Estate Planning Admin
About The Position
Anderson Business Advisors is a business planning and asset protection consulting firm that provides high-quality services, education, and resources to families, trusts, real estate investors, stock traders and business owners. Serving clients nationally since 1997, Anderson Advisors is growing at a phenomenal rate and has been recognized as a Top Places to Work in 2020 and 2021 by the Las Vegas Business Review, as well as Intuit's Firm of the Future award in 2020. The Estate Planning Admin will act as the main point of contact between clients and employees for the Estate Planning Department.
Requirements
- Minimum of a High School diploma
- Professional and friendly demeanor
- Minimum 1 year experience working in a professional office setting with an emphasis on customer service
- Proficient in all Microsoft Office programs (i.e. Word, Excel, etc.) and G Suite
- Ability to learn new computer programs and databases
- Self-starter with ability to prioritize assignments and tasks
- Ability to work independently
- Must be detail-oriented (attention to detail and accurate spelling/grammar are absolute requirements of this position)
Nice To Haves
- Associates degree preferred
- Legal experience is a plus
Responsibilities
- Assist busy estate planning department, predominantly supporting the paralegal
- Data entry, drafting correspondence, filing
- Speak to and correspond with clients
- Schedule appointments with clients
- General administrative and clerical work
- Printing and organizing documents for clients
Benefits
- Medical, Dental, Vision, Short-term disability are all provided at no cost to employees
- 401(k) plan with company match
- Generous allocation of paid time off and holidays
- Gym membership reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
