Senior Trust Administration Attorney in Pasadena, CA
Job title: Senior Trust Administration Attorney in Pasadena, CA at Career Consulting Partners
Company: Career Consulting Partners
Job description: Senior Trust Administration AttorneyCareer Consulting Partners has partnered with one of the largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices, including Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. They are seeking a senior-level attorney with a background in trust and estate planning and administration to join the team.DEPARTMENT INSIGHT:The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security.ABOUT THE ROLE:As a senior-level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.DUTIES:
Manage the administration of revocable and irrevocable trusts, including communication with fiduciaries, beneficiaries, and financial institutions
Coordinate and oversee trust funding, asset transfers, valuations, and related follow-through tasks
Prepare or coordinate the preparation of estate and gift tax returns, with support from tax professionals when needed
Draft correspondence, trust summaries, allocation memoranda, and other trust-related documents
Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions
REQUIREMENTS:
4-6+ years of experience in estate planning and trust administration
Ability to meet a billable requirement of 1,800+ hours annually
Confidently receive assignments from Partners, and manage a substantial caseload with efficiency and precision
Demonstrated communication skills, both written and verbal, with an ability to effectively interact with clients and counsel
Active California Bar admission
Detail-oriented and demonstrated ability to think critically and strategically
Ability to work effectively in a team-oriented, fast-paced environment
COMPENSATION & BENEFITS:
Compensation: $160,000 - $180,000
Plus discretionary bonuses, and additional compensation for exceeding billable hours.
Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.
Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.
Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
401(k) plan, financial consultations, firm HSA contributions, FSAs for healthcare and childcare, and student loan refinancing programs.
LOCATION:
Pasadena, CA 91101
Near Urth Caffe Pasadena
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.Founder and CEO, Edgar M. Rodriguez, is a California Native who created Career Consulting Partners to revolutionize the Mortgage/Finance and Legal staffing industry. He recognized that many businesses and individuals struggle to find the right recruiting firm to partner with.At Career Consulting Partners, we want to change that. We have gained a thorough understanding of various industries, including their trends, challenges, and opportunities, by concentrating on specific sectors. Therefore, if you are searching for a partner who specializes in and comprehends your business or the demands for your next career move, you need look no further than our firm.
Expected salary: $160000 - 180000 per year
Location: Pasadena, CA
Job date: Sat, 12 Apr 2025 03:04:39 GMT
Apply for the job now!
Apply Now
Company: Career Consulting Partners
Job description: Senior Trust Administration AttorneyCareer Consulting Partners has partnered with one of the largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices, including Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. They are seeking a senior-level attorney with a background in trust and estate planning and administration to join the team.DEPARTMENT INSIGHT:The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security.ABOUT THE ROLE:As a senior-level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.DUTIES:
Manage the administration of revocable and irrevocable trusts, including communication with fiduciaries, beneficiaries, and financial institutions
Coordinate and oversee trust funding, asset transfers, valuations, and related follow-through tasks
Prepare or coordinate the preparation of estate and gift tax returns, with support from tax professionals when needed
Draft correspondence, trust summaries, allocation memoranda, and other trust-related documents
Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions
REQUIREMENTS:
4-6+ years of experience in estate planning and trust administration
Ability to meet a billable requirement of 1,800+ hours annually
Confidently receive assignments from Partners, and manage a substantial caseload with efficiency and precision
Demonstrated communication skills, both written and verbal, with an ability to effectively interact with clients and counsel
Active California Bar admission
Detail-oriented and demonstrated ability to think critically and strategically
Ability to work effectively in a team-oriented, fast-paced environment
COMPENSATION & BENEFITS:
Compensation: $160,000 - $180,000
Plus discretionary bonuses, and additional compensation for exceeding billable hours.
Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.
Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.
Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
401(k) plan, financial consultations, firm HSA contributions, FSAs for healthcare and childcare, and student loan refinancing programs.
LOCATION:
Pasadena, CA 91101
Near Urth Caffe Pasadena
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.Founder and CEO, Edgar M. Rodriguez, is a California Native who created Career Consulting Partners to revolutionize the Mortgage/Finance and Legal staffing industry. He recognized that many businesses and individuals struggle to find the right recruiting firm to partner with.At Career Consulting Partners, we want to change that. We have gained a thorough understanding of various industries, including their trends, challenges, and opportunities, by concentrating on specific sectors. Therefore, if you are searching for a partner who specializes in and comprehends your business or the demands for your next career move, you need look no further than our firm.
Expected salary: $160000 - 180000 per year
Location: Pasadena, CA
Job date: Sat, 12 Apr 2025 03:04:39 GMT
Apply for the job now!
Apply Now