Anderson Business Advisors

Legal Assistant

Anderson Business Advisors  •  $23/hr  •  Draper, UT (Onsite)  •  3 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Job Location: Draper Office - Draper, UT 84020
Position Type: Full Time
Salary Range: $16.00 - $23.00 Hourly

Job Purpose:
The Legal Admin is responsible for managing calendars, scheduling appointments for client consults, distributing platinum questions and document reviews, communicating with other departments, and communicating with clients. The Legal Admin should possess a high degree of accuracy and attention to detail, consistently display professionalism, and use accurate grammar, spelling, and tone in both written and verbal communications.
Key Responsibilities:
Manage Calendars
- Add/Subtract/Modify Appointments
- Awareness of professional staff's schedule or scheduling restrictions
Schedule Appointments for Client Consults
- Determine the length of the appointment when scheduling
- Collecting all relevant documents in connection with the appointment
Distribute Platinum Questions and Document Reviews
- Keep track of turnaround times and due dates
- Shift workload appropriately to available team members when one or more team members are out of the office
Communicate with Other Departments
- Utilize the resources and knowledge of each of our professionals in their respective departments
Communicate with Clients
- Obtain a working knowledge of Anderson's Legal and Tax strategies to better assist the clients
- Ability to establish a stellar rapport with our clients and build strong relationships with our clients in a friendly and confident manner
- Provide customer service and be the point of contact for our clients for the wide range of services that we offer
- Calling and/or corresponding with our clients to provide information, answer questions, obtain additional information, and/or follow through on requests
General Administrative and Clerical Work
- High degree of accuracy and attention to detail
- Ability to consistently display professionalism and use accurate grammar, spelling, and tone in both written and verbal communications

Required Qualifications:
- 2 years post-secondary education, relevant Administrative experience, Legal Secretary experience - Law office background beneficial
- Must be organized and skilled at multitasking
- Must have the ability to judge urgency and prioritize tasks
- Must be able to determine complexity of issues and problem solve
- Ability to consistently display professionalism and use accurate grammar, spelling, and tone in both written and verbal communications
- Ability to consistently display professionalism and use accurate grammar, spelling, and tone in all written and verbal communications
- Ability to work independently as well as a team member, willingness to be a team player
- Must be well-versed in MS Office including Adobe
- Must be well-versed in G Suite, Gmail, and Google Calendar
- Experience with CRMs is a plus
- Must be able to have proficient typing skills
Preferred

Qualifications
- Paralegal certificate is plus, but not required.
- Advanced degrees are desirable, but not required.
Anderson Business Advisors

About Anderson Business Advisors

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. We are a business planning and consulting firm with a focus on providing high-quality tax and legal services and resources to small business owners, real estate investors, professionals, stock traders, entrepreneurs, freelancers, and contractors.

Our consultants consist of attorneys, CPAs, and business advisors who have been working with individuals and businesses to protect their assets and minimize their taxes. They travel nationwide to speak at conferences and seminars on asset protection, tax reduction, and business planning. We have taught tens of thousands of people how to make better business decisions and properly prepare to meet their goals.

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.

Let us shore up your investments and business! We specialize in entity structuring, business strategies, business compliance, tax planning, tax preparation, bookkeeping, asset protection, and estate planning. Together, we can protect & grow your wealth.

Industry
Consulting & Advisory
Company Size
201-500 employees
Headquarters
Las Vegas, NV
Year Founded
1999
Social Media