Private Wealth Services Associate

Profile

Job Overview

A law firm seeks a Private Wealth Services Associate in Richmond to join its esteemed team. This role offers the chance to work on sophisticated matters for high-net-worth individuals, families, and charitable organizations.

Duties

• Advise clients on estate planning, trust and estate administration, and business succession planning.
• Engage in fiduciary matters and represent public charities, private foundations, and charitable trusts.
• Collaborate with experienced practitioners on complex tax and business planning issues.
• Participate in direct client interactions and provide strategic legal solutions.

Requirements

• 1-4 years of law firm experience in estate planning, trust and estate administration, and tax matters.
• Excellent academic credentials and solid law firm work experience.
• Strong written and verbal communication skills.
• Ability to manage multiple matters independently and collaboratively.
• Membership in the Virginia State Bar is required.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Active membership in the Virginia State Bar.

Skills

• Proficiency in legal research and document drafting.
• Strong analytical and strategic thinking abilities.
• Excellent client engagement and relationship-building skills.

Benefits

• Competitive salary with merit bonus opportunities.
• Billable hours credit for pro bono work.
• Professional development and mentorship from experienced practitioners.
• Collegial work environment that values excellence and client service.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (202) 955-5585
Fax : (213) 895-7306