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Private Client Assistant

Prosum

Los Angeles, CA

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Attorney, Billing, Calendar Management, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Detail Oriented, Documentation, Establish Priorities, Estate Planning, High Net Worth, Interpersonal Skills, Legal, Legal Billing Software, Legal Support Skills, Logistics, Microsoft Office, Organizational Skills, Plan Meetings, Private Client Services, Proofreading, Record Keeping, Sales Presentation, Support Documentation, Team Player, Time Management
LOCATION
Los Angeles, CA
POSTED
30+ days ago
Private Client 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 ResponsibilitiesClient 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

About the Company

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