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Highlights
- Senior-level paralegal role supporting the Family Office General Counsel across trust administration, corporate transactions, governance, and investments.
- Broad exposure to sophisticated legal matters involving family trusts, ownership entities, holding companies, M&A activity, and related-party transactions.
- Highly visible position working directly with family office leadership, trustees, company officers, outside counsel, accountants, and investment advisors.
Our Client
Our client is a well-established insurance and financial services organization with a long history of serving employers and individuals across the country. The organization offers a broad range of insurance products and is known for its commitment to customer service, long-term stability, and employee development.
The Role
The Senior Law Analyst will support the Family Office General Counsel and provide legal support across trust administration, corporate governance, transactions, investments, and other family office matters. This individual will prepare and review legal documents, conduct legal research, coordinate transaction activities, and work with internal and external stakeholders to manage legal matters and projects.
- Prepare, review, organize, and manage legal documents related to trusts, corporate governance, investments, transactions, and entity matters.
- Support M&A and other transactions through due diligence, virtual data rooms, closing deliverables, closing conditions, and post-closing obligations.
- Conduct legal research and analysis and communicate findings to attorneys, family members, trustees, company leadership, and other stakeholders.
- Coordinate legal projects with trustees, family office teams, company officers, outside counsel, accountants, investment advisors, and other external advisors.
Maintain legal records, closing materials, and matter-tracking systems while identifying opportunities to improve legal workflows, efficiency, visibility, and risk management.
Qualifications
- Bachelor’s degree preferred; ABA-accredited paralegal certification may be considered in lieu of a bachelor’s degree.
- 5+ years of legal assistant or paralegal experience in areas such as trust administration, corporate governance, transactions, investments, M&A, employee benefits, litigation, or general corporate matters.
- Experience drafting and managing legal documents and supporting due diligence, transaction closings, entity records, and special legal projects.
- Strong analytical, organizational, project management, written, verbal, and interpersonal communication skills.
