Overview
Litigation and Claims Legal Assistant/Paralegal Jobs in Daytona Beach, FL at Brown & Brown Insurance
About the Role
Santa Barbara Fiduciary is hiring an experienced professional to support complex trust and estate administration and financial concierge services for high-net-worth clients. This part-time, remote role offers flexibility, meaningful work, and the potential to grow into a full-time position for the right candidate. We are a boutique, California-licensed fiduciary firm known for discretion, diligence, and client-centered care. You’ll work directly with a licensed fiduciary on sensitive legal, financial, and personal matters that make a real difference in clients’ lives.
Responsibilities
Trust & Estate Administration
Review trust instruments and interpret terms in accordance with fiduciary and legal standards
Support discretionary distribution decisions and help manage related risk
Conduct periodic trust reviews to monitor administrative health and compliance
Coordinate opening/closing of investment and banking accounts; manage transfers and money movement
Track and reconcile personal, trust, and entity assets and liabilities; assist with valuations and basis documentation
Maintain accurate records and documentation for estate planning, tax filings, distributions, and trust accountings
Collaborate with internal team to provide fully tailored accounting and financial concierge services, and with external professionals on tax filings and financial oversight
Communicate professionally with beneficiaries, attorneys, CPAs, investment advisors, and financial institutions
Support the fiduciary with oversight of distributions, administrative timelines, and internal compliance
Complete administrative forms (e.g., POAs, transfer forms, beneficiary changes)
Assist with clerical support for personal and fiduciary tax preparation
Internal Operations
Support new client onboarding, including engagement letters and data gathering
Maintain and update CRM (Salesforce) with accurate client records
Track time and assist with invoice generation (Timeslips)
Maintain calendar and scheduling
Support occasional internal communications or light marketing efforts
Key Competencies & Qualifications
Strong knowledge of trust administration, fiduciary law, and estate/wealth transfer planning
Familiarity with fiduciary duties, prudent investor standards, and trust accounting/reporting
Comfortable working with HNW clients and professional advisory teams
Excellent written and verbal communication skills
Meticulous attention to detail and strong problem-solving abilities
Proficient with Mac OS, iWork (Pages/Numbers), QuickBooks Desktop, Timeslips, Salesforce, and secure cloud tools (Egnyte, 1Password, Remote Desktop)
Education & Experience
Required: Bachelor’s degree (Finance, Accounting, Business, or related field)
Preferred: CFP, TEP, CTFA, CPA, or JD
Experience: Minimum 5 years of direct trust and estate administration experience (not just estate planning)
Schedule & Benefits
Part-time: 20–30 hours/week
Flexible hours
Fully remote (hybrid optional for local Santa Barbara candidates)
Long-term engagement with potential for full-time growth
Meaningful work with a respected fiduciary firm
Application Process
Applicants must meet all listed qualifications and be willing to complete a pre-employment assessment (~40 minutes) after applying
Qualified candidates will be contacted for a phone or video interview
Background check required before offer
To Apply
Submit your resume and a brief cover letter. We’re excited to hear from professionals who value integrity, excellence, and the opportunity to grow with a boutique fiduciary firm.
Job Types: Part-time, Contract
Pay: $45.00 – $65.00 per hour
Expected hours: 20 – 30 per week
Schedule:
Monday to Friday
Application Question(s):
Are you comfortable working in QuickBooks Desktop and using professional tools like Timeslips or Salesforce (or similar platforms)?
Are you available for a long-term, part-time remote contract position (20–30 hours per week)?
Are you potentially interested in full-time work in the future, if the role were to expand?
re you able and willing to complete a pre-employment assessment (~40 minutes) after applying?
Education:
Bachelor’s (Required)
Experience:
direct trust and estate administration: 5 years (Required)
personal or fiduciary financial planning: 3 years (Required)
Wills, trusts, & estate law: 3 years (Required)
Work Location: Remote
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Title: Litigation and Claims Legal Assistant/Paralegal
Company: Brown & Brown Insurance
Location: Daytona Beach, FL
