Private Client Assistant

Job Description - Private Client Assistant The Private Client (formerly Trusts & Estates) department of Loeb & Loeb LLP has an immediate opening for a Private Client Assistant in its San Francisco, CA office. The assistant will work with our legal team with responsibilities including, but not limited to: Primary Duties and Responsibilities Provide comprehensive administrative support and assist with legal research for a minimum of 3 Private Client attorneys, including firm partners. Draft and revise estate planning documents (e.g., powers of attorney, probate pleadings, estate planning binders, etc.) as well as correspondence, reports, and other materials as requested. Prepare engagement letters, run conflicts checks, create and maintain client and general files, and search and print reports. Enter and manage attorney time entries. Work closely with attorneys in the preparation of Federal and State estate and gift tax returns, as well as other fiduciary assistance (e.g., fiduciary income tax returns). Coordinate and implement a high volume of charitable donations on behalf of high-net-worth individuals. Interface with charities to obtain details for implementation and tracking. Act as a liaison with clients, accounting, and legal groups. Assist in obtaining asset valuations. Review accountings; maintain checkbooks and banking records, and pay monthly bills and trustee commissions. Prepare cash reconciliations and proposed asset distributions. Work with the Billing Coordinator to prepare invoices, create cover letters, and send invoices to appropriate personnel. Perform administrative tasks including, but not limited to: screening calls, processing mail, maintaining calendar and deadline reminders, coordinating meetings, managing contacts, and arranging travel. Requirements 5+ years of experience assisting estate planning attorneys (3 or more attorneys, including firm partners). Ability to work a hybrid schedule of 3 days per week in the office and 2 days remotely, subject to California's flexible work requirements, if applicable. Strong organizational skills and attention to detail. Excellent proofreading and communication skills (oral and written). Demonstrated interpersonal skills with the ability to work independently and as part of a team. Technological proficiency in Microsoft Office Suite and internet utilization. Working knowledge of filing databases (e.g., iManage) and tax preparation software is highly preferred but not required. Loeb & Loeb LLP is committed to compliance with all applicable fair employment opportunity laws, ensuring that employees and applicants are treated equally regardless of race, gender, age, disability, religion, marital status, sexual orientation, gender identity, or any other legally protected characteristic. The position allows for meal and rest breaks in compliance with California wage and hour laws. Professional business references and a background check will be required for all final applicants selected for the position. In accepting a position, it is understood that continued employment is contingent upon a satisfactory background check. A satisfactory background check is defined as the absence of a criminal record that bears a demonstrable relationship to the applicant/employee’s suitability to perform the required duties and responsibilities of the position, consistent with state law. Loeb & Loeb LLP is dedicated to promoting pay equity. Consistent with the California Equal Pay Act, the firm ensures that employees performing substantially similar work are compensated equitably regardless of gender, race, or ethnicity. The pay range for this position is $80,000 to $100,000 annually, consistent with California's pay transparency laws. Final compensation will be determined based on experience, skills, and qualifications. Loeb & Loeb LLP is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all employees are respected and valued for their unique contributions. Applicants from underrepresented groups are encouraged to apply. #J-18808-Ljbffr Loeb & Loeb LLP