Experience

TrustDocs Ltd.

• United States
• Legal Services
• 1 - 100 Employee

• Office Administrator

  • Jul 2023 - Present

  RESPONSIBILITIES • Handle client’s information and fact-find to create complex Wills, Trusts, Lasting Powers of Attorney • Create invoice in XERO system • Prioritise tasks to keep within strict SLA’s • Work as an individual and as part of a team to complete tasks • Produce Wills, Lasting Power of Attorney, Trusts, Estate Planning Documents • Edit Fact files (inserting logos, amend information) • Help manage Storage facility • Keep up-to-date storage information • Liaise with clients in relation to storage facility queries over the phone or by email • Process information provided by consultants and input into the CRM, which will then produce the document ready for editing/formatting into the final product • Prepare the documents for printing and posting Show less