Legal Assistant

About the Role

We are seeking a detail-oriented Legal Assistant to support our operations by reviewing and analyzing client agreements, trusts, wills, and related documents. You will extract key data elements to ensure accurate account setup and maintenance within the accounting platform. This role requires a strong background in legal studies, excellent reading comprehension, and superior time management skills.

Key Responsibilities

• Analyze and extract critical information from legal documents such as trusts and wills to code accounts accurately.
• Open and maintain accounts based on wealth managers' requests, ensuring precise data entry and account setup.
• Manage account-related documentation and updates to reflect accurate account characteristics.
• Collaborate with wealth management teams to ensure compliance and accuracy in account processing.

Qualifications

• At least 1 year of relevant experience.
• Background in legal studies or paralegal work (law degree not required).
• Strong skills in time management, attention to detail, and reading comprehension.
• Proficiency in MS Office tools is a plus.