Hybrid Renewal Processor bei Anderson Business Advisors

Description

Job Purpose:
To ensure consistency between state and internal records, maintaining compliance for all entities that fall under our Registered Agent purview by invoicing, collecting, and filing all regulatory documents with the 50 state offices. This role involves timely processing of state-required documents, updating entity information, and ensuring client satisfaction.

Key Responsibilities:

Document Filing and Compliance:

• File state-required documents in a timely manner (2-4 business days).
• Verify information with clients before filing when necessary.
• Ensure compliance with federal, state, and local regulations related to entity renewals.

Client Interaction:

• Update entity information as requested by clients in our CRM software and with the state.
• Forward delinquency notices and administrative notification documents from the Secretary of State (SOS) to clients.
• Address complex client inquiries and provide clear, detailed responses.

Administrative Support:

• Maintain organized records of all filings and entity information.
• Perform data entry and update entity pages to reflect administrative actions taken by state governments.
• Liaise with different departments to ensure accurate and timely processing of documents.

Process Improvement:

• Identify opportunities for improving administrative processes and suggest enhancements.
• Implement best practices to enhance efficiency, accuracy, and service quality within the team.
• Educate other departments on renewal processes and compliance when appropriate.

Competencies:

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications:

• High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
• Excellent computer skills - proficient in Microsoft Office, Salesforce (or similar CRM), and Google Suite of applications.
• Excellent written communication is required.
• Outstanding organizational skills.
• Ability to liaise with different departments when needed.

Preferred Qualifications:

• Additional certifications or coursework related to compliance or renewal processing.

Qualifications

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

 

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 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.

 

 

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, starting at 4% after just 3 months of employment.
• 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. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC

Jetzt bewerben