Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shari Peters

Petrie,QLD

Summary

I am an experienced Legal Secretary with almost 9 years of built knowledge and experience in the estate planning and administration areas. I am a detail-oriented, strong team player with strong organizational skills. I strive on challenges and my time management skills transfers to the ability to handle multiple projects simultaneously with a high degree of accuracy. I value building relationships with colleagues and clients to provide them with a professional yet friendly service and experience. I am seeking a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Public Trust Officer - Deceased Estates

The Public Trustee
01.2020 - Current
  • Efficiently and autonomously administer over 50 estates simultaneously through to completion
  • Demonstrate active listening and empathy when speaking with all customers.
  • Liaise with both internal departments and third-party institutions to obtain advice, seek instruction and work to create effective and smooth progression of matters.
  • Conferred with clients and other involved parties to gather and track case information.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Responded to client inquiries to provide accurate advice and offer assistance.
  • Cultivated interpersonal skills by building positive relationships with others.

Senior Legal Secretary

Estate First Lawyers
01.2015 - 01.2020
  • Provide legal secretarial support to two senior associates and one lawyer in both estate planning and estate administration.
  • Arrange in-office and remote appointments, including travel arrangements and bookings.
  • Preparation of simple and complex Wills and Enduring Powers of Attorney.
  • Drafting of documents relating to complex structures including Trusts and self-managed super funds.
  • Provide support and assistance to team-members to achieve team and individual KPIs and budgets as well as handling multiple assignments and maintained firm commitment to deadlines.
  • Create precedents and IT development in Affinity, including creating scripts, drafting documents, seeking efficiencies in document automation where possible and assisting team-members with program use.
  • Provide training and ongoing supervision of junior administrative staff and legal secretaries.
  • Prepare Supreme Court applications for Grants of Administration.
  • Use trust account.
  • Received and placed telephone calls to clients and prospective clients.
  • Prepared legal correspondence and wrote professional letters for lawyers and associates.
  • Diligently edited legal correspondence for grammar and spelling.
  • Communicated professionally with clients, colleagues and third-party institutions verbally and in writing.
  • Developed and maintained positive relationships with clients and colleagues.
  • Prepared and processed invoices for legal billing.

Education

Commissioner For Declarations -

Qualified

Certificate III in Business Administration -

2012

Certificate II in Business -

2010

Skills

  • Critical Thinking
  • Developing Trust
  • Complex Problem-Solving
  • Active Listening
  • Reading Comprehension
  • Estate Administration
  • Estate Planning
  • Customer Experience
  • Legal Document Interpretation
  • Client Correspondence
  • Administrative Support

Timeline

Public Trust Officer - Deceased Estates

The Public Trustee
01.2020 - Current

Senior Legal Secretary

Estate First Lawyers
01.2015 - 01.2020

Commissioner For Declarations -

Qualified

Certificate III in Business Administration -

Certificate II in Business -

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Shari Peters