Private Client Legal Assistant

Prosum; Los Angeles (CA); Híbrido; USD 100.000 - 110.000; Jornada completa

Descripción de la vacante

Prosum is hiring a Private Client Legal Assistant (Trusts & Estates) in Los Angeles, CA, offering a hybrid work arrangement (3 days onsite). The role supports attorneys with high-net-worth client service, estate planning document preparation, and calendar/billing coordination.

The ideal candidate has 5+ years in Trusts & Estates, estate planning experience, and notary certification or willingness to obtain one. Prosum values discretion, organization, and client-focused professionalism.

Formación

• Minimum 5+ years of Trusts & Estates experience.
• Estate planning experience required.
• Notary Public certification or willingness to obtain.

Responsabilidades

• Serve as a primary contact for high-net-worth and high-profile clients.
• Coordinate meetings, calls, and travel logistics.
• Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney).
• Draft and edit correspondence and standard legal documents.
• Manage attorney calendars, deadlines, and deliverables.
• Track estate planning timelines and key filings.
• Assist with time entry and billing processes.
• Organize trust records, tax filings, and asset documentation.
• Support multiple attorneys or within a team structure.

Conocimientos

Attention to detail

Discretion with confidential info

Client-focused

Communication skills

Educación

Notary Public certification

Herramientas

Microsoft Office

Legal/billing software

Descripción del empleo

## Private Client Legal Assistant**Los Angeles,CA90067**Employment Type:PermJob Number: 25598Remote Options: Hybrid## 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*** 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**Legal Administrative Support*** 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**Calendar & Workflow Management*** Manage attorney calendars, deadlines, and deliverables* Track estate planning timelines and key filings* Prioritize urgent client matters and workflow**Billing & Financial Coordination*** Assist with time entry and billing processes* Track invoices and coordinate with accounting* Support documentation related to trusts and client accounts**Trust & Estate Support*** 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**General Administrative Support*** 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