Private Wealth Paralegal

About the role

A premier financial services corporation is seeking a highly experienced Trust & Estate Paralegal to support Ultra-High-Net-Worth (UHNW) clients with complex, multi-jurisdictional wealth structures. This role is ideal for a detail-oriented professional who thrives in a fast-paced, high-touch environment supporting sophisticated estate planning and fiduciary administration.

Responsibilities

• Provide comprehensive paralegal support for complex estate and trust administration matters, including multi-entity and cross-border structures
• Closely coordinate with attorneys, tax advisors, fiduciary officers, and family office representatives to ensure seamless execution of client strategies
• Aid in the preparation, review, and management of estate planning documents, trust agreements, and corporate entity records
• Track and organize entity structures, ownership schedules, and capital activity across private investments and layered LLCs
• Support fiduciary administration processes, including trust distributions, compliance tracking, and documentation management
• Aid with advanced estate planning strategies, including GRATs, private trust companies, and post-mortem planning initiatives
• Maintain detailed records related to cash flow, liquidity events, and high-value assets (including held-away and lifestyle assets)
• Contribute to client deliverables and reporting with a high degree of accuracy and confidentiality
• Deliver a white-glove client experience by supporting a relationship-driven, non-transactional service model

Qualifications

• 5+ years of experience in trust & estate administration, private wealth, or a related legal environment
• Strong working knowledge of estate planning documents, fiduciary responsibilities, and entity management
• Experience supporting UHNW clients, family offices, or complex asset structures preferred
• Familiarity with advanced planning concepts (e.g., GRATs, tax-efficient wealth transfer strategies)
• Exceptional organizational skills with the ability to manage multiple high-priority matters simultaneously
• Proficiency in Microsoft Office; experience with estate visualization or tracking tools is a plus
• Bachelor's degree and/or paralegal certificate required

Desired Skills and Experience

• Ultra high net worth wealth management, estate administration, fiduciary tax, gift tax

Benefits

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.