.
• Collect and maintain identity and source-of-funds documents for new client relationships.
• Maintain client files in the document management system and apply naming/retention standards.
• Support onboarding of each new client family and track open items to completion.
• Collect facts and documents requested by advisers and confirm proper approvals.

Skills

Paralegal experience

Executive support

Trusts & estates

Client service

Travel coordination

Discretion

Office administration

Education

Bachelor's degree

ABA-approved paralegal certificate

Tools

Microsoft Office Suite

Outlook

Word

Excel

PowerPoint

Job description

Certuity, a boutique wealth management firm in North Palm Beach, Florida, seeks a Paralegal to provide executive support to the Head of Family Office and administrative support to family office clients.

The Paralegal covers client documents, account administration, and coordination with outside attorneys, accountants, and trustees. The role does not provide legal, tax, or investment advice and candidates could work as a full-time contractor or employee.