Private Client Assistant

Consilio’s Direct Hire division is partnering with a top AmLaw firm to identify an experienced Legal Assistant for its Tysons Corner office. This is an excellent opportunity to join a highly regarded Private Client practice supporting trusts and estates attorneys. Position Overview Hybrid schedule: 3 days in-office / 2 remote (flexible, no planned changes) Work schedule: 37.5 hours/week (anchor day: Wednesday) Office environment: Small, collaborative team (4–5 attorneys, paralegal support, and staff) Key Responsibilities Provide comprehensive administrative support to 2+ Private Client attorneys (including partners) Enter attorney time daily using firm timekeeping software Draft, proof, and format estate planning documents, including: Wills, trusts, codicils, amendments Powers of attorney, designations, agreements Correspondence, reports, and client communications Prepare engagement letters, run conflicts checks, and maintain client files Assist with Federal and State estate and gift tax returns and fiduciary matters Coordinate high-volume charitable donations for high-net-worth clients: Liaise with charities and track execution Act as a liaison between clients, attorneys, accounting, and legal teams Manage billing support: Prepare invoices, draft cover letters, coordinate with billing team Process expense reports and submit for accounting approval Maintain desk procedures for assigned attorneys Perform administrative duties such as: Calendar management and deadline tracking Call screening and mail processing Travel coordination and meeting support Qualifications 2+ years of legal assistant experience (trusts & estates preferred) Strong organizational and multitasking skills with high attention to detail Excellent written and verbal communication abilities Ability to work independently and collaboratively Proficiency in Microsoft Office Suite Experience with iManage or similar systems preferred Exposure to tax preparation software is a plus Requirements Authorized to work in the U.S. (no sponsorship available) Willingness to complete a background check 3+ years of Microsoft Office experience Compensation & Benefits Salary: Up to $95,000 (DOE) Free on-site parking Comprehensive benefits package including: Medical, dental, and vision insurance 401(k) plan Childcare leave Commuter benefits #J-18808-Ljbffr Consilio Services LLC