Trust & Estate Operations Associate - Family Office

The Cerity Partners Family Office is seeking a highly organized and detail-oriented Trust & Estate Operations Associate to join our Estate Planning Group.  In this role, you will manage project workflows, review legal documents, and prepare client-facing materials.  The ideal candidate is eager to learn, thrives in a fast-paced environment, and brings a proactive, problem-solving mindset to all aspects of their work.

Primary Responsibilities:

Project & Workflow Management

• Track open items across client teams, ensuring timely follow-up and completion
• Maintain task and deadline tracking in Salesforce and coordinate across departments
• Manage calendars, meetings, and deliverables for the Estate Planning Group

Legal Support & Documentation

• Review and summarize estate planning documents, including wills, trusts, and entity agreements
• Build estate flowcharts to visualize document structures and asset distribution
• Assist with the preparation of legal documents and the formation of legal entities (LLCs, trusts, etc.)
• Organize, file, and maintain legal documents and records in a structured and accessible format

Client Presentation & Communication Support

• Prepare presentations and analyses for client meetings
• Draft summaries and visual aids that clearly explain complex estate structures
• Support internal communications across legal, operations, and client teams

Required Qualifications:

Skills & Attributes:

• Meticulous attention to detail with strong organizational and multitasking skills
• Able to manage multiple priorities and follow through on deliverables
• Strong written and verbal communication skills in a professional setting
• Proactive, eager to learn, and an ownership mentality
• Team-oriented and dedicated to upholding the highest standards of confidentiality
• Sharp analytical skills, with the ability to summarize and organize complex information

Technical Proficiency:

• Proficiency in Microsoft Office, particularly Excel and PowerPoint
• Experience using Salesforce (or similar CRM/project management system)
• Comfortable working with legal documents and structured data

Experience & Education:

• 1-3 years of experience in legal operations, project coordination, or an administrative role (experience in legal, estate planning, or financial services preferred)
• Paralegal experience or coursework a plus
• Bachelor’s degree required
• Notary Public or willingness to become one is a plus

Compensation Range: 

$60,000-$75,000

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.