Private Client Associate - Trusts & Estates (Hybrid)

William James Recruitment; Boston (MA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Hybrid working arrangement

Job summary

William James Recruitment is assisting a prestigious Boston law firm in recruiting an experienced Private Client Associate to join its sophisticated trusts and estates practice. The role focuses on advising high-net-worth individuals and families on estate planning and administration.

The ideal candidate has 4+ years of trusts and estates experience, excellent technical and client skills, and a track record of building long‑term client relationships.

Qualifications

• 4+ years of experience in trusts and estates/private client work.
• Strong technical experience and excellent client skills.

Responsibilities

• Advising high-net-worth individuals and families on sophisticated estate planning matters.
• Preparing and drafting wills, trusts and other estate planning documents.
• Advising on wealth transfer and succession planning.
• Advising on lifetime gifting and charitable giving.
• Handling estate and trust administration matters.
• Advising clients on complex trust and estate matters.
• Working closely with other professional advisers to deliver tailored solutions.
• Developing and maintaining strong, long-term client relationships.

Skills

Trusts & Estates experience

Client relationship skills

Drafting documents

Job description

William James Recruitment is assisting a prestigious Boston law firm in recruiting an experienced Private Client Associate to join its sophisticated trusts and estates practice. The role focuses on advising high-net-worth individuals and families on estate planning and administration.

The ideal candidate has 4+ years of trusts and estates experience, excellent technical and client skills, and a track record of building long‑term client relationships.