Land Trust

Job Purpose:

To assist with the filing and processing of documents related to estate planning, focusing on land trusts and deeds. This role involves researching county records, drafting and recording documents, data entry, and corresponding with clients to ensure accurate and timely service delivery.

Key Responsibilities:

Document Management:

• Research county records and rules to ensure accurate documentation.
• Draft, record, and manage land trust and deed-related documents.
• Ensure all documents are properly entered into the system and scanned for digital records.

Client Interaction:

• Email clients the documents they request and respond to their inquiries in a timely manner.
• Ensure each client receives the Anderson Way client experience.
• Communicate with clients using proper phone, email, and office etiquette.

Administrative Support:

• Perform data entry.
• Main...