Legal Assistant

Job Purpose:

To assist and relieve departmental professionals of administrative and clerical work, ensuring efficient operation and high levels of client satisfaction. This role involves managing schedules, coordinating appointments, handling client communications, and performing general administrative tasks.

Key Responsibilities:

Calendar and Appointment Management:

Manage calendars by adding, subtracting, and modifying  aware of professional staff's schedules and scheduling restrictions.

Schedule appointments for client consultations, determining the length of the appointment and collecting relevant documents.

Distribute Platinum Questions and Document Reviews, keeping track of turnaround times and due dates.

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.

Departmental Coordination:

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.

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.

Competencies:

Integrity Understands and adheres to basic ethical standards and company policies.

Reports unethical behavior to supervisors.

Maintains confidentiality with minimal supervision.

Accountability Takes responsibility for assigned tasks and activities.

Seeks guidance when necessary to complete tasks.

Acknowledges mistakes and learns from them.

Customer Focused Understands basic customer service principles.

Responds to customer inquiries with guidance.

Demonstrates a helpful and friendly attitude.

Time Management / Organization Manages time and tasks with direct supervision.

Uses basic organizational tools and techniques.

Completes tasks within established deadlines.

Communication Communicates clearly and effectively in simple situations.

Listens actively and seeks clarification.

Uses basic communication tools (email, phone, etc.).Teamwork Works cooperatively with others on assigned tasks.

Shares information and resources with team members.

Participates actively in team activities.

Self-Motivated Demonstrates a basic level of enthusiasm and initiative.

Completes tasks with supervision and support.

Seeks opportunities for personal development.

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 is a plus.

Performance Metrics:

Accuracy and timeliness of calendar and appointment management.

Client satisfaction measured through feedback and service delivery.

Efficiency in managing administrative and clerical 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 6 years in a row 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…