I focus on meeting client’s needs and thrive on being able to apply my industry knowledge to helping clients out. I pay bills, monitor cash balances, process gifts from trusts, and open and close accounts. I like working as part of a team that’s collaborative and that works well together.
To ensure instructions are followed through properly and to act in the best interest of clients.
Aquinas College, Paralegal Certificate
Subscribe to stay informed of the latest legal news, alerts, and business trends.Subscribe