Private Client Services Associate

Profile

Job Overview

A law firm seeks a Private Client Services Associate with a minimum of two years of estate planning experience to join their practice group in Clayton, MO. The ideal candidate will demonstrate a strong interest in family, financial, business, and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning.

Duties

• Collaborate with clients on estate and trust administration.
• Advise on gift and estate tax planning strategies.
• Engage in charitable and family succession planning.
• Work closely with professional advisors to meet clients' goals.

Requirements

• Minimum of two years of estate planning experience.
• Active Missouri bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Missouri.

Skills

• Proficiency in estate and trust administration.
• Expertise in tax planning and charitable planning.
• Strong communication and interpersonal skills.

Benefits

• Competitive compensation package.
• Comprehensive benefits package.
• Professional and supportive working environment.
• Commitment to diversity and inclusion.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306