Paralegal

Anderson Business Advisors; Washington (Washington County); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Robust onboarding program

Comprehensive medical, dental, vision,

Short-term disability coverage

401(k) matching

Generous paid time off

Gym membership subsidy

Job summary

Anderson Business Advisors is seeking a paralegal/secretarial professional to assist attorneys and the Professional Advisory Team. You will handle client inquiries, review documents, and conduct research to support consultations and advisory work.

The role emphasizes accuracy, strong communication, and CRM use (Salesforce). Experience in estate planning or corporate law is preferred. Hybrid work with generous benefits reflects our commitment to a supportive workplace.

Qualifications

• 2+ years postsecondary education and 3-4 years in a related field.
• 3+ years of Legal Secretary/Paralegal experience or Paralegal Certification required.
• Strong verbal and written communication, attention to detail and problem solving.
• Experience with a CRM (Salesforce preferred).
• Estate Planning and Corporate Law experience preferred.

Responsibilities

• Assist with client inquiries and assign/answer questions.
• Perform structure clarification consultations with clients.
• Review documents and maintain organized client records.
• Conduct research and provide insights to Attorneys and Advisors.
• Provide paralegal support to the Professional Advisory Team and assist with document prep.
• Ensure compliance with applicable laws and regulations.

Skills

Legal experience

Strong communication

Attention to detail

Critical thinking

Problem solving

CRM experience

Estate Planning

Corporate Law

Education

2+ years postsecondary education

Paralegal Certification

Tools

Salesforce

Job description

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.

About Anderson

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.