Estate Planning Administrator

{
  "content_hash": "09b193c7074889daedebaf04bcbe74c4e1cb98fb5e6cf4ac70e1d1e064e065d8",
  "source_hash": "044f668afb00b64570aee48acb217a8d9f6db41476c0cea615c00d20985394da",
  "last_changed_at": "2026-06-02T09:53:46.812Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Draper Office - Draper, UT 84020; 14034 South 145 East, Draper, UT, 84020, USA",
    "city": "Draper",
    "region": "UT",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": 25,
  "salary_min": 20,
  "inferred_at": "2026-06-06T19:21:39.488Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Draper Office - Draper, UT 84020; 14034 South 145 East, Draper, UT, 84020, USA",
      "city": "Draper",
      "region": "UT",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": "remote",
  "salary_period": "hour",
  "workplace_type": "remote",
  "salary_currency": "USD"
}

{}

{
  "detail": {
    "city": "Draper",
    "jobId": 462102,
    "level": "",
    "endDate": "",
    "legalId": 137,
    "isHotJob": true,
    "jobShift": "",
    "jobTitle": "Estate Planning Administrator",
    "location": "Draper Office - Draper, UT 84020",
    "startDate": "",
    "clientCode": "0KL78",
    "remoteType": "",
    "description": "<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Job Purpose:</strong></span></span><br />\r\n<br />\r\n<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">To provide administrative support to the estate planning department, assisting with the preparation and management of estate planning documents and client communications. This role involves organizing and maintaining client files, scheduling appointments, and ensuring the smooth operation of the estate planning process.</span></span><br />\r\n<br />\r\n<br />\r\n<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Key Responsibilities:</strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Administrative Support:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Assist in the preparation and management of estate planning documents such as wills, trusts, and powers of attorney.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Organize and maintain client files, ensuring all documents are filed accurately and securely.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Handle administrative tasks such as photocopying, scanning, and mailing documents.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Client Communication:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Serve as the first point of contact for clients, answering calls and responding to emails promptly and professionally.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Schedule and coordinate client appointments and meetings with attorneys and other team members.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Assist in drafting and sending client correspondence, ensuring clarity and professionalism.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Document Management:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Ensure all estate planning documents are prepared accurately and in compliance with company standards.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Track the progress of document preparation and execution, following up with clients and attorneys as needed.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Maintain electronic and physical filing systems for easy retrieval of documents.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Support for Estate Planning Team:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Provide support to attorneys and paralegals in the estate planning department, assisting with various tasks as needed.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Coordinate with other departments to gather information and documentation necessary for estate planning.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Assist in organizing and preparing for estate planning seminars and presentations.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Data Entry and Reporting:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Enter and update client information in the company&#39;s database, ensuring accuracy and completeness.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Generate reports and summaries of client data for review by the estate planning team.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Assist in the preparation of monthly and quarterly reports on department activities and performance.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Competencies:</strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Integrity</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Understands and adheres to basic ethical standards and company policies.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Reports unethical behavior to supervisors.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Maintains confidentiality with minimal supervision.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Accountability</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Takes responsibility for assigned tasks and activities.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Seeks guidance when necessary to complete tasks.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Acknowledges mistakes and learns from them.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Customer Focused</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Understands basic customer service principles.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Responds to customer inquiries with guidance.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Demonstrates a helpful and friendly attitude.