Paralegal

2 weeks ago

Los Angeles, California, United States District Partners LLC Full time $60,000 - $95,000 per year

Paralegal

A distinguished national wealth management firm — home to one of the most highly regarded multi-family offices in the country serving ultra-high-net-worth (UHNW) families and individuals. This firm provides bespoke wealth planning, investment management, estate strategies, and complex generational trust work for families with $50MM–$1B+ in assets.

In response to continued growth and demand from UHNW clients, the firm has recently launched a private trust company based in South Dakota. We are now building out a core legal operations team and seeking a Paralegal / Fiduciary Liaison to serve as the bridge between the RIA, attorneys, and the trust company.

This role is based full-time in the Century City office and is ideal for someone with a background in estate planning, trust administration, or fiduciary legal support who wants to operate at an elevated level within a true multi-family office environment.

What You'll Do:

  • Serve as the primary liaison between the RIA, outside counsel, estate attorneys, and the South Dakota trust company.
  • Support trust establishment, administration, compliance, and documentation for complex family structures and high-net-worth clients.
  • Review and coordinate trust agreements, estate planning documents, LLC operating agreements, powers of attorney, distribution requests, and beneficiary communications.
  • Ensure fiduciary activities are compliant with state and federal regulations, internal governance standards, and best practices.
  • Maintain organized digital files, track critical deadlines, and monitor trust-related transactions and documentation.
  • Collaborate with wealth strategists, client service teams, and tax/regulatory professionals to implement planning strategies.
  • Support and enhance operational processes as the trust company continues to scale nationally.

What You'll Have:

  • Paralegals with experience in trust & estates, fiduciary law, probate, or private client services.
  • Professionals coming from law firms, trust companies, private banks, or family offices.
  • Someone who thrives in a high-accountability, high-confidentiality environment serving UHNW families.
  • A detail-obsessed executor who loves organization, process, and protecting fiduciary integrity.

  • A team player who wants to be at the core of something growing and exciting — building out a private trust company alongside top wealth strategists in the country.

  • 3–7+ years of paralegal or fiduciary administration experience.

  • Trusts & Estates, probate, fiduciary compliance, or advanced legal support experience preferred.
  • Familiarity with South Dakota, Delaware, Nevada or other trust-friendly jurisdictions a plus.
  • Bachelor's degree or Paralegal Certification required; advanced legal training or CTFA a plus.
  • Impeccable ethics, discretion, and client-facing professionalism.

Why This Firm:

  • National platform with boutique family office service.
  • Direct exposure to complex estate structures, dynasty trusts, multi-generational planning, and UHNW strategy.
  • Leadership that invests in professional growth, credentials, and long-term career development.
  • Entrepreneurial culture backed by the stability of a top-tier RIA and trust company.

Location: Century City, CA (On-site, Full-Time)

Compensation: Commensurate with experience

Job Type: Full-time

Pay: $60, $95,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Work Location: In person

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