Senior Legal Assistant

D3 Search is seeking a Snr. Trust & Estates (T&E)/Private Client Legal Assistant on behalf of a prominent NY-based law practice with a long-standing office located in Los Angeles, CA (90067).

Position Title 🎯 :

Snr. Trusts & Estates (T&E)/Private Client Legal Assistant

• Important Note: 5+ yrs. relevant experience/expertise (Trust & Estates/Private Wealth/Private Client) is REQUIRED.

Location/Map 📌 :

Los Angeles, CA (90067)

Employment Status:

Full-time/direct-hire employment. Non-exempt role (OT eligible in accordance w/ CA laws).

Employer Work Model:

Flexible hybrid 3 onsite/2 remote work model.

Position Summary 📚 :

On behalf of our prestigious NY-based law practice, D3 is seeking a Snr. T&E/Private Client Legal Assistant to support a dynamic team of attorneys and paralegals in the management of their Trust & Estates/Private Client Practice Dept./Group in Los Angeles (90067) . This role requires a deep

understanding of trust and estate planning and administration.

Key Responsibilities 📢 :

• Manage team calendars, deadlines and key deliverables.
• Serve as a point of contact for high-net-worth and high-profile clients.
• Prepare, format, proofread, and redline estate planning documents.
• Maintain organized digital and physical files and indexing.
• Transcribe dictation of correspondence and estate planning documents.
• Notarize client estate planning documents as needed.
• Assist with onboarding clients by ensuring conflict clearance and engagement letter execution.
• Assist with all administrative matters such as time entry and proforma editing, expense reimbursement, calendaring and travel arrangement.

Education & Qualifications 🗝 :

• Minimum of 5+ years’ experience with Estate Planning and Administration documents.
• Must be a Notary Public or willing to attain certification.
• Proficiency in Microsoft Office Suite, Outlook, and iManage.
• Must be a quick and accurate typist, with the ability to transcribe dictation
• Well-presented with excellent written and verbal communication skills.
• Proven ability to work collaboratively across multiple departments.
• Strong organizational and time management skills.
• Detail-oriented with a commitment to high-quality work.
• Excellent analytical and problem-solving skills with the ability to pivot as workflow requires.
• Ability to work well under pressure in a fast-paced environment.
• Flexible, dependable, and maintains a positive, professional attitude.
• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

Annual Compensation 💵 /Salary 💰 & Benefits:

Starting annual salary is up to 110K~ DOE/DOQ. Employer offers a comprehensive & robust health benefits package, generous PTO, 401K, paid parking onsite, hybrid 3/2 work model, annual reviews & lucrative bonuses, etc.

If interested in this Snr. Trusts & Estates (T&E)/Private Client Legal Assistant role with this highly respected NY-based full-service law practice with a long-standing office in Los Angeles, CA (90067) , and you meet the above qualifications/requirements, please contact the following D3 rep.:

Don Moser ~ D3 Search

📬[email protected] ☎️ 213-785-2485

🌐www.d3search.com

D3 Legal Search, LLC (aka D3 Search) and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.