Private Wealth Services Legal Support Specialist
Aligned Solutions is seeking a Private Wealth Services Legal Support Specialist for a prestigious firm specializing in high-net-worth individuals and families. This role provides essential legal and administrative support to attorneys within the firm’s Private Wealth Services group. The specialist will assist with estate planning, trust administration, tax documentation, and client correspondence. Ideal candidates are detail-oriented, discreet, and client-focused, with the ability to manage multiple priorities in a fast-paced, deadline-driven environment. Professionalism, excellent communication skills, and a high level of confidentiality are essential. Candidates must also be flexible to work overtime as needed.
Key Responsibilities
Assist in the preparation, editing, proofreading, and processing of estate planning documents, including wills, trusts, powers of attorney, and related correspondence.
Coordinate and manage attorney calendars, including client meetings, court deadlines, and tax-related timelines.
Support attorneys in complying with client-specific requirements, including billing protocols and customized documentation.
Draft, organize, and maintain client files (paper and digital), ensuring accuracy and confidentiality.
Prepare asset summaries, gift and trust funding schedules, and support documentation for tax filings.
Monitor document execution and coordinate with clients, financial institutions, and fiduciaries to finalize legal instruments.
Manage administrative functions such as opening new matters, drafting engagement letters, processing expenses, and travel coordination.
Handle sensitive client inquiries and communications with professionalism and discretion.
Collaborate with paralegals, legal assistants, and other support team members to ensure seamless service delivery.
Provide overflow support and assist with special projects as requested.