Anita's Answer

Anita Rogers

Anita

How would you describe what you did at Baker and Baker, P.A.?

Prepared and typed Complaints, Wills, Trust Agreements, reports, correspondence and various legal documents from Dictaphone.

Administered distributions to beneficiaries from Trust Accounts; prepared Trust Statements; balanced monthly financial statements for Trust Accounts.

Posted stock quotations for use in Trust and Estate Investments.

Entered time for attorney and support staff and prepared billing worksheets for clientele utilizing TimeSlips.

Entered vendors' invoices for firm and prepared checks to vendors utilizing QuickBooks. Reconciled check register for firm utilizing QuickBooks.

Designed and maintained filing systems; opened and closed client files. Coordinated office supply orders; screened phone calls and visitors; opened and distributed mail.

Updated all legal references and materials for the Library.

Posted @ 12:11PM, July 08, 2008 by Anita Rogers | Permalink
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