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Time Management / Organization</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Manages time and tasks with direct supervision.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Uses basic organizational tools and techniques.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Completes tasks within established deadlines.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Communication</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Communicates clearly and effectively in simple situations.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Listens actively and seeks clarification.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Uses basic communication tools (email, phone, etc.).</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Teamwork</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Works cooperatively with others on assigned tasks.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Shares information and resources with team members.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Participates actively in team activities.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Self-Motivated</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Demonstrates a basic level of enthusiasm and initiative.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Completes tasks with supervision and support.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Seeks opportunities for personal development.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Required Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">High school diploma or equivalent</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Previous experience in an administrative or support role, preferably in a legal or estate planning environment.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Strong organizational skills and attention to detail.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Excellent written and verbal communication skills.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Ability to handle sensitive information with confidentiality and professionalism.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Strong customer service skills and a positive attitude.</span></span><br />\r\n\t&nbsp;</li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Preferred Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Experience working in estate planning or a legal office.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Associate or bachelor&#39;s degree preferred.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Familiarity with estate planning documents and processes.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Knowledge of legal terminology and office procedures.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Performance Metrics:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Document Accuracy: Quality and accuracy of estate planning documents and client files.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Client Satisfaction: Measured by client feedback and satisfaction survey results.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Timeliness: Meeting deadlines and timely completion of tasks.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Administrative Efficiency: Effectiveness in managing administrative tasks and supporting the team.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Team Collaboration: Effectiveness in working with team members and other departments</span>.</span></span></li>\r\n</ul>\r\n",
    "jobCategory": "",
    "salaryRange": "$20.00 - $25.00 Hourly",
    "socialMedia": {
      "xLink": null,
      "emailLink": null,
      "facebookLink": null,
      "linkedInLink": null
    },
    "isQuickApply": false,
    "positionType": "",
    "countryPaidIn": "",
    "googleJobJson": "{\"@context\":\"https://schema.org/\",\"@type\":\"JobPosting\",\"title\":\"Estate Planning Administrator\",\"identifier\":\"J0KL78462102\",\"url\":\"https://www.paycomonline.net/v4/ats/web.php/portal/35BACCE35D7DFF904FFADFB6304E2326/jobs/462102\",\"image\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=35BACCE35D7DFF904FFADFB6304E2326\",\"baseSalary\":{\"@type\":\"MonetaryAmount\",\"currency\":\"USD\",\"value\":{\"@type\":\"QuantitativeValue\",\"minValue\":20,\"maxValue\":25,\"unitText\":\"\"}},\"datePosted\":\"2026-05-07\",\"description\":\"Job DetailsJob Location: Draper Office - Draper, UT 84020Salary Range: $20.00 - $25.00 HourlyJob Purpose:\\r\\n\\r\\nTo provide administrative support to the estate planning department, assisting with the preparation and management of estate planning documents and client communications. This role involves organizing and maintaining client files, scheduling appointments, and ensuring the smooth operation of the estate planning process.\\r\\n\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nAdministrative Support:\\r\\n\\r\\n\\r\\n\\tAssist in the preparation and management of estate planning documents such as wills, trusts, and powers of attorney.\\r\\n\\tOrganize and maintain client files, ensuring all documents are filed accurately and securely.\\r\\n\\tHandle administrative tasks such as photocopying, scanning, and mailing documents.\\r\\n\\r\\n\\r\\nClient Communication:\\r\\n\\r\\n\\r\\n\\tServe as the first point of contact for clients, answering calls and responding to emails promptly and professionally.\\r\\n\\tSchedule and coordinate client appointments and meetings with attorneys and other team members.\\r\\n\\tAssist in drafting and sending client correspondence, ensuring clarity and professionalism.