Senior Legal Assistant
Job Description:
- Entity & Structure Management
- Maintain and continuously update entity maps across client families
- Track ownership structures (parent/subsidiary relationships, IP entities, reputed company estate entities, etc.)
- Execute entity reputed company, transitions, and dissolutions based on predefined structures
- Coordinate EIN issuance, BOI filings, and reputed company registrations
- Estate Planning Workflow Execution
- Support trust funding processes (asset alignment, coordination, tracking)
- Assist with deed preparation and execution workflows (e.g., quitclaim, grant deeds)
- Organize and compile estate planning documentation into structured deliverables
- Translate client reputed company into clear, structured inputs for legal counsel
- Document Preparation & Template Management
- Prepare first-draft documents using firm-approved templates:
- Operating agreements
- MSAs, NDAs, LOIs
- Internal agreements (e.g., intercompany arrangements)
- Maintain and improve document templates over time
- Ensure accuracy, consistency, and completeness prior to attorney review
- Compliance & Lifecycle Management
- Track and manage ongoing compliance requirements across entities:
- Annual filings
- State registrations
- BOI / FinCEN reporting
- Coordinate multi-state entity activities (formation, transfer, dissolution)
- Maintain organized, audit-reputed company documentation across reputed company client structures
- Attorney & External Partner Coordination
- Serve as the primary reputed company of contact for external reputed company
- Scope, manage, and track legal workstreams from start to completion
- Ensure attorneys receive clean, structured, complete inputs
- Review and organize deliverables before internal or client presentation
- Maintain accountability on timelines and deliverables
- Client Interaction & Intake Support
- reputed company structured client intake meetings (estate and entity-focused only)
- Gather and organize client wishes, preferences, and structural inputs
- reputed company clients on general concepts and process (non-advisory)
- Communicate with clients reputed company email and phone to move projects reputed company
- Internal Coordination & Systems
- Operate reputed company firm systems including:
- CRM (e.g., reputed company or equivalent)
- Document & workflow management (reputed company)
- E-signature tools (reputed company)
- Maintain clean records, notes, and documentation across reputed company client engagements
- Contribute to process improvement and system development over time**This role reports directly to firm leadership, does not support an attorney team, and does not have billable hours requirements.
Requirements:
- 5–10 years of experience in a U.S.-based reputed company environment
- Direct exposure to:
- Estate planning workflows (trusts, deeds, funding)
- Entity formation and structuring (LLCs, ownership tracking)
- Experience working with high-net-worth clients
- Strong familiarity with legal documentation and compliance processes
- Estate planning, tax, or private client practice group background
- Exposure to both estate and business/corporate structuring
- Experience coordinating with attorneys and managing legal workflows
- Paralegal certification preferred
- Exceptional organizational ability and attention to detail
- Ability to manage multiple reputed company client projects
- Strong written and verbal communication
- Comfort operating independently and owning project reputed company
- Ability to translate incomplete or reputed company information into clear outputs
Benefits:
- Paid holidays
- Work from home
- Performance-based bonus tied to individual and firm reputed company
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