Advisor Admin

at  Anderson Business Advisors

The Advisor Admin is responsible for providing support to an assigned Sales Advisor and their clients. This includes managing the advisor’s calendar, confirming client appointments, and coordinating pre-onboarding calls.
The Advisor Admin also collaborates with the advisor to create and send proposals to clients and monitor and follow up on active sales proposals. They work with the Salesforce CRM system to access and update client information and respond to existing client queries in a timely and professional manner. Additionally, the Advisor Admin collaborates with other departments such as Client Success Coordinators, Tax, Accounting, and Bookkeeping teams to ensure client needs are met. Finally, the Advisor Admin must be able to perform other duties as per changing needs, priorities, and supervisor guidelines and provide world-class service to clients and fellow Anderson employees.

JOB REQUIREMENTS:

• Bachelors degree required
• Minimum of 2 years client service experience
• Highly computer literate and a proficiency with Google Suite, Sales
• High degree of accuracy and attention to detail; proper phone etiquette, grammar, and spelling a must
• Ability to problem solve
• Ability to work well in a team and work closely with an Advisor
• Ability to prioritize work and complete work in a timely manner with attention to detail and accuracy
• Ability to work independently at times without direct supervision
• Sales background a plus

ANDERSON BUSINESS ADVISORS HAS BEEN AWARDED THE TOP PLACES TO WORK HONOR BY THE LAS VEGAS BUSINESS REVIEW JOURNAL 4 YEARS IN A ROW!

Anderson Business Advisors is an award-winning workplace - voted Top Places to Work in 2020, 2021, 2022, and 2023 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.

• Provide support to assigned Sales Advisor and their prospective and existing clients
• Manage their calendar, confirm client appointments, coordinate Pre-Onboarding calls, etc
• Collaborate with the Advisor to create and send Proposals to clients as well as monitor and follow up on active sales proposals
• Work with Salesforce CRM system to access and or update client information
• Respond to existing client queries in timely, professional manner
• Be able to perform other duties as per changing needs, priorities, and Supervisor guidelines
• Collaborate with other departments ie; Client Success Coordinators, Tax, Accounting and Bookkeeping Teams to ensure client needs are met
• Provide World Class Service to our clients as well as our fellow Anderson employees