Anderson Business Advisors
The Estate Planning Administrator provides 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. The position requires strong organizational skills, attention to detail, and the ability to handle sensitive information with confidentiality.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Anderson Business Advisors.
5% below the average for this role
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