Private Client Assistant

Consilio Services LLC; Tysons (VA); Hybrid; USD 85,500 - 104,500; Full time

Benefits offered by this job

Free on-site parking

Medical, dental, and vision insurance

401(k) plan

Childcare leave

Commuter benefits

Job summary

Consilio Services LLC is seeking a Legal Assistant for its Tysons Corner office, offering a hybrid work schedule. The role involves supporting attorneys, managing billing, and drafting estate planning documents. Ideal candidates will have at least 2 years of experience in legal assistance, particularly in trusts and estates, as well as proficiency in Microsoft Office. Compensation offers a salary up to $95,000 based on experience and includes a comprehensive benefits package. Free on-site parking is available.

Qualifications

• 2+ years of legal assistant experience (trusts & estates preferred).
• Strong organizational and multitasking skills with high attention to detail.
• Excellent written and verbal communication abilities.

Responsibilities

• Provide comprehensive administrative support to 2+ Private Client attorneys.
• Draft, proof, and format estate planning documents.
• Manage billing support and prepare invoices.

Skills

Legal assistant experience

Organizational skills

Multitasking skills

Attention to detail

Written communication

Verbal communication

Microsoft Office proficiency

Tools

iManage

Tax preparation software

Job description

Consilio’s Direct Hire division is partnering with a top AmLaw firm to identify an experienced Legal Assistant for its Tysons Corner office. This is an excellent opportunity to join a highly regarded Private Client practice supporting trusts and estates attorneys.

Position Overview

• Hybrid schedule: 3 days in-office / 2 remote (flexible, no planned changes)
• Work schedule: 37.5 hours/week (anchor day: Wednesday)
• Office environment: Small, collaborative team (4–5 attorneys, paralegal support, and staff)

Key Responsibilities

• Provide comprehensive administrative support to 2+ Private Client attorneys (including partners)
• Enter attorney time daily using firm timekeeping software
• Draft, proof, and format estate planning documents, including:
  • Wills, trusts, codicils, amendments
  • Powers of attorney, designations, agreements
  • Correspondence, reports, and client communications
• Prepare engagement letters, run conflicts checks, and maintain client files
• Assist with Federal and State estate and gift tax returns and fiduciary matters
• Coordinate high-volume charitable donations for high-net-worth clients:
  • Liaise with charities and track execution
• Act as a liaison between clients, attorneys, accounting, and legal teams
• Manage billing support:
  • Prepare invoices, draft cover letters, coordinate with billing team
• Process expense reports and submit for accounting approval
• Maintain desk procedures for assigned attorneys
• Perform administrative duties such as:
  • Calendar management and deadline tracking
  • Call screening and mail processing
  • Travel coordination and meeting support

Qualifications

• 2+ years of legal assistant experience (trusts & estates preferred)
• Strong organizational and multitasking skills with high attention to detail
• Excellent written and verbal communication abilities
• Ability to work independently and collaboratively
• Proficiency in Microsoft Office Suite
• Experience with iManage or similar systems preferred
• Exposure to tax preparation software is a plus

Requirements

• Authorized to work in the U.S. (no sponsorship available)
• Willingness to complete a background check
• 3+ years of Microsoft Office experience

Compensation & Benefits

• Salary: Up to $95,000 (DOE)
• Free on-site parking
• Comprehensive benefits package including:
  • Medical, dental, and vision insurance
  • 401(k) plan
  • Childcare leave
  • Commuter benefits