Family Office Paralegal & Operations Manager

We are seeking a highly capable, hands-on, tech savvy Family Office Paralegal & Operations Manager to join a sophisticated single-family office serving three generations. The family is widely recognized for its philanthropic leadership, civic engagement, and long-standing commitment to the public good.This is a high-impact, trusted role with broad visibility across a complex financial and legal ecosystem, including trusts, partnerships, operating companies, and investment entities. Positioned at the center of the organization, you will partner closely with leadership while driving operational excellence, document governance, and seamless cross-functional coordination.This is a full-time role based in Greenbrae, CA, with flexibility for occasional remote work.Why This RoleExceptional environment: A collegial, respectful workplace grounded in purpose and shared valuesHigh impact & visibility: Direct partnership with leadership across a multi-generational enterpriseBuild & improve: Opportunity to design and implement systems and operations — not just maintain themStrong offering: Competitive compensation and benefitsWhat You’ll DoOperations & Office ManagementOversee day-to-day office operations, including facilities, vendors, supplies, and budgetLead office buildout initiatives and manage property relationshipsOwn onboarding logistics for staff and advisors (workspace, systems, access)Serve as the central point of contact for office and operational needsDocument & Information LeadershipDesign and implement a comprehensive records management program across trusts, entities, and investmentsEstablish document classification, retention, and lifecycle policiesBuild and manage a secure, intuitive family/client document portalEnsure accuracy, accessibility, version control, and compliant records destructionAdminister document management platformsMaintain both electronic and physical filing systemsLegal & Compliance SupportDraft, format, and review legal, financial, and corporate documentsAssist in preparing and proofing client-facing materialsTrack deadlines, filings, and regulatory requirementsCoordinate proper execution, notarization, and filing of documentsCoordination & AdministrationLiaise across internal teams, family members, and external advisorsGather information and provide timely updates to stakeholdersPrepare reports and summariesSupport calendars, meetings, and communications as neededMaintain strict confidentiality and discretionTechnology Operations (with outsourced IT)Coordinate managed IT service providers and technology vendorsOversee equipment procurement, setup, and lifecycle managementManage technology budget and inventoryProvide first-line technical support for leadership and office needsSupport implementation of data security best practicesWhat We’re Looking For7+ years of relevant experience in a family office, family-owned business, or legal/financial environmentStrong familiarity with trusts, estate planning, and complex entity structuresExperience building or maintaining records/document management systemsParalegal or similar experience strongly preferredHigh proficiency in Google Workspace, Microsoft Office, and document management platformsAbility to troubleshoot technology issues and coordinate effectively with external vendorsExcellent operational judgment, attention to detail, and organizational skillsComfort operating in a high-touch, high-discretion environment