Assisted in the back end operations, in particular, the administration and legal works;
Filed soft copies of documents in Dropbox, including emails;
Migrated emails in Sugar to Infusionsoft;
Checked formats of phone, mobile and home contact numbers;
Saved documents to Dropbox;
Loaded details of new leads into the lead entry page site to start the automation process of sales;
Did legal research as needed by the Law Firm;
Prepared legal paper works for clients;
Prepared responses to opposing counsel;
Generated status reports of cases;
Prepared estate planning documentation, for POAs, wills, and letters;
Prepared other legal agreements and documentations such as bare trust, partnership and shareholders agreement
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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