Private Wealth Legal Assistant

Beacon Hill Legal is seeking a Private Wealth Legal Assistant to serve as a strategic operational partner to attorneys in a trusts and estates practice. This role owns workflow coordination, client service execution, matter management, billing support, and day-to-day administrative operations to help attorneys work efficiently and deliver a high level of service.

• Own workflow for assigned attorneys, including task delegation, deadline tracking, follow-up, and quality control across trusts and estates matters.
• Support matter intake, conflict checks, file opening, billing coordination, budget tracking, and other practice operations.
• Prepare, revise, and proofread legal documents and correspondence while maintaining organized, secure matter files.
• Serve as a key liaison among attorneys, clients, and internal teams, while managing communications, calendars, and other high-level administrative needs.
  
  

• Required: prior trusts and estates experience, including estate planning, probate, trust administration, or closely related legal work.
• Experience supporting attorneys in a fast-paced legal environment with strong skills in document preparation, matter intake, and file management.
• Excellent organization, judgment, and communication skills, with the ability to manage multiple priorities independently and confidentially.
• Proficiency with Microsoft Office and comfort learning legal technology, workflow systems, and document management tools.
  
  

• Experience supporting senior attorneys, partners, or high-performing legal practitioners.
• Background in client billing, matter budgeting, and administrative support tied to complex legal practices.
• Experience using workflow tools, dashboards, automation features, or AI-enabled technology in a professional services environment.
• Demonstrated ability to improve processes, streamline handoffs, and reduce administrative burden for attorneys.
  

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)