Carolyn Taylor

• Preparing Court documentation for Probate and filing.
• Corresponding with banks, investment companies and insurance companies with respect to closure of accounts, sale of shares and life insurance claims.
• Regularly updating clients with respect to progress.
• Arranging payments on behalf of Estate.
• Drafting Estate accounts and distribution statements.
• Attending to payment of bequests and accounting to Estate's executors.
• Transcribing information from typed or handwritten notes, shorthand or dictation.
• Assistance with conveyancing and relationship property matters.
• Drafting of Wills.
• Preparing legal correspondence for solicitors.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Kept reception area clean and neat to give visitors positive first impression.
• Answered phone promptly and directed incoming calls to correct offices.

Established my own secretarial services business from an office in Pakuranga providing shorthand, dictaphone, copy typing, photocopying, telephone answering and general secretarial services to the public. It was very successful and added significantly to my work experience. After 5 years I sold it as a going concern just prior to the birth of my daughter.