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Job Purpose:
To assist with the filing and processing of documents related to estate planning, focusing on land trusts and deeds. This role involves researching county records, drafting and recording documents, data entry, and corresponding with clients to ensure accurate and timely service delivery.
Key Responsibilities:

Document Management:

• Research county records and rules to ensure accurate documentation.
• Draft, record, and manage land trust and deed-related documents.
• Ensure all documents are properly entered into the system and scanned for digital records.

Client Interaction:

• Email clients the documents they request and respond to their inquiries in a timely manner.
• Ensure each client receives the "Anderson Way" client experience.
• Communicate with clients using proper phone, email, and office etiquette.

Administrative Support:

• Perform data entry and scanning of documents.
• Handle shipping and receiving of correspondence related to land trusts and deeds.
• Maintain organized and accurate records of client interactions and document filings.

Research and Analysis:

• Conduct research on county records and rules to ensure compliance.
• Gather and analyze information relevant to land trusts and deeds.
• Provide insights and recommendations based on research findings.

Team Collaboration:

• Work collaboratively with team members on assigned tasks and projects.
• Share information and resources with team members to support departmental goals.
• Participate actively in team meetings and activities.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Oversees team projects and ensures accountability at all levels.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key customers.
• Anticipates customer needs and offers proactive solutions.
• Leads initiatives to improve customer service practices.

Time Management / Organization

• Plans and organizes team projects and resources.
• Implements effective time management strategies for the team.
• Anticipates and addresses potential scheduling conflicts.

Communication

• Communicates complex ideas clearly and persuasively.
• Manages difficult conversations with tact and diplomacy.
• Coaches others on effective communication techniques.

Teamwork

• Leads team projects and fosters a collaborative environment.
• Mentors and supports team members to enhance performance.
• Manages significant team conflicts effectively.

Self-Motivated

• Inspires and motivates others to achieve high performance.
• Takes on challenging projects and drives them to completion.
• Leads initiatives to improve team or department performance.

Required Qualifications:

• Enjoy helping others and able to work well under pressure.
• Excellent computer skills, including 60WPM+ typing speed and 10-key proficiency.
• Proficient with MS Office and Google Apps.
• Comfortable navigating the internet and researching information.
• Experience in a title company preferred but not required.
• Ability to work independently and as part of a team.
• Strong organizational and problem-solving skills.

Preferred Qualifications:

• Paralegal Certification or degree in Paralegal Studies.
• Associate’s degree or higher preferred.
• Experience with CRM systems.

Performance Metrics:

• Accuracy and timeliness of document management and recording.
• Client satisfaction measured through feedback and service delivery.
• Efficiency in managing research and administrative tasks.
• Team collaboration and support.
• Adherence to compliance requirements and company policies.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years 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
• 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.