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Private Client Legal Assistant
Employment Type:
Perm
Job Number: 25598
Remote Options:
Job Description
Private Client Legal Assistant (Trusts & Estates)
Location
Los Angeles, CA (Hybrid – 3 days onsite, subject to change)
Salary
$100,000 – $110,000
Position Overview
The Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.
This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment.
Key Responsibilities Client Support
Required Qualifications
Preferred Qualifications
Ideal Candidate Profile
Los Angeles, CA (Hybrid – 3 days onsite, subject to change)
Salary
$100,000 – $110,000
Position Overview
The Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.
This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment.
Key Responsibilities Client Support
- Serve as a primary point of contact for high-net-worth and high-profile clients
- Coordinate meetings, calls, and travel logistics
- Handle confidential personal and financial information with discretion
- Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney)
- Draft and edit correspondence and standard legal documents
- Maintain organized digital and physical filing systems
- Manage attorney calendars, deadlines, and deliverables
- Track estate planning timelines and key filings
- Prioritize urgent client matters and workflow
- Assist with time entry and billing processes
- Track invoices and coordinate with accounting
- Support documentation related to trusts and client accounts
- Organize trust records, tax filings, and asset documentation
- Coordinate with external advisors (CPAs, financial advisors, banks)
- Maintain accurate records of client holdings and estate plans
- Prepare materials for meetings and client presentations
- Provide support to multiple attorneys or within a team structure
Required Qualifications
- Minimum 5+ years of Trusts & Estates experience
- Hands-on estate planning experience (required)
- Notary Public certification or willingness to obtain
- Strong organizational skills and attention to detail
- Ability to manage confidential and sensitive information
- Experience working with high-net-worth individuals
- Proficiency in Microsoft Office and legal/billing software
Preferred Qualifications
- Background as a Legal Assistant or Legal Secretary (Trusts & Estates preferred)
- Experience in private client services or estate planning support
- Familiarity with trust administration processes
Ideal Candidate Profile
- Early-to-mid career professional (not entry-level)
- Polished, professional, and client-focused
- Proactive, detail-oriented, and team-oriented
- Strong interpersonal and communication skills
- Comfortable working in a hybrid, in-office environment
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