Chief of Staff (Ref#096)
On-siteFort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeSenior LevelBusiness DevelopmentSmall
Full TimeSenior LevelSmallBusiness Development
Job Summary
Maintain entity records, operating agreements, and trust documents while conducting first-pass contract review, redlining, and tracking for compliance deadlines. Facilitate the EOS cadence, manage vendor relationships for PEO and IT, and coordinate executive calendars, travel, and confidential correspondence. Liaise with outside counsel on complex matters, support accounting and treasury functions, and manage inbound correspondence for philanthropic relationships. Work on-site in Fort Worth within a small, senior team, balancing a deliberate pace with surge capacity during tax season or transactions.
Required Qualifications
- Minimum 3 years of hands-on experience managing legal documents at a paralegal level, including entity records, operating agreements, trusts, contracts, and corporate governance files
- First-pass contract review and redlining experience, with sound judgment on when to escalate to outside counsel
- Background typically gained as a senior paralegal (corporate, trusts and estates, or transactional), in legal operations or contract management, in trust administration, or in corporate entity management
- Bachelor's degree preferred
- A paralegal certificate or equivalent formal legal training
- No bar admission or active licensure required
- Hands-on PEO administration experience
- Familiarity with EOS
- Comfortable with bill pay and accounts payable
- Technology and AI competence, with the ability to use AI tools effectively in legal and administrative work
- High discretion and a family-office temperament — comfortable handling confidential family and business matters
- Comfortable with a steady, deliberate pace that includes genuinely quiet stretches, balanced with the ability to shift into a higher gear for transactions, deadlines, or family needs
- Proactive ownership — identifies gaps and addresses them without being asked
- High EQ, humility, and backbone in equal measure — willing to do both substantive legal-adjacent work and hands-on administrative tasks, and to push through obstacles with confidence rather than accepting no at face value
- Genuine alignment with a values-based, faith-informed culture
- English required
- Must be based in Fort Worth/DFW area or elsewhere in Texas
Desired Qualifications
- Experience in a family office, RIA, private equity firm, trust company, or small or solo law practice
- A non-practicing JD is also a fit
- Experience with Insperity, ADP TotalSource, or TriNet
- Experience with EOS, including L10 meetings, Rocks, and Scorecards
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