Carly Coons

Bachelor's

Business Administration

Anderson Business Advisors

Administrative Assistant

• Ensured client satisfaction by making sure trusts and deeds were completed in a timely fashion. • Oversaw and completed the entirety of trust and deed processing. • Prepared and authorized information for the head of the trust and deed department to be drafted. • Collected questionnaires, tax statements and other necessary documents in order to bill clients and • verify information.