Job Details

District Partners has been exclusively retained by 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 Cleveland 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.

Preferred Background:

• 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: Cleveland, Ohio (On-site 4-days a week, remote Friday)

Compensation: Commensurate with experience