I am currently a Senior Estate Succession Planner under PreceptsGroup as well as an Executive Assistant of the Trust Champion from PreceptsGroup for 10 years and going. I started off as a PA and eventually move up to client servicing, preparation of Wills and Trust documents, having a license to do my own clients' Wills and Trusts and now over-seeing a team of Estate Planners under us, teaching and guiding them.Being a team with the Trust Champion, I've gained a lot insights and knowledge on setting up Trust services for clients.On top of that, I am also in-charge of doing business development for our team, looking at opportunities and collaboration to up-scale our businesses. 📲 Hit me up if you will like to collaborate/keen to find out more on Wills and Trust services.
Listed skills include Customer Service, Digital Marketing, At Multitasking, Sales Management, and 29 others.