Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Elizabeth Sherertz

Franklin,TN

Summary

Reliable Legacy and Governance Advisor, known for high productivity and efficiency in task completion. specialized skills in estate planning, fiduciary services, and client relationship management. Excel in communication, problem-solving, and time management, ensuring seamless trust administration processes. Committed to delivering quality service and support in all professional endeavors.

Overview

7
7
years of professional experience

Work History

Legacy and Governance Advisor

Barrett Share Trus
Battle Ground , WA
02.2021 - 09.2025
  • Executed filing, scanning, and photocopying of documents to enhance office organization.
  • Managed confidential trusts and estates, ensuring compliance with privacy protocols.
  • Streamlined office operations by overseeing staff correspondence and efficient record tracking.
  • Coordinated travel logistics while processing expense reports for accurate reimbursements.
  • Systematically prepared account documents including wills, trusts, deeds, and estate planning materials.

Intern

Soles4Souls
Nashville, TN
01.2019 - 05.2019
  • Optimized storage and archiving practices to enhance database performance for partnerships.
  • Coordinated advertisement production with support personnel for shoe and coat drives.
  • Facilitated local and international fundraising initiatives to boost donation efforts.
  • Organized an international team trip to Colombia for eco-tourism activism.

Education

Bachelor of Science - Social Entrepreneurship And Economic Development

Belmont University
Nashville, TN
12-2019

Skills

  • Record keeping
  • Client communication
  • Relationship building
  • Research and analytical skills
  • Expense reporting
  • Problem-solving

Affiliations

  • Golfer
  • Church volunteer
  • Avid reader
  • Equestrian

Timeline

Legacy and Governance Advisor

Barrett Share Trus
02.2021 - 09.2025

Intern

Soles4Souls
01.2019 - 05.2019

Bachelor of Science - Social Entrepreneurship And Economic Development

Belmont University

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