Overview
This role serves as a key member of the Professional Advisory Team, providing legal, administrative, and client service support to attorneys and advisors. Responsibilities include facilitating effective client interactions, conducting document and entity structure reviews, supporting legal research initiatives, and ensuring accurate preparation and maintenance of legal and corporate records.
Responsibilities
- Serve as a primary point of contact for client inquiries, providing timely, accurate, and professional responses.
- Conduct entity structure clarification consultations and assist clients in understanding legal, compliance, and organizational documentation.
- Lead client binder and documentation review meetings.
- Review legal blueprints, entity structures, organizational documents, and supporting materials.
- Conduct legal, regulatory, and statutory research.
- Provide comprehensive paralegal support to attorneys and Professional Advisors.
- Ensure compliance with applicable laws, regulations, policies, and professional standards.
- Perform additional duties and special projects as assigned.
Required Qualifications
- Associate degree, Paralegal Studies certification, or equivalent experience.
- Minimum 3 years of paralegal, legal support, legal operations, or related experience.
- Experience supporting attorneys in a client-facing environment.
- Excellent communication, organization, and analytical skills.
- Proficiency with CRM and document management systems; Salesforce preferred.
Preferred Qualifications
- Experience supporting estate planning, asset protection, business formations, corporate governance, or corporate law matters.
- Familiarity with entity structuring, corporate compliance, and business advisory environments.
- Experience in a legal, accounting, tax, consulting, or professional services organization.
- Experience supporting complex business entities, trusts, and estate planning matters, including the preparation and review of corporate governance and organizational documentation.
Compensation & Benefits
- Comprehensive medical, dental, vision, and short-term disability coverage provided at no cost to you.
- 401(k) matching program.
- Paid time off: 16 days in the first year and 21 days after one year of employment, plus 7 paid company holidays.
- $35 monthly gym membership subsidy.
Location
Operating within applicable U.S. legal, tax, and regulatory frameworks.