Land Trust - Broadway Tacoma, Washington, United States

Description · Job Purpose: · To assist with the administrative tasks related to land trusts and deeds, ensuring efficient processing and client satisfaction. This role involves researching county records, data entry, document drafting, and client correspondence. · Key Responsibil ...

Job description

Description

Job Purpose:

To assist with the administrative tasks related to land trusts and deeds, ensuring efficient processing and client satisfaction. This role involves researching county records, data entry, document drafting, and client correspondence.

Key Responsibilities:

Document Management:

• Research county records and rules to ensure accurate documentation.
• Draft, record, and manage land trust and deed-related documents.
• Perform data entry and scanning of documents to maintain accurate digital records.

Client Interaction:

• Email clients the documents they request and respond to their inquiries in a timely manner.
• Ensure each client receives the "Anderson Way" client experience.
• Communicate with clients using proper phone, email, and office etiquette.

Administrative Support:

• Handle shipping and receiving of correspondence related to land trusts and deeds.
• Maintain organized and accurate records of client interactions and document filings.
• Assist with various administrative tasks as needed to support the Land Trust and Deed team.

Research and Analysis:

• Conduct research on county records and rules to ensure compliance.
• Gather and analyze information relevant to land trusts and deeds.
• Provide insights and recommendations based on research findings.

Team Collaboration:

• Work cooperatively with team members on assigned tasks and projects.
• Share information and resources with team members to support departmental goals.
• Participate actively in team meetings and activities.

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:

• Enjoy helping others and able to work well under pressure.
• Excellent computer skills including 60 WPM+ typing speed and 10-key proficiency.
• Proficient with MS Office and/or Google Apps.
• Comfortable navigating the internet and researching information.
• Ability to work independently at times as well as on team assignments.
• Ability to prioritize and complete work in a timely manner.

Preferred Qualifications:

• Title company experience preferred but not required.
• Associate's degree or higher preferred
• Additional certifications or coursework related to land trusts, deeds, or administrative support.

Performance Metrics:

• Accuracy and timeliness of document management and recording.
• Client satisfaction measured through feedback and service delivery.
• Efficiency in managing research and administrative tasks.
• Team collaboration and support.
• Adherence to compliance requirements and company policies.

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

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a rowby 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 coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• 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.