Private Wealth Paralegal
About the Role
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- Provide comprehensive paralegal support for complex estate and trust administration matters, including multi-entity and cross-border structures
- Coordinate closely with attorneys, tax advisors, fiduciary officers, and family office representatives to ensure seamless execution of client strategies
- Assist in the preparation, review, and management of estate planning documents, trust agreements, and corporate entity records
- Track and organize entity structures, ownership schedules, and capital activity across private investments and layered LLCs
- Support fiduciary administration processes, including trust distributions, compliance tracking, and documentation management
- Assist with advanced estate planning strategies, including GRATs, private trust companies, and post-mortem planning initiatives
- Maintain detailed records related to cash flow, liquidity events, and high-value assets (including held-away and lifestyle assets)
- Contribute to client deliverables and reporting with a high degree of accuracy and confidentiality
- Deliver a white-glove client experience by supporting a relationship-driven, non-transactional service model
- 5+ years of experience in trust & estate administration, private wealth, or a related legal environment
- Strong working knowledge of estate planning documents, fiduciary responsibilities, and entity management
- Experience supporting UHNW clients, family offices, or complex asset structures preferred
- Familiarity with advanced planning concepts (e.g., GRATs, tax-efficient wealth transfer strategies)
- Exceptional organizational skills with the ability to manage multiple high-priority matters simultaneously
- Proficiency in Microsoft Office; experience with estate visualization or tracking tools is a plus
- Bachelor’s degree and/or paralegal certificate required
EVL_1783967809
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.