\\r\\n\\r\\n\\r\\nDocument Management:\\r\\n\\r\\n\\r\\n\\tEnsure all estate planning documents are prepared accurately and in compliance with company standards.\\r\\n\\tTrack the progress of document preparation and execution, following up with clients and attorneys as needed.\\r\\n\\tMaintain electronic and physical filing systems for easy retrieval of documents.\\r\\n\\r\\n\\r\\nSupport for Estate Planning Team:\\r\\n\\r\\n\\r\\n\\tProvide support to attorneys and paralegals in the estate planning department, assisting with various tasks as needed.\\r\\n\\tCoordinate with other departments to gather information and documentation necessary for estate planning.\\r\\n\\tAssist in organizing and preparing for estate planning seminars and presentations.\\r\\n\\r\\n\\r\\nData Entry and Reporting:\\r\\n\\r\\n\\r\\n\\tEnter and update client information in the company&#39;s database, ensuring accuracy and completeness.\\r\\n\\tGenerate reports and summaries of client data for review by the estate planning team.\\r\\n\\tAssist in the preparation of monthly and quarterly reports on department activities and performance.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nCompetencies:\\r\\n\\r\\nIntegrity\\r\\n\\r\\n\\r\\n\\tUnderstands and adheres to basic ethical standards and company policies.\\r\\n\\tReports unethical behavior to supervisors.\\r\\n\\tMaintains confidentiality with minimal supervision.\\r\\n\\r\\n\\r\\nAccountability\\r\\n\\r\\n\\r\\n\\tTakes responsibility for assigned tasks and activities.\\r\\n\\tSeeks guidance when necessary to complete tasks.\\r\\n\\tAcknowledges mistakes and learns from them.\\r\\n\\r\\n\\r\\nCustomer Focused\\r\\n\\r\\n\\r\\n\\tUnderstands basic customer service principles.\\r\\n\\tResponds to customer inquiries with guidance.\\r\\n\\tDemonstrates a helpful and friendly attitude.\\r\\n\\r\\n\\r\\nTime Management / Organization\\r\\n\\r\\n\\r\\n\\tManages time and tasks with direct supervision.\\r\\n\\tUses basic organizational tools and techniques.\\r\\n\\tCompletes tasks within established deadlines.\\r\\n\\r\\n\\r\\nCommunication\\r\\n\\r\\n\\r\\n\\tCommunicates clearly and effectively in simple situations.\\r\\n\\tListens actively and seeks clarification.\\r\\n\\tUses basic communication tools (email, phone, etc.).\\r\\n\\r\\n\\r\\nTeamwork\\r\\n\\r\\n\\r\\n\\tWorks cooperatively with others on assigned tasks.\\r\\n\\tShares information and resources with team members.\\r\\n\\tParticipates actively in team activities.\\r\\n\\r\\n\\r\\nSelf-Motivated\\r\\n\\r\\n\\r\\n\\tDemonstrates a basic level of enthusiasm and initiative.\\r\\n\\tCompletes tasks with supervision and support.\\r\\n\\tSeeks opportunities for personal development.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nRequired Qualifications:\\r\\n\\r\\n\\r\\n\\tHigh school diploma or equivalent\\r\\n\\tPrevious experience in an administrative or support role, preferably in a legal or estate planning environment.\\r\\n\\tProficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.\\r\\n\\tStrong organizational skills and attention to detail.\\r\\n\\tExcellent written and verbal communication skills.\\r\\n\\tAbility to handle sensitive information with confidentiality and professionalism.\\r\\n\\tStrong customer service skills and a positive attitude.\\r\\n\\t&nbsp;\\r\\n\\r\\n\\r\\nPreferred Qualifications:\\r\\n\\r\\n\\r\\n\\tExperience working in estate planning or a legal office.\\r\\n\\tAssociate or bachelor&#39;s degree preferred.\\r\\n\\tFamiliarity with estate planning documents and processes.\\r\\n\\tKnowledge of legal terminology and office procedures.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nPerformance Metrics:\\r\\n\\r\\n\\r\\n\\tDocument Accuracy: Quality and accuracy of estate planning documents and client files.\\r\\n\\tClient Satisfaction: Measured by client feedback and satisfaction survey results.\\r\\n\\tTimeliness: Meeting deadlines and timely completion of tasks.\\r\\n\\tAdministrative Efficiency: Effectiveness in managing administrative tasks and supporting the team.\\r\\n\\tTeam Collaboration: Effectiveness in working with team members and other departments.\\r\\n\\r\\nAbout AndersonAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!\\n\\n&nbsp;\\n\\nAnderson 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&#39;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.\\n\\n&nbsp;\\n\\nServing investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;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.\\n\\n&nbsp;\\n\\nAt Anderson Business Advisors, we&#39;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.\\n\\n&nbsp;\\n\\nWe 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.\\n\\n&nbsp;\\n\\nAnderson Advisors offers robust benefits including:\\n\\n\\n\\tEmbrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.\\n\\tKickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.\\n\\tPrioritize your health with comprehensive medical, dental, vision, and short-term disability coverage&mdash;all provided at no cost to you.\\n\\tPlan for the future with a 401(k) matching program\\n\\tRecharge 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&nbsp;paid company holidays.\\n\\tStay active with a $35 monthly gym membership subsidy.\\n\\n\\n&nbsp;\\n\\nPlease note that a full background check, drug screen, internet, and social media search are required for employment. \\n\\n&nbsp;\\n\",\"responsibilities\":\"Job Purpose:\\r\\n\\r\\nTo provide administrative support to the estate planning department, assisting with the preparation and management of estate planning documents and client communications. This role involves organizing and maintaining client files, scheduling appointments, and ensuring the smooth operation of the estate planning process.