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Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jun 23, 2015  |  Ends: 46d, 5h  |   11 Proposals
Need person to work at my Roswell, Georgia office. You will receive any needed training regarding basic estate planning, the software we use, and our protocols. I will not overwhelm you. Its alright if you know nothing about estate planning. You will: - speak with clients, almost exclusively via telephone, but small percent may be in person - gather information by asking questions that are mostly prearranged - enter the answers into fields of software program, by clicking the correct button, or typing in brief answer - ready documents for printing - review documents in digital format - forward a notice to estate planning attorney that the documents are ready for their review - make any needed corrections which attorney directs you to make - print documents and place them into binders - schedule signing appointment with client Person should: - not have fear of speaking with clients - be confident - be professional - have good grammar You will, in essence, be the voice of my firm to ...
Category: Wills, Trusts and Estates       
Preferred Location: United States

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