Private Wealth Associate

Profile

Job Overview

A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Los Angeles, California. The ideal candidate will have over two years of experience in high net-worth estate planning within a recognized Trusts & Estates practice. Candidates with a background in transactional or tax work interested in transitioning to a Private Wealth practice may also be considered.

Duties

• Advise high-net-worth individuals and family office structures.
• Manage trust and estate planning administration.
• Handle probate filings.
• Prepare and submit estate and gift tax returns.
• Engage in related legal matters.

Requirements

• 2+ years of experience in high net-worth estate planning preferred.
• Background in transactional or tax work is advantageous.
• Experience with charitable planning is a plus.
• Excellent academic credentials.
• Strong interpersonal skills.
• Client-team focused work ethic.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of California.

Skills

• Proficiency in trust and estate planning.
• Strong analytical and problem-solving abilities.
• Effective communication skills.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306