Paralegal & Office Manager - Family office - Robert Half : Job Details

Office Manager & Paralegal

Family Office

Location: London

Job Description:

This position combines the roles of an Office Manager and a Paralegal to support the operations of a single-family-multi-branch family office. The successful candidate will manage the office's day-to-day administrative tasks while also providing paralegal support related to trusts, estate planning, and wealth management among other areas. This role demands a high level of discretion, organizational skills, and legal acumen to support the family members and executive team effectively.

Responsibilities:

• Oversee the preparation and distribution of meeting packs, manage agendas for family members and the executive team.
• Manage the facility budget, petty cash, upkeep bills, and liaise with property management and service providers.
• Act as a liaison between family members, stakeholders, concierge service providers, and external legal counsels.
• Conduct legal research, draft, and review legal documents, ensuring all legal documents are correctly filed and easily accessible.
• Assist in performing due legal diligence for investment transactions and in preparing and reviewing contracts, leases, and other legal documents.
• Monitor changes to government regulations and laws pertinent to family office operations and trusts.
• Record keeping, safe administration, and maintaining an efficient filing system and database.
• Perform administrative tasks as required, including scheduling meetings, taking minutes, and organizing legal documentation.

Qualifications:

• Possess a bachelor's degree in Law, Public Administration, Accounting, or Finance.
• Paralegal certification is preferred.
• A minimum of 5 years in an administrative role with direct client interaction experience and/or experience as a paralegal.
• Prior experience in a family office or working with trusts is essential, with international legal correspondence management being a strong advantage.
• Basic understanding of accounting and finance.
• Proficient with all Microsoft Office products, particularly Word and PowerPoint, and familiarity with legal databases.
• Possess strong oral and written communication skills, adhering to the highest confidentiality and fiduciary standards.
• Strong attention to detail, the ability to multi-task, prioritize, delegate, and excellent research skills.
• Be a problem solver, creative thinker, proactive, and self-motivated with the ability to work independently and collaboratively as part of a team.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice

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