\\r\\n\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nAdministrative Support:\\r\\n\\r\\n\\r\\n\\tAssist in the preparation and management of estate planning documents such as wills, trusts, and powers of attorney.\\r\\n\\tOrganize and maintain client files, ensuring all documents are filed accurately and securely.\\r\\n\\tHandle administrative tasks such as photocopying, scanning, and mailing documents.\\r\\n\\r\\n\\r\\nClient Communication:\\r\\n\\r\\n\\r\\n\\tServe as the first point of contact for clients, answering calls and responding to emails promptly and professionally.\\r\\n\\tSchedule and coordinate client appointments and meetings with attorneys and other team members.\\r\\n\\tAssist in drafting and sending client correspondence, ensuring clarity and professionalism.\\r\\n\\r\\n\\r\\nDocument Management:\\r\\n\\r\\n\\r\\n\\tEnsure all estate planning documents are prepared accurately and in compliance with company standards.\\r\\n\\tTrack the progress of document preparation and execution, following up with clients and attorneys as needed.\\r\\n\\tMaintain electronic and physical filing systems for easy retrieval of documents.\\r\\n\\r\\n\\r\\nSupport for Estate Planning Team:\\r\\n\\r\\n\\r\\n\\tProvide support to attorneys and paralegals in the estate planning department, assisting with various tasks as needed.\\r\\n\\tCoordinate with other departments to gather information and documentation necessary for estate planning.\\r\\n\\tAssist in organizing and preparing for estate planning seminars and presentations.\\r\\n\\r\\n\\r\\nData Entry and Reporting:\\r\\n\\r\\n\\r\\n\\tEnter and update client information in the company&#39;s database, ensuring accuracy and completeness.\\r\\n\\tGenerate reports and summaries of client data for review by the estate planning team.\\r\\n\\tAssist in the preparation of monthly and quarterly reports on department activities and performance.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nCompetencies:\\r\\n\\r\\nIntegrity\\r\\n\\r\\n\\r\\n\\tUnderstands and adheres to basic ethical standards and company policies.\\r\\n\\tReports unethical behavior to supervisors.\\r\\n\\tMaintains confidentiality with minimal supervision.\\r\\n\\r\\n\\r\\nAccountability\\r\\n\\r\\n\\r\\n\\tTakes responsibility for assigned tasks and activities.\\r\\n\\tSeeks guidance when necessary to complete tasks.\\r\\n\\tAcknowledges mistakes and learns from them.\\r\\n\\r\\n\\r\\nCustomer Focused\\r\\n\\r\\n\\r\\n\\tUnderstands basic customer service principles.\\r\\n\\tResponds to customer inquiries with guidance.\\r\\n\\tDemonstrates a helpful and friendly attitude.\\r\\n\\r\\n\\r\\nTime Management / Organization\\r\\n\\r\\n\\r\\n\\tManages time and tasks with direct supervision.\\r\\n\\tUses basic organizational tools and techniques.\\r\\n\\tCompletes tasks within established deadlines.\\r\\n\\r\\n\\r\\nCommunication\\r\\n\\r\\n\\r\\n\\tCommunicates clearly and effectively in simple situations.\\r\\n\\tListens actively and seeks clarification.\\r\\n\\tUses basic communication tools (email, phone, etc.).\\r\\n\\r\\n\\r\\nTeamwork\\r\\n\\r\\n\\r\\n\\tWorks cooperatively with others on assigned tasks.\\r\\n\\tShares information and resources with team members.\\r\\n\\tParticipates actively in team activities.\\r\\n\\r\\n\\r\\nSelf-Motivated\\r\\n\\r\\n\\r\\n\\tDemonstrates a basic level of enthusiasm and initiative.\\r\\n\\tCompletes tasks with supervision and support.\\r\\n\\tSeeks opportunities for personal development.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nRequired Qualifications:\\r\\n\\r\\n\\r\\n\\tHigh school diploma or equivalent\\r\\n\\tPrevious experience in an administrative or support role, preferably in a legal or estate planning environment.\\r\\n\\tProficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.\\r\\n\\tStrong organizational skills and attention to detail.\\r\\n\\tExcellent written and verbal communication skills.\\r\\n\\tAbility to handle sensitive information with confidentiality and professionalism.\\r\\n\\tStrong customer service skills and a positive attitude.\\r\\n\\t&nbsp;\\r\\n\\r\\n\\r\\nPreferred Qualifications:\\r\\n\\r\\n\\r\\n\\tExperience working in estate planning or a legal office.\\r\\n\\tAssociate or bachelor&#39;s degree preferred.\\r\\n\\tFamiliarity with estate planning documents and processes.\\r\\n\\tKnowledge of legal terminology and office procedures.\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nPerformance Metrics:\\r\\n\\r\\n\\r\\n\\tDocument Accuracy: Quality and accuracy of estate planning documents and client files.\\r\\n\\tClient Satisfaction: Measured by client feedback and satisfaction survey results.\\r\\n\\tTimeliness: Meeting deadlines and timely completion of tasks.\\r\\n\\tAdministrative Efficiency: Effectiveness in managing administrative tasks and supporting the team.\\r\\n\\tTeam Collaboration: Effectiveness in working with team members and other departments.\\r\\n\\r\\n\",\"employmentType\":\"OTHER\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"Anderson Business Advisors\",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=35BACCE35D7DFF904FFADFB6304E2326\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"14034 South 145 East\",\"addressLocality\":\"Draper\",\"addressRegion\":\"UT\",\"postalCode\":84020,\"addressCountry\":\"USA\"}},\"qualifications\":\"Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!