Private Client Legal Assistant

Prosum; Los Angeles (CA); Hybrid; USD 100,000 - 110,000; Full time

Job summary

Prosum in Los Angeles, CA is seeking a Private Client Legal Assistant (Trusts & Estates) to provide administrative and legal support to attorneys in the Private Client group. This role combines high-touch client interaction with detailed legal admin work.

The position serves high-net-worth clients in a fast-paced environment, handling calendars, documents, billing, and coordination with CPAs and banks, with a hybrid work arrangement (3 days onsite).

Qualifications

• Minimum 5+ years of Trusts & Estates experience.
• 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.

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 information with discretion.
• Legal Administrative Support: Prepare, format, and proofread estate planning documents; draft and edit correspondence and standard legal documents; maintain filing systems.
• Calendar & Workflow Management: Manage attorney calendars, deadlines, and deliverables; track estate planning timelines and filings; prioritize urgent matters.
• Billing & Financial Coordination: Assist with time entry and billing; track invoices; coordinate with accounting; support documentation related to trusts and client accounts.
• General Administrative Support: Prepare materials for meetings; support multiple attorneys or team.

Skills

Trusts & Estates experience

Notary Public

Organizational skills

Confidential information handling

High-net-worth clients

MS Office

Legal/billing software

Tools

MS Office

Legal billing software

Job description

Private Client Legal Assistant (Trusts & Estates)

Location: Los Angeles, CA (Hybrid – 3 days onsite, subject to change)

$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
• 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
• 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