Private Client Services Associate

Profile

Job Overview
A law firm seeks a Private Client Services Associate with 2-4 years of experience to join their practice group in Redwood Shores, CA. The candidate should have a keen interest in estate planning, including gift and estate tax planning, estate and trust administration, and family succession planning.

Duties

• Assist with estate planning and administration for clients.
• Engage in gift and estate tax planning.
• Support charitable and family succession planning.
• Collaborate with clients and their advisors to achieve financial goals.

Requirements

• 2-4 years of estate planning experience.
• Active California attorney bar license.
• Strong analytical and writing abilities.
• Exceptional interpersonal skills.

Education

• Strong academic credentials required.

Certifications

• California attorney bar license.

Skills

• Proficiency in estate and trust administration.
• Ability to work with high net worth clients.

Benefits

• Comprehensive health care plan.
• Retirement plan.
• Parental leave.
• Short/long term disability.

Company info

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