Executive Assistant Paralegal

Paralegal / Executive Assistant, Wealth Management and Family Office North Palm Beach, FL | On-site, five days a weekA boutique wealth management firm and multi-family office in North Palm Beach is hiring a paralegal/executive assistant to support one of its fastest-growing partners. The partner leads a team serving ultra high net worth families, with a focus on wealth management, estate and trust planning, and family office services. This person is the point of coordination behind a very busy partner. That means keeping the calendar and travel running, preparing the partner for client meetings, and knowing where every open item stands across the team. When a client call ends with several to-dos, this person makes sure each one is assigned, tracked and finished. They support the legal side of the work as well, including trust and estate documents, organizational charts, and account administration.