I have been working as one of the assistants of a real estate/estate planning attorney in Florida. I started as a marketing assistant. I managed the company’s social media accounts, creating contents, and other marketing-related projects.
I extended my interest on being trained on the processing side of the real estate closings/transactions. I was trained slowly from file opening, then remote processing (including drafting of closing documents and other documents required), then post-closing.
Moreover, I was trained on Estate planning. I am doing file opening up to drafting deeds, and estate planning documents.
I am helping the Owner/Attorney with building out systems, workflows, reports (manual and automated) in Qualia, Clio Manage, Asana, Nuclino, and Hubspot.
I train incoming remote assistants (file openers, post-closer, and marketing assistants). I am also tasked to onboard incoming office-based employees.
In addition to all of these operation activities, I am also the remote executive assistant to the Owner/Attorney. Booking appointments, scheduling with clients and vendors, confirm appointments are among my tasks. I manage her calendar, making sure it has no conflicts.
Despite the numerous responsibilities and tasks, I love the challenges it has brought -----------pleting successful projects and being able to help the team have been the rewards that is boosting my morale.
