Legal Assistant

Job Purpose:
To assist and relieve attorneys and paralegals of administrative and clerical work, ensuring efficient operation and high levels of client satisfaction. This role involves managing schedules, coordinating appointments, handling client communications, supporting attorneys and paralegals, and performing general administrative tasks.

Key Responsibilities:

1. Calendar and Appointment Management:
   1. Manage calendars by adding, subtracting, and modifying appointments.
   2. Be aware of professional staff's schedules, capacity, and scheduling restrictions.
   3. Schedule appointments for client consultations, determining the length of the appointment and collecting and inputting relevant documents and information into attorney calendars.
   4. Distribute Platinum Questions, Document Reviews, Emails-to-Case, and Joint Venture and Living Trust consultations, keeping track of turnaround times and due dates.
2. Client Communication:
   • Communicate with clients to provide information, answer questions, obtain additional information, and follow through on requests.
   • Establish a stellar rapport and build strong relationships with clients in a friendly and confident manner.
   • Utilize knowledge of Anderson's legal and tax strategies to better assist clients.
3. Departmental Coordination:
   • Work directly with other members of the Law Firm, including attorneys and paralegals to assist clients efficiently.
   • Shift workload appropriately to available team members when one or more team members are out of the office.
   • Communicate with other departments, utilizing the resources and knowledge of each professional in their respective departments.
4. Administrative and Clerical Work:
   • Perform general administrative and clerical tasks with 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.
   • Maintain organized records and ensure timely completion of assigned tasks.

Required Qualifications:

• 2 years post-secondary education.
• Relevant administrative experience; legal secretary experience or law office background beneficial.
• Must be well-versed in MS Office, Adobe, G Suite, Gmail, and Google Calendar.
• Proficient typing skills.

Preferred Qualifications:

• Paralegal certificate is a plus but not required.
• Advanced degrees are desirable but not required.
• Experience with CRMs (especially Salesforce) is a plus.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023, and 2024 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:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge 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 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.