Who we are –Primiani, Stevens, and Punim P.C., is a boutique estate planning firm with office throughout California.
The firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held businesses.
The firm has an affiliation with Aspiriant, a leading independent wealth management firm with offices spanning the U.S., with whom the firm shares multiple clients and offices.
You will Assist attorneys with the administration of estate and trust administrationAssist attorneys with the preparation of estate planning documents, including living trusts, Wills, powers of attorney, and health care directivesActively participate in team meetings and internal committees You are PC literate and have other relevant technology competencies (including Microsoft Word, Excel, Power Point, etc.)Strong initiative and work ethicExcellent verbal and written communication skillsExcellent organizational and time management skills, including able to manage competing priorities and manage multiple projectsAbility to work independently and to resolve complex problems, with a thorough understanding of the business and legal environmentsAbility to timely and confidently execute well-reasoned resolutions We want College DegreeParalegal Certification encouraged but not requiredSome Trust and Estate Administration experienceUnderstanding of gift and estate tax laws a plusStrong interpersonal skills with the ability to interact with individuals at all levels2+ years of law firm experience We offer –Collaborative fun environment401(k) with company matchIndividual and cash profit sharing bonusesCompetitive company contribution to medical benefitsSummer ‘Give Back to the Community’ outingsFlexible work arrangements Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.
Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.
To ApplyApplicants should go to www.Aspiriant.Com, select the ‘Careers’ link in the footer and search for open positions in Los Angeles or Irvine.
From there attach a cover letter and resume for consideration.
Our website is www.Psplawgroup.Com.
The website for Aspiriant is www.Aspiriant.Com.
Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.
www.Aspiriant.Com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.
There are also restrictions on trading certain securities.
Candidates are encouraged to request further information regarding these policies.