Private Client Services Associate

BCG Attorney Search; Clayton (MO); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Professional environment

Job summary

BCG Attorney Search seeks a Private Client Services Associate for its Clayton, MO office. The ideal candidate will have at least two years of estate planning experience and show a strong interest in family, financial, business, and tax matters, including gift and estate tax planning.

The role involves collaborating with clients on estate and trust administration, advising on tax strategies, and working with professional advisors to meet clients' goals in a supportive, diverse environment.

Qualifications

• Two years of estate planning experience required.
• Active Missouri bar license required.
• Juris Doctor (JD) degree required.
• Strong analytical and writing abilities.
• Excellent interpersonal skills.

Responsibilities

• Collaborate with clients on estate and trust administration.
• Advise on gift and estate tax planning strategies.
• Engage in charitable and family succession planning.
• Work closely with professional advisors to meet clients' goals.

Skills

Estate and trust administration

Tax planning

Communication

Interpersonal skills

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Private Client Services Associate with a minimum of two years of estate planning experience to join their practice group in Clayton, MO. The ideal candidate will demonstrate a strong interest in family, financial, business, and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning.

Duties

• Collaborate with clients on estate and trust administration.
• Advise on gift and estate tax planning strategies.
• Engage in charitable and family succession planning.
• Work closely with professional advisors to meet clients' goals.

Requirements

• Minimum of two years of estate planning experience.
• Active Missouri bar license.
• Strong academic credentials.
• Exceptional analytical and writing abilities.
• Outstanding interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Missouri.

Skills

• Proficiency in estate and trust administration.
• Expertise in tax planning and charitable planning.
• Strong communication and interpersonal skills.

Benefits

• Competitive compensation package.
• Comprehensive benefits package.
• Professional and supportive working environment.

Commitment to diversity and inclusion.