Private Wealth Associate

Job Overview

A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Los Angeles, California. The ideal candidate will have over two years of experience in high net-worth estate planning within a recognized Trusts & Estates practice. Candidates with a background in transactional or tax work interested in transitioning to a Private Wealth practice may also be considered.

Duties

• Advise high-net-worth individuals and family office structures.
• Manage trust and estate planning administration.
• Handle probate filings.
• Prepare and submit estate and gift tax returns.
• Engage in related legal matters.

Requirements

• 2+ years of experience in high net-worth estate planning preferred.
• Background in transactional or tax work is advantageous.
• Experience with charitable planning is a plus.
• Excellent academic credentials.
• Strong interpersonal skills.
• Client-team focused work ethic.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of California.

Skills

• Proficiency in trust and estate planning.
• Strong analytical and problem-solving abilities.
• Effective communication skills.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

Providing sophisticated top-quality legal representation nationally and globally, this full-service law firm offers services in areas of corporate, financial services, litigation, real estate, commercial finance, intellectual property, and trusts and estates. The firm's clients include public and private companies, Fortune 100, government and nonprofit organizations, and individuals. The firm has a collaborative and collegial environment where the most talented team of lawyers and professionals create creative and strategic solutions for clients' needs. In addition, the firm has an innovative team that provides strategies using new processes and software. The firm is committed to providing pro bono service and sponsoring a variety of programs that support education, arts and culture, health and welfare, and human rights. Focused on attracting diverse talents the firm provides various training and mentoring programs for professional growth. This nationally recognized firm has all the features of a successful law firm: highly skilled attorneys, amazing staff, a supportive work environment, and a competitive salary with great benefits.