Paralegal

Job Purpose:

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.

Competencies:

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications:

• 2 years postsecondary education.
• 3-4 years of experience in a related field.
• 3 years of Paralegal Experience and/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.

nderson 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 coverageall 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 7 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.