About the Company
Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.
As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.
Job Purpose:
To provide expert legal advice and services to clients, focusing on estate planning, asset protection, and business planning. This role involves consulting with clients, drafting legal documents, and ensuring compliance with relevant laws and regulations.
Key Responsibilities:
Client Consultation and Advisory:
- Perform consultations providing information to clients regarding legal business issues.
- Consult with clients on estate plans and strategies, offering tailored legal advice.
- Engage in special projects related to asset protection and business planning.
Document Drafting and Review:
- Draft estate planning documents for clients, ensuring accuracy and compliance.
- Review documents submitted online, providing detailed feedback and recommendations.
- Answer legal questions submitted online, offering clear and concise guidance.
Client Relationship Management:
- Build and maintain strong relationships with clients, ensuring high levels of client satisfaction.
- Consult with existing clients to review estate plans and answer questions.
- Be readily available to assist clients with their questions and concerns.
Team Collaboration and Support:
- Work directly with a team of Paralegals to assist clients efficiently.
- Lead and mentor team members, fostering a collaborative environment.
- Participate in team projects and initiatives, contributing to overall team success.
Compliance and Ethical Standards:
- Ensure compliance with federal, state, and local laws and regulations.
- Maintain high ethical standards in all client interactions and legal practices.
- Act as a role model for ethical behavior and provide guidance on ethical issues to colleagues
Required Qualifications:
- Licensed to practice in any state. Bar registration must be in good standing.
- Strong work ethic and professional demeanor.
- Ability to build rapport with clients.
- Excellent verbal, written, and problem-solving skills.
- A commitment to providing exceptional client service.
- Comfortable on the phone and in a fast-paced, changing environment.
- Ability to think on your feet and adapt.
Preferred Qualifications:
- Some business experience and/or investing experience.
- Experience in estate planning and asset protection.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and successful consultations.
- Document Accuracy: Quality and compliance of drafted and reviewed documents.
- Team Collaboration: Effectiveness in working with and supporting team members.
- Ethical Standards: Adherence to ethical practices and company policies.
Skills Required
- Licensed to practice law in any state with bar registration in good standing
- Strong work ethic and professional demeanor
- Ability to build rapport with clients
- Excellent verbal, written, and problem-solving skills
- Commitment to exceptional client service
- Comfort with phone-based client interactions and a fast-paced, changing environment
- Ability to think on your feet and adapt
- Business and/or investing experience
- Experience in estate planning and asset protection
What We Do
Anderson Business Advisors is a planning and consulting firm focused on providing high-quality services in asset protection, estate planning, and tax planning for real estate investors, stock traders, and small business owners.
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