Assist Louisiana residents navigating the legal process of trusts, successions, and estate planning. Providing administrative assistance for individuals with special needs through email requests, bill paying and ensuring benefits are correctly managed. Recording client requests through CLIO Management Software. Responsible for updating, research news articles and posting to Twitter, LinkedIn and monthly newsletter. Work closely with Financial advisors setting up trust accounts, debit cards and payment requests. Prepare Powerpoint presentations for attorney's conferences. Coordinate, set-up and process True Link credit cards for client use. Organize and manage client computer file system. Assist with yearly taxes and annual accounting approvals. Documenting conversations with clients, tasks, and visits. Answer telephone calls from potential clients, clients, attorneys and financial advisors. Process incoming and outgoing mail. Coordinate meetings and signings between attorneys and clients.