Job Purpose:
To assist and relieve departmental professionals of administrative and clerical work, ensuring efficient operation and high levels of client satisfaction. This role involves managing schedules, coordinating appointments, handling client communications, and performing general administrative tasks.
Key Responsibilities:
Calendar and Appointment Management:
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Manage calendars by adding, subtracting, and modifying appointments.
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Be aware of professional staff's schedules and scheduling restrictions.
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Schedule appointments for client consultations, determining the length of the appointment and collecting relevant documents.
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Distribute Platinum Questions and Document Reviews, keeping track of turnaround times and due dates.
Client Communication:
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Communicate with clients to provide information, answer questions, obtain additional information, and follow through on requests.
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Establish a stellar rapport and build strong relationships with clients in a friendly and confident manner.
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Utilize knowledge of Anderson's legal and tax strategies to better assist clients.
Departmental Coordination:
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Shift workload appropriately to available team members when one or more team members are out of the office.
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Communicate with other departments, utilizing the resources and knowledge of each professional in their respective departments.
Administrative and Clerical Work:
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Perform general administrative and clerical tasks with a high degree of accuracy and attention to detail.
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Consistently display professionalism and use accurate grammar, spelling, and tone in both written and verbal communications.
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Maintain organized records and ensure timely completion of assigned tasks.
Competencies:
Integrity
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Understands and adheres to basic ethical standards and company policies.
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Reports unethical behavior to supervisors.
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Maintains confidentiality with minimal supervision.
Accountability
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Takes responsibility for assigned tasks and activities.
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Seeks guidance when necessary to complete tasks.
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Acknowledges mistakes and learns from them.
Customer Focused
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Understands basic customer service principles.
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Responds to customer inquiries with guidance.
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Demonstrates a helpful and friendly attitude.
Time Management / Organization
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Manages time and tasks with direct supervision.
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Uses basic organizational tools and techniques.
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Completes tasks within established deadlines.
Communication
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Communicates clearly and effectively in simple situations.
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Listens actively and seeks clarification.
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Uses basic communication tools (email, phone, etc.).
Teamwork
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Works cooperatively with others on assigned tasks.
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Shares information and resources with team members.
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Participates actively in team activities.
Self-Motivated
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Demonstrates a basic level of enthusiasm and initiative.
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Completes tasks with supervision and support.
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Seeks opportunities for personal development.
Required Qualifications:
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2 years post-secondary education.
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Relevant administrative experience; legal secretary experience or law office background beneficial.
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Must be well-versed in MS Office, Adobe, G Suite, Gmail, and Google Calendar.
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Proficient typing skills.
Preferred Qualifications:
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Paralegal certificate is a plus but not required.
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Advanced degrees are desirable but not required.
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Experience with CRMs is a plus.
Performance Metrics:
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Accuracy and timeliness of calendar and appointment management.
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Client satisfaction measured through feedback and service delivery.
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Efficiency in managing administrative and clerical tasks.
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Team collaboration and support.
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Adherence to compliance requirements and company policies.
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!
Anderson Business Advisors is an award-winning workplace - voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
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Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
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Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
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Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
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Plan for the future with a 401(k) matching programRecharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
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Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check and drug screen are required for employment.