\\n\\n&nbsp;\\n\\nAnderson 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&#39;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.\\n\\n&nbsp;\\n\\nServing investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;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.\\n\\n&nbsp;\\n\\nAt Anderson Business Advisors, we&#39;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.\\n\\n&nbsp;\\n\\nWe 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.\\n\\n&nbsp;\\n\\nAnderson Advisors offers robust benefits including:\\n\\n\\n\\tEmbrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.\\n\\tKickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.\\n\\tPrioritize your health with comprehensive medical, dental, vision, and short-term disability coverage&mdash;all provided at no cost to you.\\n\\tPlan for the future with a 401(k) matching program\\n\\tRecharge 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&nbsp;paid company holidays.\\n\\tStay active with a $35 monthly gym membership subsidy.\\n\\n\\n&nbsp;\\n\\nPlease note that a full background check, drug screen, internet, and social media search are required for employment. \\n\\n&nbsp;\\n\",\"experienceRequirements\":\"Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!\\n\\n&nbsp;\\n\\nAnderson 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&#39;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.\\n\\n&nbsp;\\n\\nServing investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;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.\\n\\n&nbsp;\\n\\nAt Anderson Business Advisors, we&#39;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.\\n\\n&nbsp;\\n\\nWe 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.\\n\\n&nbsp;\\n\\nAnderson Advisors offers robust benefits including:\\n\\n\\n\\tEmbrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.\\n\\tKickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.\\n\\tPrioritize your health with comprehensive medical, dental, vision, and short-term disability coverage&mdash;all provided at no cost to you.\\n\\tPlan for the future with a 401(k) matching program\\n\\tRecharge 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&nbsp;paid company holidays.\\n\\tStay active with a $35 monthly gym membership subsidy.\\n\\n\\n&nbsp;\\n\\nPlease note that a full background check, drug screen, internet, and social media search are required for employment. \\n\\n&nbsp;\\n\",\"validThrough\":\"-0001-11-30\"}",
    "applyAvailable": true,
    "educationLevel": "",
    "qualifications": "<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\"><strong>Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!</strong></span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#444444\">&nbsp;</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\">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&#39;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.</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#444444\">&nbsp;</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\">Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;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.</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#444444\">&nbsp;</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\">At Anderson Business Advisors, we&#39;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.</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#444444\">&nbsp;</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\">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.</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\">&nbsp;</span></span></p>\n\n<p style=\"text-align:justify\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#000000\"><strong>Anderson Advisors offers robust benefits including:</strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage&mdash;all provided at no cost to you.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">Plan for the future with a 401(k) matching program</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">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&nbsp;paid company holidays.</span></span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\">Stay active with a $35 monthly gym membership subsidy.</span></span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Arial,Helvetica,sans-serif\"><span style=\"color:#0d0d0d\"><span style=\"background-color:#ffffff\">Please note that a full background check, drug screen, internet, and social media search are required for employment. </span></span></span></p>\n\n<p>&nbsp;</p>\n",
    "descriptionTitle": "Description",
    "travelPercentage": "",
    "jobYoutubeVideoId": "",
    "legalRevisionDate": {
      "date": "2025-05-05T17:25:25.000Z",
      "timezone": "America/Chicago",
      "timezone_type": 3
    },
    "secondaryLocations": [],
    "primaryPhoneCountry": "US",
    "primaryPhoneEnabled": true,
    "qualificationsTitle": "About Anderson",
    "primaryPhoneRequired": true,
    "primaryPhoneNumberDoesNotExist": false
  },
  "preview": {
    "jobId": 462102,
    "isHotJob": true,
    "jobTitle": "Estate Planning Administrator",
    "postedOn": "",
    "locations": "Draper Office - Draper, UT 84020",
    "remoteType": "",
    "description": "Job Purpose:\r\n\r\nTo provide administrative support to the estate planning department, assisting with the preparation and management of estate planning ...",
    "positionType": ""
  },
  "detail_meta": {
    "url": "https://portal-applicant-tracking.us-cent.paycomonline.net/api/ats/job-postings/462102",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 46753
  },
  "detail_errors": []
}