Private Client Services Associate

Profile

Job Overview

A law firm seeks a Private Client Services Associate in San Jose, CA. The ideal candidate will have two to four years of estate planning experience and a keen interest in family, financial, business, and tax matters. This role involves working closely with individuals, families, and their advisors to achieve personal and financial goals.

Duties

• Engage in gift and estate tax planning.
• Administer estates and trusts.
• Participate in charitable planning and family succession planning.
• Collaborate with clients and professional advisors nationwide.

Requirements

• Two to four years of estate planning experience.
• Active California attorney bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• California attorney bar license.

Skills

• Analytical and writing proficiency.
• Interpersonal communication.

Benefits

• Comprehensive health care plan.
• Retirement plan.
• Parental leave.
• Short and long-term disability coverage.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306