LEGAL DOC DATA ENTRY-Bi Lingual

• Meet with clients & guide them through our document preparation process.
• Gather and organize client information accurately and professionally.
• Prepare estate planning documents accurately
• Communicate with clients in person, by phone, and on-line
• Represent TrustMasters professionally at client events .
• Work closely with our team to ensure every client receives exceptional service.

We are looking for an organized, detail-oriented professional who enjoys working with people just as much as working with documents. This position combines client interaction, document preparation, and data entry using our proprietary estate planning software. We prefer candidates with document experience, legal experience not required. We provide comprehensive training., * Attention to detail and excellent organizational skills.

• Friendly, professional, and comfortable working with clients, especially seniors.
• Strong Microsoft Word skills and general computer proficiency.
• Excellent written and verbal communication skills.
• Able to work independently while contributing to a collaborative team environment.
• High school diploma or GED required. College coursework or degree is a +

Preferred Qualifications

• Experience with Microsoft Office.
• Data entry or administrative experience.
• Customer service or client-facing experience.
• Bilingual English/Spanish strongly preferred.
• Strong grammar, proofreading, and writing skills., * High school or equivalent (Preferred)

Experience:

• Microsoft Office: 2 years (Required)

Work Location: Hybrid remote in Reno, NV 89509

Pulled from the full job description

• Paid training
• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance, * Full-time schedule, typically 35-40 hours per week.
• Monday through Friday schedule with no evenings or weekends.
• Health, dental, vision, life insurance, and 401(k) eligibility.
• Paid holidays and paid time off.
• Opportunities for advancement as TrustMasters continues to expand throughout Nevada and Florida., * 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

TrustMasters is a growing estate planning firm with offices in Reno, NV, Carson City, NV, Venice,FL and Sun City Center, FL. We help individuals and families protect what matters most through wills, living trusts, powers of attorney, and related estate planning services.