Our client, a family office spanning generations, is seeking a driven Legal Assistant to join their lean and critical legal team in a #3 capacity, reporting to the General Counsel and the Legal Director. The primary focus of this position will be on the governance and compliance of the family’s trust and other structures, encompassing both US-based and offshore entities. This is an exceptional opportunity to work with a communicative, eclectic, fair, and generous family office in a unique capacity with broad exposure to a host of investment products.
Key Points:
- Fantastic opportunity to receive mentorship, training, and work alongside experienced professionals in a broad legal role
- Offers an excellent chance for career growth, paving the way for advancing into senior roles and assuming greater responsibilities over time
- Be part of a dynamic work environment with a fast pace and a multi-jurisdictional aspect that mirrors the firm’s global presence
- Firm is in office Monday through Thursday and offers the month of August to work from anywhere
Responsibilities:
- Supporting the Legal Director in various daily responsibilities spanning the entire range of functions within the legal group
- Assisting the Legal Director in organizing and managing all legal documents, including structure charts, trust indentures, corporate governance documents, and records
- Collaborating with the investment team to establish and implement protocols and procedures for assessing potential investments
- Drafting investment and distribution memoranda, overseeing the KYC/AML process for trusts and individual family members, and reviewing governance of family entities and associated record-keeping
- Managing and coordinating with all other advisors for principals, such as lawyers, auditors, and tax advisors
- Supporting the Legal Director with any ad hoc projects, which may include tasks related to estate planning
Qualifications:
- At least 2 years of related paralegal, legal assistant, or corporate governance experience required
- Experience in a family office is not necessary, but a commitment to working in a small team environment is essential
- Adaptable, proactive, capable of independent work with minimal supervision, and quick to learn
- Eagerness to learn is key
- Ability to work across multiple detailed projects and collaborate effectively with senior colleagues critical
Compensation Expectations: $120-175K base; $150-225K all-in