Private Wealth Services Associate Junior - Mid-Level

BCG Attorney Search; Austin (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits package

Job summary

BCG Attorney Search in Austin, TX, seeks a Private Wealth Services Associate for a full-time role. Ideal for a junior to mid-level lawyer with at least one year of experience in sophisticated estate planning and related areas.

You will design and draft complex estate planning documents, manage trust and estate administrations, and support multi-jurisdictional planning while maintaining high professional standards.

Qualifications

• Minimum one year of estate planning experience for high-net-worth clients.
• Excellent research and writing abilities.
• Detail-oriented and proactive in managing complex matters.
• Strong written and verbal communication skills.

Responsibilities

• Design and draft complex estate planning documents, including wills and trust agreements.
• Draft documents for transferring stock, business interests, and real estate.
• Manage complex trust and estate administrations.
• Draft trust modifications, decantings, mergers, and settlement agreements.
• Conduct sophisticated legal research and analysis for multijurisdictional estate planning.

Skills

Research skills

Writing skills

Verbal communication

Time management

Education

Juris Doctor (JD)

Job description

Overview

A law firm seeks a Private Wealth Services Associate for their Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries. The role is ideal for a junior to mid-level associate with a minimum of one year of experience in sophisticated estate planning and related areas.

Responsibilities

• Design and draft complex estate planning documents, including wills and trust agreements.
• Draft documents for transferring stock, business interests, and real estate.
• Manage complex trust and estate administrations.
• Draft trust modifications, decantings, mergers, and settlement agreements.
• Conduct sophisticated legal research and analysis for multijurisdictional estate planning.

Requirements

• Minimum of one year of experience in estate planning for high-net-worth individuals.
• Detail-oriented, organized, and proactive in managing complex matters.
• Excellent academic and working credentials with strong research and communication skills.
• Experience in a fast-paced law firm setting on trust and estate matters.
• Good standing with the Texas Bar or eligible for admission.
• Ranked in the top of law school class or graduated from a top-tier law school.

Education

• Juris Doctor (JD) degree.

Certifications

• Texas Bar admission or eligibility.

Skills

• Strong research, writing, and verbal communication skills.
• Ability to manage multiple complex matters simultaneously.

Benefits

• Competitive compensation package.
• Excellent benefits package.