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 assist and relieve attorneys of administrative and clerical work, ensuring efficient operation and high levels of client satisfaction. This role involves answering client inquiries, reviewing documents, performing consultations, and providing support to the Professional Advisory Team.
Key Responsibilities:
Client Interaction:
- Assign and answer client-submitted questions.
- Perform structure clarification consultations with clients.
- Conduct binder reviews with clients, ensuring accuracy and completeness.
Document Review and Management:
- Review blueprints for accuracy and escalate them to the Attorney when needed.
- Gather and analyze statutes, decisions, legal articles, documents, and other data.
- Maintain organized records of client interactions and document reviews.
Research and Analysis:
- Perform research projects as assigned by Attorneys.
- Assist Professional Advisors with consult preparation and follow-up.
- Provide insights and recommendations based on research findings.
Paralegal Support:
- Provide paralegal support to the Professional Advisory Team members.
- Assist with the preparation and review of legal documents.
- Ensure compliance with federal, state, and local laws and regulations
Required Qualifications:
- 2+ years postsecondary education.
- 3-4 years of experience in a related field.
- 3+ years of Legal Secretary/Paralegal Experience or Paralegal Certification required.
- Strong verbal and written communication skills.
- Attention to detail, critical thinking, and problem-solving skills.
- Experience working with a CRM (Salesforce preferred).
Preferred Qualifications:
- Estate Planning and Corporate Law experience.
Skills Required
- 2+ years of postsecondary education
- 3-4 years of experience in a related field
- 3+ years of legal secretary or paralegal experience, or paralegal certification
- Strong verbal and written communication skills
- Attention to detail, critical thinking, and problem-solving skills
- Experience working with a CRM; Salesforce preferred
- Estate planning experience
- Corporate law experience
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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