About The Role

DescriptionJob 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 appointments.
Be 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.