Quality Assurance Specialist

Description

Job Purpose: 

To support the Quality Assurance Department by auditing, refining, and finalizing client entity blueprints to ensure accuracy and clarity for fulfillment-related services. This role involves reviewing initial drafts, collaborating with Advisors and Strategists for necessary clarifications, and reconstructing blueprints in Lucidchart for use by other company departments. Additionally, this position is responsible for updating and maintaining digital blueprints for existing clients as needed. 

Key Responsibilities: 

Blueprint Auditing and Development: 

• Audit initial drafts of client entity blueprints submitted by Advisors and Strategists to ensure completeness and accuracy. 
• Communicate efficiently with assigned Advisors/Strategists to clarify and obtain any necessary additional information. 
• Reconstruct blueprints using Lucidchart, ensuring that they meet company standards for clarity, detail, and professional presentation.
• Notify the client’s Service Team upon blueprint completion, enabling them to proceed with fulfillment of purchased services. 

Client Blueprint Maintenance: 

•  Update digital blueprints for existing clients when additional entity formations or modifications are requested. 
• Construct new digital blueprints for pre-existing clients who have not yet had one created. 

Training and Development: 

• Provide training and support to new department members. 
• Facilitate productive discussions and meetings to enhance team performance. 
• Encourage continuous learning and development within the team.

Collaboration and Communication: 

• Communicate effectively in a variety of settings, tailoring messages to the audience and situation. 
• Build positive relationships with team members and other departments. 
• Log detailed and clear notes for the client’s Service Team to ensure fulfillment processes align with client expectations and timelines. 

Process Improvement & Performance: 

• Ensure department goals, deadlines, and performance standards are consistently met. 
• Acquire and maintain a strong understanding of all Anderson products and services to better support clients.
• Contribute to continuous process improvements by identifying efficiencies in blueprint development and fulfillment workflows. 

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 client 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:

• Bachelor’s degree in Business, Quality Management, or a related field.
• Minimum 3 years of experience in quality assurance, preferably in advisory services, customer experience, or financial services.. 
• Strong analytical and problem-solving skills. 
• Excellent communication and interpersonal skills. 
• Proficiency in Microsoft Office and quality management software.
• Ability to work well under pressure and manage multiple tasks simultaneously. 

Preferred Qualifications: 

• Experience in a professional services or corporate environment.
• Knowledge of quality assurance methodologies and best practices.
• Certification in quality management (e.g., Six Sigma, ISO 9001) is a plus. 

Performance Metrics: 

• Blueprint Accuracy and Completion: Ensuring timely and precise auditing and finalization of client blueprints. 
• Turnaround of Lucidcharts for New Services: Speed and efficiency in completing digital blueprints for newly purchased services. 
• Communication Effectiveness: Clarity and efficiency in interactions with Advisors, Strategists, and Service Teams. 
• Team Collaboration: Effectiveness in working with and supporting team members.

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 8 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.