#1978 Trusts & Estates Paralegal

Private investment firm in Ybor City is seeking an in-house Trusts & Estates Paralegal. Company is dedicated to the global asset management for a Forbes 400 family who owns and operates a large closely held company. We provide a wide array of services to four generations of family members, including investment execution, portfolio reporting, tax planning and coordination, wealth transfer strategies, and philanthropy administration.

We are growing rapidly and are seeking a talented, hands‐on individual to work as part of a team interfacing with our worth clients and their affiliated investments. This non-exempt position will be responsible for a variety of administrative work necessary to meet the needs of our clients and Company.

Duties and Responsibilities:

  • Maintain recordkeeping including uploading of information (legal documents, investment documents, bank documents, internal memos, capital statements) to document management system for all entities including foundations, limited liability companies, corporations, individuals, and trusts
  • Update entity management system for entities and maintain entity information
  • Prepare operating agreement/LLC agreements and counterpart signature pages from
  • form documents
  • Complete draft investment subscription agreements for client investments
  • File entity formation documents with state governments and required annual reports
  • Maintain filing system in the office for all affiliated entities
  • Respond to client requests and inquiries, obtain client signatures on documents, and process new client onboarding
  • Assist with material preparation for client and outside meetings
  • Assist Company team members with ad hoc tasks as requested

Skills & Qualifications:

  • Associate degree or higher in a related field
  • Minimum 4 years of experience in office management or document management
  • Paralegal experience is a plus in corporate or trusts/estates
  • Notary public or ability to become notary public
  • Proficiency with Microsoft Office, with strong emphasis on both Word and Adobe
  • Familiarity with iPaladin is a plus but required – training to be provided
  • Ability to become proficient in new software quickly
  • Desire to work in a small collegial environment; ability to self‐motivate and manage multiple tasks and projects
  • Highly detailed and data‐oriented with solid critical thinking, organizational and analytical skills
  • Comfortable taking the initiative and suggesting new ideas, processes, improvements, etc.
  • Communicates effectively with internal and external parties
  • Ability to maintain strict confidentiality in performing duties


  • 10 paid holidays, plus 15 days of PTO for the first three years, 22 days of PTO thereafter
  • (PTO is accrued at 1/12 the amount on the first day of the month starting the 1st of the
  • month after your start date)
  • 401(k) plan with a 100% match up to 4% of your compensation. The employer contributions are immediately vested. You are eligible for the 401(k) the 1st of the month after you start
  • Benefits (eligible 1st of the month after start date)
    • Firm contributed health (with HSA options that have a $1200 employer HAS contribution), dental and vision insurance
    • Firm paid employee short‐ & long‐term disability and life insurance
    • Optional employee paid hospital indemnity, critical illness, accident, voluntary life,
    • AD&D, legal services, and short‐term disability plans
  • Firm paid fringe benefits:
    • Twice per week lunches
    • Refreshments and coffee in office
    • Membership in the Centro Ybor Fitness
    • CenterParking in the Centro Ybor Garage
    • Company provided cell phone and plan

Applicants must be able to pass a background and credit check.

To apply for this job please visit www.infinitytalentfl.com.