Paralegal

About the Role

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.

Responsibilities

• Assign and answer client-submitted questions.
• Perform structure clarification consultations with clients.
• Conduct binder reviews with clients, ensuring accuracy and completeness.
• 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.
• Perform research projects as assigned by Attorneys.
• Assist Professional Advisors with consult preparation and follow-up.
• Provide insights and recommendations based on research findings.
• 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.

Requirements

• 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 Business Advisors

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

Benefits

• Hybrid work schedule, balancing remote and in-office work seamlessly.
• Robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program.
• 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.
• $35 monthly gym membership subsidy.

A full background check, drug screen, internet, and social media search are required for employment.